Susanna Giase Email and Phone Number
belvoirwealth.com | Increasingly, wealthy Americans are enhancing their often home-biased investment portfolios by holding some of their assets abroad for global and jurisdictional investment diversification. When going offshore, Switzerland is the global leader for cross border private wealth management. The company was founded in 2004 to serve the needs of our international and American clients providing a clear, added-value to their asset management. Belvoir Wealth Management is an independent, SEC Security and Exchange Commission-registered, multi-family office based in Zurich. The partnership with our clients is based on long-standing, personal relationships, our competence and a mutual trust.Belvoir Wealth Management is an independent, FINMA regulated, multi-family office based in Zurich and an active member of the Swiss Association of Asset Managers (SAAM).Contact:Susanna Giase, Director, Senior Client AdvisorBelvoir Asset Management AGTödistrasse 168002 ZurichSwitzerland+41 43 244 75 56 From the US 001141 43 244 75 56susanna.giase@belvoirwealth.com Neither I nor Belvoir Wealth Management are responsible for and do not encourage third parties to post anything on our behalf. Personal and company endorsements/testimonials by third parties are not accepted or encouraged.All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in post and publications reflect our current views as of the date of the publication and may be liable to change without notice.
Belvoir Wealth Management
View- Website:
- belvoirwealth.com
- Employees:
- 5
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Director, Senior Client AdvisorBelvoir Wealth Management Jul 2018 - PresentZürichbelvoirwealth.com | I joined Belvoir Wealth Management AG in 2018. The company was founded in 2004 to serve the needs of our international and American clients providing a clear, added-value to their asset management. Belvoir Wealth Management is an independent, SEC Security and Exchange Commission-registered, multi-family office based in Zurich. The partnership with our clients is based on long-standing, personal relationships, our competence and a mutual trust.In addition to traditional asset management, I am passionate about the Renewable sector as well as ESG/Sustainable/Impact investing. At Belvoir Wealth Management we provide ESG strategies to our clients. -
Senior Investment AdvisorBfi Infinity Inc. Apr 2017 - Jul 2018Zürich Area, Switzerland(Merger between Swiss Infinity Global Investments GmbH and BFI AG)- Support of merger activities within the company (structure/IT/processes/riskmanagement)- Legal transfer of client base from the old institution to new entity- Development and implementation of new products (new investment strategies/newbusiness ideas) -
Senior Investment AdvisorSwiss Infinity Global Investments Gmbh Jun 2013 - Apr 2017Zürich Area, Switzerland- Successful migration of the client base from the old institution to SwissInfinity Global Investments GmbH- Implementation of new structures within the firm as well as businessdevelopment with banks, lawyers, financial planners and insurances- Insourcing and takeover of US clients true swiss banks with no SEC licence
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Senior Investment AdvisorDara Capital Jan 2013 - Jun 2013Zürich Area, Switzerland- Implementation of new structures within the firm as well as businessdevelopment with banks, lawyers, financial planners and insurances -
Senior Relationship ManagerValartis Bank Ag (Since 2014 Banque Cramer Sa) Sep 2009 - Jan 2013Zürich Area, Switzerland- Successful migration of the client base from the old institution to Valartis Bank AG- Client retention in a very challenging environment where client contact ws very restrictedby cross border rules and regulations- Development and implementation of new Vault Structure for Valartis Bank outside theBanking System (into the Gotthard mountain) for clients with a strong need to diversifyAssets outside the Banking System. Including pricing, IT and marketing- Engineering and management of the launch on “Valartis Physical Gold Coin Fund”Valor: 13416286 -
Senior Relationship ManagerMaerki Baumann Privatbank A Sep 2001 - Aug 2009Zürich Area, Switzerland- Successfully developing new business area within private banking in acquisition andretention of relationships with clients- Increased portfolio assets by double digits per annum- Developed strong network of worldwide based ultra-high net worth individuals, deliveringconstantly above average revenue streams year over year
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Junior Relationship ManagerCredit Suisse Private Banking Jul 1999 - Sep 2001Zürich Area, Switzerland
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Fund AdministrationCredit Suisse Jan 1997 - Jun 1999Zürich Area, Switzerland
Susanna Giase Education Details
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Certified Financial Planner, CfpCertified Financial Planner, Cfp -
Commercial Apprenticeship, Zurich
Frequently Asked Questions about Susanna Giase
What company does Susanna Giase work for?
Susanna Giase works for Belvoir Wealth Management
What is Susanna Giase's role at the current company?
Susanna Giase's current role is Director, Senior Client Advisor | Belvoir Wealth Management | SEC-registered | Swiss asset management for clients in the US and beyond.
What schools did Susanna Giase attend?
Susanna Giase attended Certified Financial Planner, Cfp, Commercial Apprenticeship, Zurich.
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