Asset manager in
Bern

Von Graffenried Holding AG

Since 1984 · 101–500 empl.

The core activity of the Von Graffenried Group encompasses the provision of services in the following four main areas: 1. Private Banking: The company offers banking services for private clients. 2. Real Estate: The Von Graffenried Group is active in the real estate sector and provides corresponding services. 3. Trust: The company offers trust services, including legal and tax consulting. 4. Law: The Von Graffenried Group provides legal services, including legal advice and representation. In addition, the company also offers services in the areas of Family Office, Centre of Competence Foundations and Law.

v.FISCHER INVESTAS Vermögensverwaltung AG

Since 1997 · 11–20 empl.

v.FISCHER INVESTAS Vermögensverwaltung AG provides wealth management and investment advisory services for individuals, businesses, pension institutions and other organisations. Its activities also include occupational pensions, real estate, family office services, corporate finance and legal services.

OLZ AG

Since 2001 · 21–50 empl.

The core activity of OLZ is asset management, particularly investment advice and management for institutional and private clients, with a focus on sustainable and risk-based investment strategies. The company offers various services, including asset management, wealth management, asset management for private clients and pension solutions.

Fontaris AG

Since 2004 · 11–20 empl.

Fontaris AG is an independent asset manager that manages individual portfolios and investment funds. Its services also include managing vested benefits capital and providing financial planning.

Legato Vermögensmanagement AG

Since 2007 · 11–20 empl.

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.

Dr. Milène Wegmann & Partner Vermögensverwaltung AG

Since 2008 · 1–10 empl.

Dr. Milène Wegmann & Partner Vermögensverwaltung AG provides asset management services to private and professional clients. It develops investment strategies and follows a value approach, focusing particularly on undervalued companies.

TFO The Family Office AG

Since 2009 · 1–10 empl.

TFO The Family Office AG provides wealth management and investment advice for families, individuals and other clients. Its services also include pension and financial planning, fiduciary and tax services, and investment approaches tailored to clients’ sustainability requirements.

v.FISCHER INVESTAS Office AG

Since 2009 · 21–50 empl.

v.FISCHER INVESTAS Office AG provides holistic wealth and advisory services, including asset management, pension solutions, real estate services, family office support, corporate finance and legal advisory.

Pagliuca Finance & Consulting

Since 2010 · 1–10 empl.

The core activity of Pagliuca Finance & Consulting is wealth management and consulting, including portfolio management, real estate, financing, pension planning and insurance.

Trion Invest AG

Since 2012 · 11–20 empl.

Trion Invest AG is an owner-managed asset manager that provides discretionary asset management mandates and acts as portfolio manager for actively managed, Switzerland-domiciled investment funds. The firm follows a long-term, transparent investment approach emphasizing direct investments and independent, systematic decision-making.

Von Graffenried Immobilien SICAV

Since 2020 · 1–10 empl.

Von Graffenried Immobilien SICAV is a real estate company offering property management services and rental listings for residential and commercial premises. Its services also include valuation and consulting and online tools for tenants and owners.

1a-Finanzen GmbH

Since 2020 · 1–10 empl.

The company's core activity encompasses the areas of finance, real estate and asset management. Specifically, the company offers services such as investment management, asset management, mortgages, real estate marketing and consulting, account and e-banking, securities trading, pension planning, insurance, retirement planning and tax consulting.