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DirectoryFinance & InsuranceExternal Asset ManagementBernLegato Vermögensmanagement AG
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Legato Vermögensmanagement AG

Summary

About the company

The core activity of LEGATO Vermögensmanagement AG is independent wealth management and consulting for private clients, including the analysis and optimization of wealth situations, the development of wealth concepts and the active management of assets.

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Industry:External Asset ManagementFunds & Investment Companies
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Wealth planning
Overall wealth concept tailored to life situation, financial resources, needs, expectations and future plans; including strategy development and the advisory process.
Asset management
Individual asset management including investment concept, investment strategy, investment process, implementation and custody account review; focused on security, predictability and returns.
Family Office
Family Office services for individuals and entrepreneur families, including management of private assets, wealth planning, asset management, tax and legal advisory services, as well as estate and succession planning.

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Location

Thunstrasse 78
3006 Bern

At a glance

Legal form
Corporation
UID
CHE-113.737.027
Founded
2007 · 19 years
Last commercial register change
June 23, 2026
Employees
11 to 20

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