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Disclaimer
To continue, please select your country of domicile and investor type. Depending on your domicile and the investor type that you select, you will have full or restricted access to the information due to legal reasons.

Retail clients: according to Art. 4 Abs. 2 FinSA

Professional/Institutional investors: according to Art. 4 paragraph 3-5 and Art. 5 paragraph 1 and 3-4 FinSA and Art. 10 paragraph 3 and 3ter CISA in conjunction with Art. 6a CISO

Important

Principles 

By using the website www.bellevueglobalprivateequity.com, you confirm that you have read, understood and accepted the general information provided by the Bellevue Group AG as well as these legal provisions. These may be subject to change and the use of the site may be restricted or terminated at any time without prior notice.

No recommendation and/or offer for subscription (or for purchase) and/or redemption (or for sale)

The information, products, data, services, tools and documents contained or described on this site ("website content") are for information purposes only and constitute neither an advertisement or recommendation nor an offer or solicitation (to buy) or redemption (sell) investment instruments, to effect any transaction or to enter into any legal relations.

The financial products mentioned on this site are not suitable for all investors. The information contained on this site does not constitute a financial, legal, fiscal or any other recommendation. Investment or other decisions should not be made solely on the basis of this document. In particular, you should not enter into any investment before you have read the corresponding fund agreement or legal prospectus, the annual and semi-annual reports, the articles of association (as far as they are applicable), as well as all other documents, as required in accordance with local legislation or the regulations applied in the legal jurisdictions or countries in which the corresponding investment fund has been licensed or approved for public offer or sale to the public.rlich sind.

The financial products mentioned on this site are not suitable for all investors. The information contained on this site does not constitute a financial, legal, fiscal or any other recommendation. Investment or other decisions should not be made solely on the basis of this document. In particular, you should not enter into any investment before you have read the corresponding fund agreement or legal prospectus, the annual and semi-annual reports, the articles of association (as far as they are applicable), as well as all other documents, as required in accordance with local legislation or the regulations applied in the legal jurisdictions or countries in which the corresponding investment fund has been licensed or approved for public offer or sale to the public.

In order to determine whether the investment in shares of a certain investment fund meets your specific requirements and matches your envisaged risks, we recommend that you contact an independent financial adviser. Furthermore, we recommend that you consult an independent tax adviser in order to obtain information on the tax regulations relating to a specific investment in your legal jurisdiction and with regard to your personal circumstances. In particular tax treatment depends on individual circumstances and may be subject to change.

As the funds are recognised (ie. registered) but not authorised in the UK, the UK Financial Services Authority's financial services compensation scheme does not apply to investments in the fund but the Financial Services Authority regulated firm approving this document for the purposes of UK regulation has taken reasonable steps to satisfy itself that Bellevue will deal in an honest and reliable way and is so satisfied.

Performance

Past performance is not an indication or guarantee of the future performance of the investment. The value of investments may be subject to fluctuations and, under certain circumstances, investors may not get back the full amount invested. The performance data are calculated without taking account of commissions and costs that result from subscriptions and redemptions and commissions and costs have a negative impact on performance. Changes in foreign-exchange rates may also cause the value of investments to go up or down.

Target group of the sites 

The sites are intended exclusively for use by legal entities and natural persons having their registered office or residing in countries in which the investment funds or the related subfunds or share classes of the Bellevue Group have been properly licensed or approved for public offer or sale in accordance with the applicable local legislation. The funds are currently registered for public distribution offer in the following countries: Luxembourg, Switzerland, Germany, Austria and Spain. In all other countries, the funds may, if any, via "Private Placement" according to the local applicable laws.

It is explicitly stated, that alternative fund products are not allowed for public distribution in any country and that they may only and exclusively be solicited to institutional and qualified private investors according to the applicable local laws of each country.

The information and services provided on the sites are not intended for offer to or use by legal entities or natural persons in legal jurisdictions or countries in which the offer or use thereof would violate local legislation or legal provisions, or in which business units forming part of Bellevue Group would be subject to registration requirements in such jurisdictions or countries. Legal entities or natural persons to which such prohibitions apply must not access or use these sites.

The Bellevue funds have NOT been licensed for public offer or sale to the public in the United States in accordance with the US Investment Company Act of 1940 or the US Securities Act of 1933, or in Canada, Japan, Taiwan, Malaysia, Hong Kong or Israel in accordance with the laws in force in those countries. Therefore, particular importance is attached to ensuring that these sites are not intended for legal entities or natural persons, who have their registered office or who reside in such countries, their territories or dependencies or who, on account of their citizenship or similar status, are subject to the law of one of these countries.

 investor information documents free of charge from StarCapital AG, and also from banks and financial advisers. Paying agent in Switzerland is DZ PRIVATBANK (Schweiz) AG, Münsterhof 12, PO Box, CH-8022 Zurich. The swiss agent is IPConcept (Schweiz) AG, In Gassen 6, PO Box, CH-8022 Zurich. In Switzerland you can obtain sales prospectus, the annual reports and the german key investor information documents free of charge from the agent and also from the paying agent. 

Data protection

By accessing this website you state that you agree with the data protection statement. If you do not agree with this statement you should refrain from accessing any further pages of this website. This statement may be updated at any time. We therefore recommend that you check this statement regularly.

Confirmation

By clicking on "Accept", you confirm that you agree to the legal provisions. 

This website uses cookies, which are necessary for the technical operation of the website and which are always set. Other cookies to personalize content and analyze access to our website are only set with your consent. We also share information about your use of our website with our social media, advertising and analytics partners.

Excellence in Private Market Investments

Knowledge – Network – Technology
Boutique players need to meet the following three conditions to survive in the competitive private equity market. Their private equity team must be experienced, value teamwork and have extensive and profound knowledge. An excellent network is a vital factor. Unlike in public markets, access to counterparties is crucial for success in private equity. Technology is indispensable as well. To accurately and effectively analyze private equity fund data, we rely on quantitative finance models and valuation tools, as well as a comprehensive database. This enables us to make informed, precise bids.

  • Long-standing team 

  • Experience and expertise  

  • Strong track record 

Investment and Portfolio Advisor

Bellevue Private Markets AG

Sourcing, analysing, valuing, structuring & monitoring investments

  • CEO Bellevue Private markets

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    CEO Bellevue Private markets

    Jan Kollros 

    Jan Kollros started working at Bellevue adbodmer AG from 2005, where he became a partner in 2009. He has been CEO of Bellevue Private Market since 2019. He holds a degree in mechanical engineering and management and production sciences from the Swiss Federal Institute of Technology (ETH) Zurich.

  • Managing Partner

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    Managing Partner

    Chris Davies

    Chris Davies is Managing Partner and a member of the Bellevue Private Markets Investment Team since 2022. During the ten years prior to joining Bellevue, he was Structuring Team Head, Legal Counsel and a Member of Management at Partners Group, and responsible for secondary transactions within the Legal Team. Prior to Partners Group, Chris Davies worked as a solicitor at Darwin Gray LLP and Barnes & Partners Solicitors. He has been admitted to practice in the Senior Courts in England and Wales since 2008.

  • Managing Partner

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    Managing Partner

    Lars Honegger

    Lars Honegger is Managing Partner and a member of the Bellevue Private Markets Investment Team since 2022. Prior to joining Bellevue, he held the position of Senior Vice President and Member of Management at Partners Group’s Private Equity Integrated unit. Before that, Lars Honegger worked for KPMG in Bern. Honegger is a Swiss certified public accountant and holds a master's in accounting and finance from the University of St. Gallen.

  • Managing Partner

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    Managing Partner

    Steven Kroese

    Steven Kroese is Managing Partner and a member of the Bellevue Private Markets Investment Team since 2022. He previously worked for more than 16 years at Partners Group as Senior Vice President and Member of Management at its Private Equity Integrated unit and was a member of the Private Equity Secondaries Investment Committee. Prior to Partners Group, he worked at Société Générale and Invision. Steven Kroese holds a master's in business science from Radboud University in Nijmegen, the Netherlands.

Investment and Portfolio Manager

Bellevue Asset Management AG

Validating recommendations in portfolio context
Monitoring portfolio

  • Business Development 

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    Business Development 

    Benjamin Böhner

    Benjamin Böhner joined Bellevue Asset Management in 2021 and is responsible for the business development of Bellevue Private Markets. Prior to that, he worked for Credit Suisse for more than 10 years in various management positions in investment advisory and product management, most recently as Head of Advisory Solutions. Böhner holds a Master's degree in Business Administration & Finance from the University of Hagen and is a CFA Charterholder.

  • Senior Product specialist

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    Senior Product specialist

    Loreno Ferrari

    Loreno Ferrari joined Bellevue Asset Management in 2018 and is a Senior Product Specialist. Previously, he spent 3 years as an Investment Specialist at UBS Asset Management and 8 years at Zürcher Kantonalbank, most recently as an Investment Advisor. Loreno holds a Bachelor of Science (BSc) in Business Administration (UAS) Zurich with a Specialization in Banking and Finance. He is a Certified International Investment Analyst (CIIA) and holds the Certificate in ESG Investing from CFA Institute.

  • Head Investment & Products

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    Head Investment & Products

    Markus Peter

    Markus Peter joined Bellevue Asset Management in early 2009 as head investments and products. He previously held several management positions during his 10 years with Julius Baer Group, including head product management and development, investment advisory as well as a product specialist for absolute return products. Prior to joining Julius Baer he was employed by IBM, treasury and project finance, as well as by Swiss Bank Corporation, equity and equity derivative trading. Markus Peter holds a master in business economics from the University of St. Gallen (HSG).

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