Bellevue Group
Results 2022
Presentation for investors, analysts and the media
Kusnacht, February 28, 2023
Disclaimer
This document was produced by and the opinions expressed are those of Bellevue Group AG («Bellevue») as of the date of writing and are subject to change. It has been prepared solely for information purposes and for the use of the recipient. It does not constitute an offer or an invitation by or on behalf of Bellevue to any person to buy or sell any security. Any reference to past performance is not necessarily a guide to the future. The information and analysis contained in this publication have been compiled or arrived at from sources believed to be reliable but Bellevue does not make any representation as to their accuracy or completeness and does not accept liability for any loss arising from the use hereof.
This document is not an offering prospectus pursuant to Art. 652a of the Swiss Federal Code of Obligation or a listing prospectus pursuant to the listing rules of the SWX Swiss Exchange.
This publication is not being issued in the United States of America and should not be distributed to United States Persons or publications with a general circulation in the United States. This document does not constitute an offer or invitation to subscribe for or purchase any securities. In addition, the securities of Bellevue Group AG have not been registered under the United States Securities Laws and may not be offered, sold or delivered within the United States or to U.S. Persons absent from registration under or an applicable exemption from the registration requirements of the United States Securities Laws.
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Agenda
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Introduction
André Rüegg, Group CEO
A Summary of Fiscal 2022
André Rüegg, Group CEO
Results for Fiscal 2022
Michael Hutter, Group CFO
Business Update & Outlook
André Rüegg, Group CEO
Questions & Answers
- Appendix
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Introduction
André Rüegg, Group CEO
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INTRODUCTION
Bellevue - a «pure play» asset manager
Company profile
Pure asset | Differentiated |
manager with | investment competencies |
high specialization | for an attractive offering |
Entrepreneurial, with | Profitable, well |
robust and low-risk | positioned for |
financial profile | future growth |
Source: Bellevue Group, as at December 31, 2022
Established
1993
Credo
"We eat our own cooking"
Market cap.
CHF 503 mn
Number of employees (in FTE)
97
AuM
CHF 9.4 bn
Shareholders' equity
CHF 134 mn
Shares held by anchor shareholders & employees
47.2%
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