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ARCHEA Europe

A Legacy of Local Expertise

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Swiss Stability & American Growth

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Preserving Wealth Growing Opportunities

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Mastering the Art of Global Investment

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Investing in the Future of Innovations

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A Safe Harbor in Uncertain Times

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Maximizing Growth with Convertible Bonds

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About Bellatrix
Our Story

Fund Management Designed for the Future

At Bellatrix, we are more than a management company, we are your trusted partner in navigating the dynamic world of investment funds.
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Our Vision

Why Choose Us?

trusted global
Fund partner

At the Heart of European Fund Excellence

Based in Luxembourg, Europe’s financial hub, we deliver tailored solutions for UCITS and AIFs, empowering clients in a dynamic global market.

Client-Centric Approach

Your success is our priority. We collaborate closely with you to develop strategies tailored to your unique vision and goals.

Expertise You Can Trust

Unmatched expertise in compliance, portfolio management,and tailored fund structuring solutions.
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Driven by Innovation

Leveraging next-gen technology for portfolio optimization,risk management, and regulatory reporting solutions.

Global Reach

Facilitating seamless fund distribution across Europeand key international markets with EU passporting.
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Trusted Relationships with Leading Banks

Zurcher Kantonalbank Logo
Vontobel Logo
Credit Suisse Logo
VP Bank Logo
LGT Logo
UBS Logo
Zurcher Kantonalbank Logo
Vontobel Logo
Credit Suisse Logo
VP Bank Logo
LGT Logo
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Our Mission

Your Goals,
Our Commitment

Achieve excellence in fund management with a trusted partner at the heart of Luxembourg’s financial hub.

Combining deep regulatory expertise, cutting-edge technology, and a client-first approach, we design tailored solutions to unlock opportunities, manage risks, and help you achieve your long-term financial goals

2003

Set up of Bellatrix Investment S.A.

Bellatrix Investment S.A., a Luxembourg-based management company, delivers tailored fund solutions with regulatory expertise and innovation.

2007

Set up of YMA Asset Management

YMA Asset Management began its journey as a trusted Luxembourg-based firm, dedicated to delivering tailored fund solutions.

2010

Merger of Bellatrix Investment S.A. with YMA Asset Management

Bellatrix Investment S.A. and YMA Asset Management merged to offer enhanced fund management solutions with expertise and innovation.

2012

Acquired by PMW Holdings

Acquired by PMW Holdings, bringing over five decades of Swiss private banking expertise to enhance global fund management solutions.

2013

Partnership with MG Finance

Partnered with MG Finance to deliver innovative financial solutions, leveraging shared expertise for client success.

Our Values

“Integrity is doing right,
even when no one is watching.”

A.P.Würgler

Flexibility

We harness adaptability in a dynamic financial landscape.

Offering bespoke solutions that evolve with your needs to keep investments agile and aligned with your goals.

Vigilance

We stay ahead by actively monitoring market trends and regulatory updates.
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Our proactive approach ensures your investments remain secure and well-positioned for sustainable growth.

Excellence

Our commitment to quality drives tailored strategies and innovative solutions.
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We deliver solutions that exceed expectations, setting new benchmarks in fund management.

Leadership

Shaping Success

Our team of experienced professionals and innovative thinkers is dedicated to professionalism, confidentiality, and lasting trust-based relationships.

View Careers
Chairman of the board of directors
Dr. Alain Würgler

Visionary leader with McKinsey experience, CEO of a Swiss asset management firm, and PhD in Computer Science from ETH Zurich.

Member of the board of directors
Dr. Mahnoosh Mirghaemi

CEO of Colivar Gestion AG and former J.P. Morgan banker, drives innovation in wealth management. She holds a PhD in Econometrics from UCL.

Member of the board of directors
Ugo Gargiulo

Member of the Luxembourg Bar (Avocat à la Cour - Liste I), specializes in asset management and regulated entities, with deep expertise in management companies, AIFMs, and MIFID/UCITS directives.

Aligned Goals

Shared Growth

Shared Goals,
Mutual Growth

At Bellatrix, we build lasting relationships grounded in trust, transparency, and performance.

Supporting institutional investors, asset managers, and fund promoters, we deliver the expertise and infrastructure needed for success

Structure

Bellatrix Asset Management S.A. is a registered corporation (RCS B126537) domiciled at 31, Boulevard Prince Henri, L-1724 in Luxembourg. It is regulated by the Luxembourg financial sector supervisory commission CSSF (Commission de Surveillance du Secteur Financier) and is an authorised  Management Company under Chapter 15 of the Law of 17 December 2010 on undertakings for collective investments, i.e. managing UCITS governed by Directive 2009/65/EC.

As a Luxembourg management company, we have received the legal approvals from the authorities (CSSF) to manage UCITS and AIFMD as well as to provide Discretionary Management.

We also hold the ‘Freedom to provide services’ which allows us to manage the assets of our clients, which are deposited in Belgium, Denmark and France.We are working with Phoenix Solutions Luxembourg Sàrl as our internal auditor and PwC as our external auditors.

Procedures

Sustainability Impacts
SFDR Principle Adverse Impact Regime  
SFDR Sustainability Risk Policy
BAM Politique de Rémunération
BAM Customer Complaint Handling Procedure
Privacy Policy
GDPR Policy
Contact Us

Together, let's shape the future of investments

Get in touch to discover how we can help you achieve your investment goals.
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You Ask,
We Answer

Can’t find your question here?

Some things are better explained face to face.

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What are UCITS funds, and how do they benefit investors?

UCITS (Undertakings for Collective Investment in Transferable Securities) funds are highly regulated and provide robust investor protection across the EU.

They offer transparency, liquidity, and diversification. As a Luxembourg-based ManCo regulated under CSSF, we provide UCITS funds with EU passporting, allowing seamless cross-border investments.

How does our ManCo ensure compliance with CSSF regulations?

Our ManCo is fully regulated under the Commission de Surveillance du Secteur Financier (CSSF), adhering to stringent guidelines to safeguard investors and ensure transparency.

We leverage advanced compliance tools and offer discretionary management that aligns with regulatory standards across Europe.

What are the advantages of investing in alternative investment funds?

Alternative investment funds offer diversification beyond traditional asset classes, such as stocks and bonds. These include hedge funds, real estate, and private equity.

Our ManCo provides a range of alternative investment options, offering potentially higher returns with customized risk management strategies.

What types of life insurance products do you offer?

We offer a range of life insurance products that complement wealth management strategies, including savings plans and unit-linked life insurance.

Our products are tailored to provide tax efficiency, asset protection, and wealth transfer solutions, benefiting both high-net-worth individuals and families.

What is discretionary portfolio management, and how does it work?

Discretionary portfolio management is a service where our team of experts manages your investments on your behalf. Based on your risk profile, goals, and preferences, we implement a tailored investment strategy to grow and protect your wealth.

Our wealth managers actively monitor and adjust your portfolio to align with market conditions.

How does the next-generation wealth management platform work?

Our next-gen wealth management platform uses cutting-edge technology to provide personalized investment strategies, real-time data, and advanced analytics. It democratizes access to wealth management, offering tools that help clients make informed investment decisions and address gaps such as gender-based wealth inequality.

What are the key benefits of working with a Luxembourg-based ManCo?

Luxembourg is a global financial hub with strong regulatory oversight, including CSSF, and offers the ability to passport services across the EU.

Our ManCo takes advantage of Luxembourg’s regulatory framework to provide clients with diverse investment options, from UCITS funds to alternative investments and life insurance products.

What are the tax benefits of investing in life insurance and pension funds through our ManCo?

Our life insurance products and pension funds are structured to provide significant tax benefits, depending on your domicile. These products help in efficient wealth transfer, asset protection, and retirement planning, ensuring long-term financial security for investors.

How do you ensure transparency and risk management in discretionary portfolio management?

We use state-of-the-art risk management tools, AI-driven compliance systems, and regular reporting to ensure full transparency. Our discretionary management service is tailored to meet your risk tolerance and financial goals, offering peace of mind while growing your wealth.

How can international investors access your funds and services?

Thanks to EU passporting, our UCITS funds and alternative investment solutions are accessible to investors across Europe. We also offer customized wealth management services, including life insurance and pension plans, to international clients looking to diversify and optimize their portfolios.

What are the minimum investment requirements for your funds and wealth management services?

Investment minimums vary depending on the product or service. For UCITS funds, the entry point is often accessible to retail investors, while alternative investments and discretionary management services typically have higher minimums.

Contact us for specific details tailored to your investment profile.

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