External Asset Management 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 comprehensive wealth services and advisory in asset management, pension solutions, real estate, corporate finance, legal services and family office. Its services target private clients, families, entrepreneurs, SMEs, pension institutions and other institutional clients and include asset management, investment advisory, real estate management and related legal and succession advice.

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.

The company's core activity is wealth management, specifically wealth management and asset management, including investment advice, portfolio management and risk management for private and institutional clients. The company also offers complementary services such as financial planning, pension and estate planning, insurance solutions and legal advice.

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.

The core activity of Dr. Milène Wegmann & Partner Vermögensverwaltung AG is wealth management with a consistently applied value approach, in particular the management of stocks and other securities for its clients.

TFO The Family Office AG

Since 2009 · 1–10 empl.

TFO The Family Office AG provides independent wealth management and investment advisory services. Its offerings include pension advice, financial planning, fiduciary and tax services, and sustainability/ESG assessments; the company is licensed as an asset manager by FINMA.

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.