6.90
+0.58%
Close of 9 Nov 2026, in CHF
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About Bellevue Group
Its shares trade on SIX under the ticker BBN.SW. It has been listed since 15 January 2007. In the fiscal year to 31 December 2024, it reported net income of CHF 9.2m. At that date it held total assets of CHF 162.3m and shareholders' equity of CHF 118.5m.
Bellevue Group AG engages in the provision of asset management and wealth management. The company is headquartered in Kuesnacht, Zuerich. The company went IPO on 2007-01-15. The Company’s business activities are focused on a diversified spectrum of services in three main areas: specialized healthcare strategies, alternative investment strategies, and traditional investment strategies. The firm operates through the Asset Management segment, which comprises of management of equity portfolios for selected regional and sector strategies, and on institutional assets. The firm serves its clients in Switzerland and internationally.
Figures and description from our data supplier, not checked against the company's own report.
Company facts
- Sector
- Financials
- Industry
- Capital Markets
- Listed since
- 15 Jan 2007
- Employees
- 100
- Website
- bellevue.ch ↗
Leadership
Pay as last reported
- Mr. Veit de MaddalenaIndependent Chairman of the BoardCHF 265,876
- Mr. Stefano MontalbanoChief Financial Officer, Chief Risk Officer, Member of the Executive Board
- Mr. Fabian StablerChief Operating Officer, Member of the Executive Board
- Mr. Patrick FischliHead - Distribution, Member of the Executive Board
- Mr. Markus PeterHead - Products & Investments, Member of the Executive Board
- Ms. Barbara PavikIndependent Member of the Board of DirectorsCHF 172,140
- Prof. Dr. Urs SchenkerIndependent Member of the Board of DirectorsCHF 180,080
- Mrs. Katrin Wehr-SeiterIndependent Member of the Board of DirectorsCHF 174,217
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 42
- Environment
- 37
- Social
- 42
- Governance
- 48
- Direct emissions (scope 1)
- 12 t
- Energy emissions (scope 2)
- 10 t
- Value chain emissions (scope 3)
- 737,589.28 t
- Women in the workforce
- 31%
- Carbon reduction policy
- Yes
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Strong Financial Position: Bellevue Group AG boasts a robust financial position with healthy revenue streams and consistent profitability.
- Diversified Product Portfolio: The company offers a wide range of investment products and services catering to diverse client needs, which helps mitigate risks and ensures sustainability.
- Established Brand: Bellevue Group AG has built a reputable brand image over the years, known for its expertise, reliability, and client-centric approach.
Weaknesses
- Dependence on Market Fluctuations: The company's performance heavily depends on the overall market conditions, making it vulnerable to economic downturns and regulatory changes.
- Limited Global Presence: While Bellevue Group AG has a significant market presence in certain regions, its operations are still relatively concentrated, limiting its potential for growth in other markets.
- Reliance on Key Personnel: The success of the company relies on key individuals, and any departure or inability to retain top talent could impact the business operations and performance.
Opportunities
- Growing Demand for Sustainable Investments: With increasing awareness and focus on environmental and social responsibility, Bellevue Group AG can capitalize on the rising demand for sustainable investment products and services.
- Expansion into Emerging Markets: Exploring and entering untapped emerging markets presents an opportunity for Bellevue Group AG to diversify its geographical presence and tap into new client bases.
- Technological Advancements: Embracing technological advancements, such as digital platforms and automation, can enhance operational efficiencies and provide a competitive edge in the industry.
Threats
- Intense Competition: The financial services industry is highly competitive, with numerous players offering similar products and services. Bellevue Group AG faces the risk of losing market share to competitors.
- Regulatory and Compliance Challenges: Evolving regulations and compliance requirements impose additional burdens and costs on financial institutions like Bellevue Group AG, potentially impacting their operations and profitability.
- Economic Uncertainty: Economic fluctuations and recessions can impact the investment landscape, causing market volatility and affecting client confidence, thereby posing challenges for Bellevue Group AG.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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