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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2

3

4

5

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

  1. 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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Attachments

Disclaimer

Bellevue Group AG published this content on 28 February 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 28 February 2023 13:31:34 UTC.