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

Markus Huber

Attorney at Law
Board of Advisors

Sahit Cerimi

Head of Health 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.

Slim Habli

Founder and Chairman

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Slim Habli, IMCM, Founder and Chairman of Bellevue Zurich Advisory AG, is a specialist in the fields of international business law and investment migration solutions.

He has a highly successful track record of advising wealthy individuals and families, primarily in Europe, the Middle East, Africa, and South Asia. Slim places great value on client care and absolute discretion, and he always strives to exceed the expectations of his clients, who continue to greatly appreciate his top-quality services.

Slim studied business law at the universities of Zurich, Lucerne, and Singapore. He is a member of the Investor Migration Council, a global association dedicated to ensuring the highest standards and professional conduct within the investment migration industry.

Establishing mutual trust and demonstrating genuine care for our clients’ needs have always been essential to my vision.” — Slim Habli, Founder and Chairman

David Karl Jandrasits

Attorney at Law Board of Advisors

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David Karl Jandrasits is an Attorney at Law registered with the bar associations in the Principality of Liechtenstein and in Zurich, Switzerland (Art. 28 BGFA). Having graduated in Italian law, David also advises clients through his office in Milan. He specializes in corporate and commercial law as well as civil and corporate litigation.

He advises international private clients and (U)HNWI in asset protection and estate planning projects as well as corporate clients in private equity and M&A projects. David has significant experience in cross-border litigation and the defense of white-collar crime. For our clients at Bellevue Zurich Advisory, he provides legal advice on the said areas of law in Liechtenstein and Italy.

David earned his two master’s degrees in law in Austria and Italy and advises his clients in English, Italian, and German. He is a permanent columnist for one of the most renowned wealth magazines and regularly gives speeches at universities and conferences.

The greatest wealth is only as valuable as its preservation for those who should benefit from it.” – David Karl Jandrasits, Attorney at Law, Board of Advisors

Dr. George Falkner

Head of Wealth Advisory and Family Office Department Board of Advisors

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Dr. Falkner is an expert in wealth advisory and family office governance. He heads our Wealth Advisory and Family Office Department and is a member of the firm’s Board of Advisors. George has 25 years´ experience in the fields of wealth advisory, investment banking, mergers and acquisitions, and family office advisory.

He has served on the board of a large European bank, while heading its institutional wealth advisory business in Switzerland. Prior to that, he was a managing director at a major Swiss bank for more than 15 years holding global management positions across the wealth advisory industry.

He received his Ph.D. in Economics and Master of Engineering and Economics and the Medal for Outstanding Achievements from the renowned ETH University in Zurich. He is currently a member of an international entrepreneur and business angel association and member of the Swiss Family Office Association.

I believe in the power of equals, by elevating the client´s status, in how to select and interact and control relations with banks and asset managers.” – Dr. George Falkner, Head of Wealth Advisory and Family Office Department, Board of Advisors

Markus Huber

Attorney at Law Board of Advisors

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Markus Huber sits on Bellevue Zurich Advisory’s Board. He has many notable achievements in the fields of business and litigation law. Markus currently works as an attorney in an international, highly connected boutique law firm in Zurich.

He is a forensic and consulting attorney in commercial, corporate, contract, and litigation law. He has proven expertise in asset recovery, representation in white-collar crime, and in the enforcement of claims, both in domestic and cross-border litigation.

Markus holds a master’s degree in law from the University of Lucerne and was admitted to the bar in the Canton of Zurich and Liechtenstein.

Clients mandate us because we present pragmatic, efficient and sustainable solutions.” — Markus Huber, Attorney at Law, Board of Advisors

Sahit Cerimi

Head of Health Advisory Board of Advisors

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Sahit Cerimi is an expert in healthcare and longevity planning with over 10 years of experience. He has worked in a range of positions at top Swiss hospitals, including the University Hospital of Zurich and Lucerne Cantonal Hospital. His professional duties included consulting with international affluent individuals to establish bespoke healthcare plans.

Sahit takes healthcare planning and management to a whole new level, personally involving himself with every case to ensure the best solution.

He earned his bachelor’s degree in Business Administration from Robert Gordon University of Aberdeen in Zurich.

It is crucial to seek advice from trusted experts for your family’s wealth affairs as well as your and your family’s personal health and longevity plans. I believe that health is true wealth, and in times of pandemics health planning it is one of the best investments you can make.” – Sahit Cerimi, Head of Health Advisory, Board of Advisors