A Legacy of Local Expertise
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The Art of Global Investment
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Swiss Stability & American Growth
Preserve Wealth,
Grow Opportunity
Investing in Future Innovations
A Safe Harbor in Uncertain Times
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Maximizing Growth with Convertible Bonds
A Legacy of Local Expertise
The Art of Global Investment
Swiss Stability & American Growth
Preserving Wealth Growing Opportunities
Investing in the Future of Innovations
A Safe Harbor in Uncertain Times
Maximizing Growth with Convertible Bonds
Trusted Relationships with Leading Banks
Specialists in UCITS Management
Security, Transparency & Global Reach
At Bellatrix, we excel in managing UCITS funds, delivering compliance, performance, and investor confidence.
We provide clear, detailed insights for investors and stakeholders alike.
Why Choose UCITS Funds?
Global Reputation
UCITS funds uphold stringent regulatory standards, earning the trust of investors worldwide.
Diversification & Liquidity
UCITS funds minimize risk with strict diversification and liquidity rules, ensuring investor protection.
Ease of Distribution
EU passporting enables seamless marketing of UCITS funds across Europe and key global markets.
Unlock the Potential of UCITS Funds
Alternative Investment Funds
Transparency, Compliance, & Flexibility
Seize unique investment opportunities with Bellatrix.
We specialize in managing AIFs under the robust framework of the AIFMD, ensuring compliance and performance.
Private Equity
Focused on investing directly in private companies or buying out public companies to delist them. They target high returns through growth, operational improvements, or strategic exits.
Real Estate
Investing in commercial, residential, or industrial properties, these funds generate income through rental yields and long-term capital appreciation.
Hedge Funds
Employing advanced strategies like leverage, derivatives, and short-selling to generate returns in various market conditions.
Infrastructure Funds
Providing access to projects like energy, transportation, and utilities, infrastructure funds focus on stable, long-term returns and diversification benefits.
Why Choose AIFs?
Flexibility
Operate outside the constraints of traditional funds, offering dynamic solutions for sophisticated investors.
Diverse Asset Classes
Diversify portfolios with unique opportunities in private equity, hedge funds, real estate, and infrastructure.
Tailored Strategies
Benefit from customized approaches designed to meet specific risk-return profiles and objectives.
Unlock the Potential of AIFs
A Legacy of Local Expertise
Decades of Insight, Experience, and Deep Market Understanding.
The Archea Fund - Europe is a SICAV incorporated under Luxembourg law. The fund targets capital appreciation by investing in European equities, leveraging local market expertise to deliver growth and income.
Swiss Stability & American Growth
ARCHEA Nordam is a Luxembourg SICAV fund focused on achieving capital growth through carefully selected U.S. value and growth stocks, blending Swiss stability with dynamic American opportunities.
The fund offers Swiss investors portfolio diversification and sustainable growth potential.
Preserving Wealth Growing Opportunity
The ARCHEA PATRIMOINE fund offers a robust investment solution for those seeking diversified exposure to Swiss, European, and North American equities, blending stability, growth, and strategic wealth preservation.
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Mastering the Art of Global Investment
Active Management, Global Exposure, Strategic Precision.
The Archea Fund - GlobIQ is an open-end fund incorporated in Luxembourg. This fund seeks to achieve long-term capital gains through a diversified portfolio across global markets.
Investing in the Future of Innovations
The Archea Fund - Asia Innovators is a SICAV incorporated under Luxembourg law.
This fund aims to achieve capital growth by investing in small-Mid cap leading technology or innovative companies in the Asian Pacific region.
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A Safe Harbor in Uncertain Times
Protect and Grow Your Wealth with Confidence.
The Archea Fund - Bond Selection is a SICAV fund incorporated in Luxembourg. This fund aims to provide medium to long-term capital appreciation through investments in Euro-denominated bonds.
Maximizing Growth with Convertible Bonds
A global fund leveraging the unique advantages of convertible bonds to deliver long-term capital appreciation.
The GLOBAL HARVEST FUND seeks to generate long-term capital appreciation through a globally diversified portfolio primarily composed of convertible bonds.
Regulated by Luxembourg’s Commission de Surveillance du Secteur Financier (CSSF).
UCITS
Offering investors security through strict investment rules and diversification mandates.
AIFMD
Managing alternative funds with transparency, risk control, and oversight.
EU Passporting
Seamlessly distributing funds across the European Union with a single authorization.
Empowering Financial Decisions to Achieve
Your Goals
Expertise in UCITS &AIF Management
Seamless EU Passporting
Next-Gen Wealth Management Tech
Comprehensive and Tailored Solutions
You Ask,
We Answer
Can’t find your question here?
Some things are better explained face to face.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
