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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,843 companies indexed · Last updated: today
DirectoryFinance & InsuranceFamily OfficesBernPrime Invest AG
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Prime Invest AG

Summary

About the company

Prime Invest AG is an independent financial advisory firm. It aggregates and coordinates products from banks, insurers and other providers and offers services including wealth accumulation and investment advice, pension and insurance planning, financial planning, real estate and mortgage advisory, and legal arrangements.

AI-generated
Offering

Products & services

Industry:Family Offices
✓ Offered7
Financial advisory
Neutral and comprehensive financial advisory tailored to personal needs; analysis of the overall situation, development of individual concepts and support on topics such as investments, provision, retirement, real estate and legal matters.
Building and investing wealth
Modern investment solutions for systematic wealth building; support with investment strategy, return questions and risk positioning with a focus on simplicity, transparency and effectiveness.
Provision and insurance
Provision and insurance advisory; analysis of the provision situation, review of benefit gaps in cases of invalidity or death, identification of overinsurance and ongoing support within the insurance mandate.
Planning retirement
Retirement planning with a comprehensive analysis of the financial situation; development of a retirement concept tailored to needs and clarification of pension income, capital withdrawal and early retirement.
Financial planning
Financial planning to review the overall situation; analysis of saving potential, taxes, home ownership and retirement provision, as well as development of an individual concept.
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Location

Hier entsteht die Karte
Weltpoststrasse 5
3015 Bern
Opening hours
Mon
13:00 - 18:00
Tue
10:00 - 18:00
Wed
10:00 - 18:00
Thu
10:00 - 18:00
Fri
10:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Branch
UID
CHE-177.446.791
Founded
2024 · 2 years
Last commercial register change
November 3, 2025
Employees
1 to 10

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