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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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.