Our Firm
Bellevue Zurich Advisory, a Switzerland based advisory firm, is your partner for bespoke private wealth advisory.
OUR VISION & MISSION
OUR VISION
To be the ultimate solution provider for all private wealth needs for the world´s most successful people and their families.
OUR MISSION
Our mission is to be your trusted, long-term partner for all your private wealth needs. We do all the hard work so that you do not have to, saving your precious time with appropriate advice and streamlined procedures while delivering only the very best solutions that satisfy your needs.
OUR TEAM
Bellevue Zurich Advisory’s success is built on its highly talented and experienced
team of senior executives and division heads.

Slim Habli
Founder and Chairman

David Karl Jandrasits
Attorney at Law
Board of Advisors

Dr. George Falkner
Head of Wealth Advisory and Family Office Division – Board of Advisors

Markus Huber
Attorney at Law
Board of Advisors

Sahit Cerimi
Head of Health Advisory Division
Board of Advisors

Oliver Rüdlinger
Head of Real Estate Advisory Division
Board of Advisors
WHAT WE DO
Bellevue Zurich Advisory AG is an independent wealth advisory firm, headquartered in the heart of Switzerland’s financial center — Zurich, with a presence in Geneva, Lausanne, Zug, Lugano, and Dubai.
We offer private wealth advisory to a highly discerning and successful client base. We serve as the single point of contact for all our clients’ private wealth matters, and our clients trust us to deliver the right solution.
Essentially, we master the complexity of your private wealth to deliver simplicity.
OUR BUSINESS MODEL

YOUR BENEFITS
WHY APPOINT BELLEVUE ZURICH AS
YOUR STRATEGIC WEALTH ADVISOR?
Integrated – Anything and everything you might need in terms of private wealth advisory, all in one place.
Expert – Our team of carefully selected top-tier advisors are ready to assist with matters regardless of complexity.
Efficient – Bespoke advice and services delivered smoothly and speedily.
Confidential – Discretion is guaranteed in all your affairs. Our team is committed to acting in your best interests at all times.
Bespoke – Your unique perspectives and expectations are heard and fulfilled.
Transparent – From planning your wealth strategy to our fee structure, we give you the full picture so you can make informed decisions and stay in control.
Swiss – Combining the very best of Swiss qualities with a global outlook and capabilities for your benefit.
Convenient – We are where you need us. Convenient spread of locations across Switzerland and the United Arab Emirates to serve your needs wherever it suits you.
THE CORE PRINCIPLES OF Bellevue Zurich ADVISORY
We always put your best interests ahead of our own.
We strive always to deliver excellence in all that we do.
Your time is precious to us too. We will not waste it.
OUR APPROACH
1
It all starts with a conversation. Our primary task at this stage is to listen and learn in order to identify the best solution to satisfy your specific requirements. We believe that regular and open communication is the basis of all successful relationships.
2
When we know your goals, we assess your private wealth profile and lifestyle objectives to determine and then develop the most appropriate wealth advisory plan.
3
Once you are happy with the plan, our carefully selected partners will execute it on your behalf. This may include things like wealth allocation and protection planning, liquid and illiquid investments, investment migration, real estate advisory, passion investments, philanthropy, personal financial management, and healthcare planning to name but a few.
4
Throughout our entire relationship we will strive consistently to ensure we deliver the most attentive service and personal counsel.
5
We continuously review your family and wealth situation. If your circumstances change and new goals arise, we will adjust your wealth advisory plan accordingly.
Receive Your Initial Private Consultation
We are pleased to know more about your private wealth ambitions. Our personalized initial private consultation gives
you valuable insights about our unique solutions and a
personalized value proposition.
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