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DirectoryFinance & InsuranceBanksGenevaBERGOS AG, Zweigniederlassung Genf
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BERGOS AG, Zweigniederlassung Genf

Summary

About the company

BERGOS AG, Zweigniederlassung Genf is an independent, internationally operating Swiss private bank that provides wealth management and advisory services to private clients, entrepreneurs and institutional investors. Services include strategic advice, advisory and discretionary mandates, investment access to public and private markets including digital assets, art consultancy and enterprise/family-office solutions.

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Offering

Products & services

Industry:Banks
✓ Offered7
Portfolio management mandates
Discretionary portfolio management with a coordinated investment strategy, ongoing market monitoring and portfolio adjustments; several mandate models such as Bergos Core, Bergos Global ETF, Bergos Direct and Bergos Private Markets.
Advisory mandates
Investment advisory with three advisory levels, tailored investment proposals and portfolio monitoring; Basic, Premium and Premium Plus with different involvement in investment decisions.
Strategic advisory
Strategic investment advisory for developing a tailored investment strategy, taking into account objectives, risk tolerance, financial situation, investment horizon and personal preferences.
Entrepreneur and Family Office solutions
Family-office-style guidance for entrepreneur families with holding structures, governance, succession planning, strategic asset allocation, family governance and support for the next generation.
Private Banking
Comprehensive wealth management and protection for private individuals, family businesses, maritime clients and the next generation; individual services, advisory, wealth management and access to events and networking.
Public Markets
Investment expertise for liquid assets with global strategic allocation, top-down capital market analysis, bottom-up selection, and a focus on equities, bonds, funds, structured products and alternative investments.
Private Markets
Investment expertise for illiquid assets with private equity, real assets, private credit, as well as infrastructure and real estate; manager selection, due diligence and portfolio optimization.
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Location

Quai du Mont-Blanc 29
1201 Geneva

At a glance

Legal form
Branch
UID
CHE-432.832.254
Founded
2011 · 15 years
Last commercial register change
September 13, 2021
Employees
21 to 50

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