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Bellevue Asset Management Unveils Succession Plan for Key Strategies

Bellevue Asset Management has outlined a succession plan for its Medtech & Services and Digital Health strategies. Starting January 2027, Catharina Claes will take on expanded responsibilities as Portfolio Manager. Marcel Fritsch will continue as Lead Portfolio Manager, while Stefan Blum will transition to an advisory role by the end of 2026.

Claes, who has been a Senior Analyst with Bellevue for over three years, brings significant expertise in Medtech and Digital Health to her new role. She aims to maintain the strategies' success alongside Fritsch.

The succession plan aims to ensure management continuity. Bellevue also intends to bolster its Healthcare Funds & Mandates Team by recruiting another investment expert in Medtech.

R. H.

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