Why Choose Us?
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.
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.
Trusted Relationships with Leading Banks
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.
“Integrity is doing right,
even when no one is watching.”
A.W.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.
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.
We deliver solutions that exceed expectations, setting new benchmarks in fund management.
Shaping Success
Our team of experienced professionals and innovative thinkers is dedicated to professionalism, confidentiality, and lasting trust-based relationships.
Visionary leader with McKinsey experience, CEO of a Swiss asset management firm, and PhD in Computer Science from ETH Zurich.
CEO of Colivar Gestion AG and former J.P. Morgan banker, drives innovation in wealth management. She holds a PhD in Econometrics from UCL.
Managing Associate at Simmons & Simmons, he advises on the legal, regulatory, and corporate aspects of forming and managing investment funds and regulated entities in Luxembourg.
Aligned Goals
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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
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.
Documents
Together, let's shape the future of investments
Ahead of the Curve
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.