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DirectoryFinance & InsuranceBanksZurichBERGOS AG
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BERGOS AG

Summary

About the company

BERGOS AG is an independent Swiss private bank that provides wealth management and advisory services to private and institutional clients. Its services include advisory and discretionary mandates, access to public and private markets and alternative investments, corporate‑finance and M&A support for entrepreneurs, and art‑consulting and philanthropy advice.

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Products & services

Industry:Banks
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Wealth Management
Wealth management for private clients, entrepreneurs and families, with comprehensive support for cross-generational wealth preservation, private wealth and various asset classes.
Investment Advisory
Investment advisory with tailored recommendations, active guidance by relationship managers and support for decisions regarding liquid and non-liquid asset classes.
Discretionary Wealth Management
Discretionary mandates with professional portfolio management according to the agreed strategy, including ongoing monitoring and adjustment of investments across various asset classes.
Enterprise and Family Solutions
Family office and entrepreneur solutions for holding structures, governance, succession planning, asset allocation, manager search and reporting, as well as support for the next generation.
Private Markets
Private Markets investments with Private Equity, Real Assets, Private Credit, as well as infrastructure and real estate, in open and closed structures.
Public Markets
Investments in liquid asset classes such as equities, bonds, funds, ETFs, structured products, money market and liquid alternative investments.
Digital Assets
Access to regulated trading and secure custody of cryptocurrencies, with integration into portfolios, e-banking and reporting.
Art Consult
Art Consult for investments in art, support for collections, art as a tangible asset and guidance in the art market.
Philanthropy
Philanthropy advisory with individual planning, support with donations, private foundations and donor-advised funds, as well as guidance by relationship managers.
Press

Media

May 13, 2026Media
Bergos: Privatbank spürt den Frühling
finews.ch
January 12, 2026Media
Bergos Privatbank: CEO demissioniert – Nachfolger gesucht
finews.ch
September 30, 2025Media
Fanal in Zürich-Banking: Privatbank Bergos kickt Seniors
insideparadeplatz.ch
September 9, 2025Media
Traditionsbank Bergos mit frechem Ansatz für junge Kunden
bilanz.ch
August 20, 2025Media
Neuer VR-Präsident der Privatbank Bergos | People | Aktuell
investrends.ch
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Location

Kreuzstrasse 5
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-106.250.725
Founded
1988 · 38 years
Last commercial register change
August 14, 2026
Employees
51 to 100

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