Bellecapital International Ag is a large advisory firm based in Zurich. It manages $668.33 million of regulatory assets for 186 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.
Bellecapital International Ag provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bellecapital International Ag is $668.33 million. The firm's AUM has grown by 20785% since the beginning of its operation, and $208.02 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Bellecapital International Ag for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Werner Walter Diehl is high net worth individuals with 43 clients and $213.74 million of assets under management. Among the 7 most similar advisory firms, Bellecapital International Ag has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $393.51 million for 93 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 13% of the firm’s clients are foreign persons or businesses.
Bellecapital International Ag doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Werner Walter Diehl has been acting as President since 1 Jun 2011. Michael Wuethrich joined the executive team most recently as the Executive Director.
The principal office where Bellecapital International Ag performs its advisory services is located at Limmatquai 1, Zurich, 8001, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 41 44 268 1170 or by fax 41 44 268 11 71. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at bellecapital.com.