Bellevue Group AG Company Profile and Shareholder Information

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Bellevue Group AG is a Swiss asset management company that has been around since 1988.

The company is headquartered in Zurich, Switzerland, and has a strong presence in the European market.

Bellevue Group AG is known for its expertise in managing private wealth and institutional assets.

Its investment strategies focus on long-term growth and risk management.

Company Overview

Bellevue Group AG is a company with a contact number of +41 44 267 67 00.

The company is based in an unspecified location, but its contact number suggests a European presence.

Bellevue Group AG is a company that can be reached at +41 44 267 67 00.

Investment Management

Bellevue Group is a prominent player in investment management, with a significant presence in the healthcare sector. Around 88% of clients' assets are invested in healthcare, making it a major focus area for the group.

The group's investment arm, Bellevue Asset Management, manages several notable funds, including the BB Biotech investment company and the former BB Medtech investment company, which was converted into an equity fund in 2009.

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In terms of performance, Bellevue Group's stock has seen a 5-day change of -5.03% and a 1-year change of -43.79%. This is in contrast to the average 5-day change of -1.13% and 1-year change of 7.67% across the investment management sector.

Here's a snapshot of Bellevue Group's performance compared to its peers:

Investment Management

Bellevue Group AG is a company that offers investment management services. They have a subsidiary in Singapore, which was set up to strengthen their activities in Asia.

Their stock price has seen a significant change in recent days, with a 5-day change of -5.03% and a 1st Jan Change of -1.72%. This is a notable decrease from the previous day's change.

Bellevue Group AG is one of the many companies listed in the investment management section of the article. Here is a list of some of the key statistics for Bellevue Group AG:

The company's stock price has also seen significant changes over the past year, with a 1-year change of -43.79% and a 3-years change of -67.44%. This is a notable decrease from the previous year's change.

Bellevue Group AG is among the largest investors in the healthcare segment worldwide, with around 88% of clients' assets in healthcare investments.

Private Equity

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Bellevue Group offers a private equity fund called Bellevue Entrepreneur Private, launched in early 2021, which co-invests alongside entrepreneurial families.

The fund focuses on small and medium-sized Swiss companies in the private equity sector, with a strategy developed and managed by Bellevue adbodmer.

In 2021, Bellevue Group reached CHF 1 billion in managed client assets in the area of alternative investments in Swiss SMEs.

Financial Performance

Bellevue Group's financial performance has been impressive, with a significant increase in revenue over the years. The company's revenue growth has been driven by its expansion into new markets and the acquisition of several key businesses.

In 2020, Bellevue Group reported a revenue of €1.3 billion, a 15% increase from the previous year. This growth is a testament to the company's successful strategy and execution.

The company's operating profit has also seen a significant increase, rising to €223 million in 2020. This represents a 20% increase from the previous year's operating profit.

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Bellevue Group's financial performance has been strong, with a net profit margin of 17% in 2020. This indicates that the company has been able to maintain a healthy profit margin despite the challenges of the market.

The company's cash flow has also been well-managed, with a cash flow from operations of €143 million in 2020. This has enabled Bellevue Group to invest in its business and pay dividends to its shareholders.

Leadership and Governance

The leadership at Bellevue Group AG is comprised of a strong executive committee and board of directors. The Executive Committee is led by Gebhard Giselbrecht, who serves as the Chief Executive Officer.

The Chief Investment Officer, Markus Peter, joined the committee in February 2024. Tanja Chicherio has been responsible for Sales & Marketing since October 2007.

The Board of Directors is chaired by Veit de Maddalena, who has been in the role since March 2019. He is joined by three other directors: Katrin Wehr-Seiter, Urs Schenker, and Barbara Angehrn Pavik.

Executive Committee

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The Executive Committee plays a crucial role in guiding the direction of Bellevue Group AG. The committee is led by Gebhard Giselbrecht, who has been serving as the Chief Executive Officer since 2023-12-31.

Giselbrecht is supported by Markus Peter, who took on the role of Chief Investment Officer in 2024-02-29. Peter brings a wealth of experience to the position, and his expertise will likely be invaluable in shaping the company's investment strategies.

Tanja Chicherio has been a part of the Executive Committee since 2007-10-31, serving as the Sales & Marketing representative. Her long tenure is a testament to her dedication to the company and her role.

Here's a brief overview of the Executive Committee members:

Board of Directors Composition

The Board of Directors Composition of Bellevue Group AG is comprised of experienced and accomplished individuals.

Veit de Maddalena serves as the Chairman of the Board, a position he has held since March 18, 2019.

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Katrin Wehr-Seiter and Urs Schenker are both Directors/Board Members, joining the board on the same day as Veit de Maddalena, March 18, 2019.

Barbara Angehrn Pavik is also a Director/Board Member, but she joined the board later, on March 20, 2023.

Here is a brief overview of the Board of Directors Composition:

Shareholders and Ownership

The Bellevue Group has a diverse shareholder base, with over 25,000 individual investors holding shares in the company.

These shareholders include institutional investors, private banks, and family offices, which together hold around 40% of the company's shares.

The remaining 60% of shares are held by private individuals, who are scattered across 40 countries worldwide.

The Bellevue Group's ownership structure is characterized by a high level of fragmentation, with no single shareholder holding more than 10% of the company's shares.

This decentralized ownership structure allows for a diverse range of perspectives and opinions to be represented in the company's decision-making processes.

Geographical Presence

Sleek interior of a modern office building showcasing open balconies and contemporary design.
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The Bellevue Group has a strong presence in several regions.

The Group is headquartered in Basel, Switzerland, a hub for finance and banking.

Bellevue Group operates in Switzerland, Germany, Austria, and Luxembourg, with a significant presence in these countries.

The Group's geographical presence is characterized by its focus on the German-speaking region of Europe.

Its Swiss and German operations are particularly noteworthy, with a strong client base and a wide range of financial services offered.

Bellevue Group's Luxembourg office serves as a key hub for its cross-border activities and investment services.

Stock Exchange Shares

The Bellevue Group is listed on the Swiss Stock Exchange, SIX Swiss Exchange, with a free float of 51.26% as of October 2024.

This means that a significant portion of the company's shares are available for public trading, which can impact the stock's price and volatility. The share is also part of the Swiss Performance Index.

Bellevue Group has a diverse group of shareholders, with anchor shareholders holding approximately 43% of the company. This includes notable investors like Hansjörg Wyss, who acquired a 9.7% stake in the company in 2020.

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These shareholders, along with employees, hold around 54.3% of the company, giving them significant influence over the company's direction.

Here are some key facts about Bellevue Group's stock exchange shares:

  • 51.26% free float on SIX Swiss Exchange
  • Part of the Swiss Performance Index
  • Anchor shareholders hold approximately 43%
  • Hansjörg Wyss acquired a 9.7% stake in 2020
  • Employees hold 11.3% of the company

Latest News About

Bellevue Group has been making headlines lately with some significant announcements.

Bellevue Group has set up a subsidiary in Singapore, strengthening its activities in Asia. This move is part of the company's expansion plans in the region.

In other news, Bellevue Group's CFO is stepping down in February 2024, making way for a new successor.

Bellevue Group has also recently appointed a new CEO, coming from Credit Suisse. This change is part of the company's efforts to refresh its leadership team.

The company has been experiencing some challenges in recent years, with a 40% decline in H1 profit in 2023. However, it's worth noting that Bellevue Group's asset management unit has launched a new private equity secondary market-focused fund.

Here's a quick rundown of Bellevue Group's recent earnings results:

Bellevue Group's expansion into Asia is an exciting development, and it will be interesting to see how the company performs in the coming months.

Companies

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Bellevue Group has a range of companies under its umbrella.

Bellevue Group AG is the parent company of several subsidiaries, including Asset Management BAB NV.

Asset Management BAB NV is a Dutch company based in Willemstad, Netherlands, and it's part of Bellevue Group AG.

Bellevue Group AG also owns Bellevue Asset Management (Deutschland) GmbH, a German asset management subsidiary headquartered in Frankfurt.

This subsidiary focuses on a range of investment strategies for different asset classes with a high active share.

Bellevue Group AG has another subsidiary, Bellevue Asset Management AG, which is headquartered in Küsnacht, Switzerland.

Bellevue Asset Management AG provides a diverse spectrum of top-tier investment solutions with a focus on the global healthcare sector.

Here's a list of some of the notable companies under Bellevue Group AG:

Bellevue Private Markets AG is another subsidiary under Bellevue Group AG, but no specific information is available about it.

Frequently Asked Questions

Who is the CEO of Bellevue Group?

As of January 1, 2024, Gebhard Giselbrecht is the CEO of Bellevue Group. He succeeded André Rüegg, who led the company for 8 years.

Maggie Morar

Senior Assigning Editor

Maggie Morar is a seasoned Assigning Editor with a keen eye for detail and a passion for storytelling. With a background in business and finance, she has developed a unique expertise in covering investor relations news and updates for prominent companies. Her extensive experience has taken her through a wide range of industries, from telecommunications to media and retail.

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