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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 16, 2019
    • $668.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 186
      Accounts
    • $3.6M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

2

name start date
Markus Eberle
August 2011
Curtis Malcolm Childs
March 2013

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Bellecapital Ag -- --
    Bellecapital Investment Management Ltd. -- --
    Bellecapital Partners -- --
    Bellecapital Uk -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Emiliano Surballe Portfoliomanager February, 2019 less than 5%
      Pascal Kueenzi Executive Director May, 2018 less than 5%
      Thomas Michael Fritz Executive Director May, 2018 less than 5%
      Benedikt Eichenberger Portfolio Manager May, 2018 less than 5%
      Michael Wuethrich Executive Director May, 2018 less than 5%
      Jeffrey Warren Sullivan Relationship Manager June, 2017 less than 5%
      Curtis Malcolm Childs Ceo And Managing Partner January, 2014 less than 5%
      Jochen R Vogler Executive Director May, 2012 less than 5%
      Michael Walter Rosendahl Chief Compliance Officer June, 2011 less than 5%
      Markus Eberle Chairman Of The Board June, 2011 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Performance-Based Fees