Asset manager in the
Canton of Bern
123 companies in Asset manager based in the Canton of Bern — name and year of registration from the commercial register.
50 of 123 companies
Valency Finance GmbH
Since 2017 · 1–10 empl.4.9(34)
The core activity of Valency Finance is independent insurance and financial consulting, including insurance broking, financial planning, trust, tax and corporate consulting.
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.
BVG-Sammelstiftung Jungfrau
Since 1988 · 11–20 empl.
The core activity of Assurinvest AG is the management and investment of pension funds for small and medium-sized enterprises within the framework of occupational pension provision (BVG). In particular, the company offers pension solutions where the risks of death and disability are borne by a life insurance company and the investment strategy is focused on controlled risk utilization with international diversification.
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.
Matthias Gubler AG
Since 2002 · 1–10 empl.
Matthias Gubler AG provides independent wealth advisory and services in tax returns, financial planning, retirement planning, succession planning and fiduciary matters. It advises private individuals and businesses.
FISC-Center GmbH
Since 2002 · 11–20 empl.4.3(6)
The core activity of FISC-Center GmbH is wealth management, financial planning, pension and retirement planning, as well as legal advice and representation for individuals and SMEs.
Daniel Bürki Beratungen GmbH
Since 2002 · 1–10 empl.
Daniel Bürki Beratungen GmbH advises private and business clients on financial planning and retirement provision. Its services include asset management, investments in precious metals, options for pension and vested benefits capital, and home financing.
RH Finance GmbH
Since 2003 · 1–10 empl.
RH Finance GmbH is an independent wealth management firm focused on wealth and investment management as well as bespoke multi-family office solutions. It also provides services in investment finance, business finance, strategic planning, and related tax and legal structuring support through trusted specialists.
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.
MITHRAS Finanzplanung AG
Since 2006 · 1–10 empl.
MITHRAS Finanzplanung AG provides independent financial advice to individuals and SMEs. Its services include preparing tax returns and advising on insurance, retirement provision, wealth planning, and financial and pension 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.
Haute Capital Partners AG
Since 2017 · 11–20 empl.
The core activity of Haute Capital Partners is wealth management and investment management for high net worth individuals and institutional partners, with a focus on risk management, sustainable growth and long-term value creation.
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.
zurflüh - bureau
Since 2014 · 1–10 empl.
zurflüh - bureau provides fiduciary and office services for businesses, associations and private individuals. Its services include financial, accounts payable and accounts receivable bookkeeping, administrative and organisational tasks, and support with tax, insurance and pension matters.
Geelhaar & Hofer Vermögensentwicklung KLG
Since 2020 · 1–10 empl.
Geelhaar & Hofer Vermögensentwicklung KLG provides financial planning and wealth management services for private clients. Its services include investment advice and risk management, property valuation and consultancy, support with property purchases and sales, and financing advice.
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.
Haute Capital Management SA
Since 2024 · 1–10 empl.
The company's core activity is wealth management and investment for high net worth individuals and institutional partners, with a focus on risk management, sustainable growth and long-term value appreciation.
Bühler Vermögensverwaltung AG
Since 2025 · 1–10 empl.
Bühler Vermögensverwaltung AG is an independent asset manager authorised by FINMA, providing wealth advice, asset management and investment advice. Its approach includes long-term investment strategies and direct investments such as equities and bonds.
Finecapital AG
Since 2010 · 1–10 empl.3.0(2)
The company's core activity is wealth management and consulting for professional clients, particularly in the areas of: wealth management, wealth consulting, asset allocation, mutual fund and individual stock selection, family office services, wealth structuring and consolidation, tax-efficient wealth planning, reporting and portfolio analysis. The company also offers specialized services such as real estate management, physical precious metal trading and classic wealth management.
Aarbay AG
Since 2025 · 1–10 empl.
Aarbay AG provides independent financial, investment and wealth advice to private individuals. Its services include advice on individual financial instruments and overall portfolios, portfolio analysis and construction, and investment planning; through its Monetracy brand, it also offers financial education.
EMJ Swiss Stocks AG
Since 2026 · 1–10 empl.
EMJ Swiss Stocks AG is an independent asset management company offering discretionary portfolio management, investment advice and execution-only services. Its Swiss Opportunities Portfolio focuses primarily on Swiss equities, including small and mid-cap stocks; the company also provides family office services on request and can structure financial products.
SIFI Holding AG
Since 2008 · 11–20 empl.
Diligentia AG: The company's core activity includes services in the areas of family office, tax consulting, legal consulting, and international transactions. SIFI Holding AG: The company's core activity consists of managing holdings and investments as a holding company.
WHC GmbH
Since 2013 · 1–10 empl.
variant perception ventures ag
Since 2018 · 11–20 empl.
variant perception ventures ag is an entrepreneurial investment firm that supports medium-sized companies with succession, growth capital, MBO/MBI financing, carve-outs and business transformation. It provides growth funding, supports management-led acquisitions and acts as an active owner by contributing capital, strategic guidance and board-level support, focusing on IT & software, healthcare, safety & sustainability and B2B services.
ED nest GmbH
Since 2020 · 1–10 empl.
The core activity of ED Nest GmbH is asset management.
Ventus Global Invest AG
Since 2020 · 1–10 empl.
Ventus Global Invest AG operates in the field of assets and describes itself as a point of contact for asset-related matters.
Cusack Patrimoine
Since 2021 · 1–10 empl.
Cusack Patrimoine offers services in the areas of wealth management, tax planning, and pension planning. The core activities include: tax consulting and planning, wealth management and planning (Family Office), pension planning (individual and professional), personal insurance (for self-employed and SMEs), mandate management for individuals with special needs (e.g. incapacity, curatorship), and consulting in social matters. The company provides its clients with individual solutions and consulting to achieve their financial and personal goals.
Montalis Finanz GmbH
Since 2025 · 1–10 empl.
Montalis Finanz GmbH provides tax advisory services and financial advice on saving, retirement planning, investments and insurance. Services include tax return preparation and review, appeal checks, individual training and personalised financial consultations.
J Caird Investments AG
Since 2025 · 1–10 empl.
J Caird Investments AG is a family office focused on leveraged derivatives. It invests and trades in options, futures and other derivatives, as well as across equities, commodities, rates and currencies.
Kuhn & Co.
Since 1998 · 1–10 empl.
ZD Finanz GmbH
Since 2004 · 1–10 empl.
IFS International Financial Services Ltd.
Since 2008 · 1–10 empl.
The core activity of IFS International Financial Services is the provision of financial services, particularly in the field of digital finance, cryptocurrencies and blockchain technologies. The company offers consulting, management and solutions to customers seeking sustainable and environmentally friendly financial products. Specific services include the creation of personalized wallets, tokens and support for the use of cryptocurrencies.
Rajka Property AG
Since 1931 · 1–10 empl.
Stauffer AG
Since 1946 · 1–10 empl.
Louise Blackborne-Stiftung
Since 1948 · 1–10 empl.
Imega SA
Since 1954 · 1–10 empl.
FT Finanz- und Handels AG
Since 1957 · 1–10 empl.
Gurtner Verwaltungen AG
Since 1959 · 1–10 empl.
Orporeal AG
Since 1976 · 1–10 empl.
CMPH Beteiligungs-AG
Since 1981 · 1–10 empl.
Majuka AG
Since 1982 · 1–10 empl.
P. Widmer Treuhand AG
Since 1983 · 1–10 empl.
Fisa Verwaltungen AG
Since 1984 · 1–10 empl.
Bösch & Co.
Since 1985 · 1–10 empl.
Asset manager in the Canton of Bern
Asset manager in the region
Point size by number of companies per place.
Source: commercial register (Zefix) · as of November 6, 2026
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