BBGI SA is an independent wealth manager, fund manager and FINMA-authorised adviser that provides portfolio management, investment strategies, research and advisory services to institutional and private clients.
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Products & services
Industry:External Asset Management
✓ Offered4
Wealth management
Discretionary management of mandates and investment advice, with optimisation of the interfaces between wealth management and the custodian bank, family office services and legal, tax and real-estate solutions.
Asset management and advisory for institutional investors
Advice and management for pension institutions, definition of investment strategies, monitoring of investments, overall risk control and disciplined investment processes.
Investment funds
Investment funds used in management concepts for certain asset classes, with access to a range of funds and selection of management products.
BBGI indices
Proprietary financial indices, including BBGI Private Banking, BBGI OPP2 Compliant, BBGI-oekom Low Carbon, BBGI ESG Swiss Equities and BBGI Clean Energy 100.
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