External Asset Management in the
Canton of Bern

67 companies in External Asset Management based in the Canton of Bern — name and year of registration from the commercial register.

Companies

50 of 67 companies

Von Graffenried Holding AG Logo

Von Graffenried Holding AG

Since 1984

Family office servicesCoordinationPlanning and management (reporting)
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BVG-Sammelstiftung Jungfrau Logo

BVG-Sammelstiftung Jungfrau

Since 1988

BVG collective foundation affiliation for SMEsWhite-label pension solution for financial services providersIndividual pension plan design
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v.FISCHER INVESTAS Vermögensverwaltung AG Logo

v.FISCHER INVESTAS Vermögensverwaltung AG

Since 1997

Wealth managementCorporate financeLegal services
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OLZ AG Logo

OLZ AG

Since 2001

Wealth management solutionsInstitutional investment solutionsRisk-based equity solutions
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Matthias Gubler AG Logo

Matthias Gubler AG

Since 2002

Comprehensive advisory
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FISC-Center GmbH Logo

FISC-Center GmbH

Since 2002

Wealth ManagementRetirement PlanningRetirement and Financial Planning
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Daniel Bürki Beratungen GmbH Logo

Daniel Bürki Beratungen GmbH

Since 2002

Wealth managementAlternative investmentsPension and vested benefits capital
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RH Finance GmbH Logo

RH Finance GmbH

Since 2003

Wealth managementFinancingLegal and tax structuring
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United Machining Solutions Management AG Logo

United Machining Solutions Management AG

Since 2004

Customer CareSurface and profile grinding machinesCylindrical grinding machines
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Fontaris AG Logo

Fontaris AG

Since 2004

Wealth managementAsset managementFund selection and fund-of-funds management
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MITHRAS Finanzplanung AG Logo

MITHRAS Finanzplanung AG

Since 2006

Filing tax returnsTax advisoryRetirement planning advice
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Legato Vermögensmanagement AG Logo

Legato Vermögensmanagement AG

Since 2007

Wealth planningAsset managementFamily Office
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SIFI Holding AG Logo

SIFI Holding AG

Since 2008

Holding companyFamily Office Services
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Dr. Milène Wegmann & Partner Vermögensverwaltung AG Logo

Dr. Milène Wegmann & Partner Vermögensverwaltung AG

Since 2008

Asset management mandatesInvestment advisory mandatesWealth management for family offices, foundations and private clients
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TFO The Family Office AG Logo

TFO The Family Office AG

Since 2009

Asset ManagementInvestment AdviceRetirement Planning
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v.FISCHER INVESTAS Office AG Logo

v.FISCHER INVESTAS Office AG

Since 2009

Wealth managementCorporate FinanceLaw
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Finecapital AG Logo

Finecapital AG

Since 2010

Wealth managementFamily Office ServicesReal estate in Switzerland
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Pagliuca Finance & Consulting Logo

Pagliuca Finance & Consulting

Since 2010

Wealth managementReal estate advisoryFinancing
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Trion Invest AG Logo

Trion Invest AG

Since 2012

Wealth managementFund management
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WHC GmbH Logo

WHC GmbH

Since 2013

Consulting for Trading, Treasury & Risk ManagementProject Management and Implementation across All Process PhasesConsulting for Front, Portfolio and Back Office Systems
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zurflüh - bureau Logo

zurflüh - bureau

Since 2014

AccountingAdministrative tasksWealth management
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Haute Capital Partners AG Logo

Haute Capital Partners AG

Since 2017

Private equity investment companyExchange-listed exposure to private Swiss companiesActive participation management
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Von Graffenried Immobilien SICAV Logo

Von Graffenried Immobilien SICAV

Since 2020

Property managementRental listingsValuation / Consulting
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ED nest GmbH Logo

ED nest GmbH

Since 2020

Wealth management
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Geelhaar & Hofer Vermögensentwicklung KLG Logo

Geelhaar & Hofer Vermögensentwicklung KLG

Since 2020

Wealth managementWealth planningFinancing advisory
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1a-Finanzen GmbH Logo

1a-Finanzen GmbH

Since 2020

Investments & Wealth Management1A-Immobilien.ch & MortgagesAccounts & E-Banking & Securities Trading
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Cusack Patrimoine Logo

Cusack Patrimoine

Since 2021

Individual pension planningOccupational pension planningLife and personal insurance
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variant perception ventures ag Logo

variant perception ventures ag

Since 2021

Company successionGrowth capitalManagement Buyout / Management Buyin
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Ventus Global Invest AG Logo

Ventus Global Invest AG

Since 2022

Wealth management
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Haute Capital Management SA Logo

Haute Capital Management SA

Since 2024

Private equity investment companyLong-term investments in Swiss growth companiesInvestor relations and disclosure
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Montalis Finanz GmbH Logo

Montalis Finanz GmbH

Since 2025

Tax advisoryRetirement planningRetirement
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Kuhn & Co. Logo

Kuhn & Co.

Since 1998

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ZD Finanz GmbH Logo

ZD Finanz GmbH

Since 2004

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IFS International Financial Services Ltd. Logo

IFS International Financial Services Ltd.

Since 2008

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Valency Finance GmbH Logo

Valency Finance GmbH

Since 2017

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GV

Gurtner Verwaltungen AG

Since 1959

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PW

P. Widmer Treuhand AG

Since 1983

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B&

Bösch & Co.

Since 1985

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AC

ACT Currency Partner AG

Since 1992

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LL

LTT Les Trois Templiers GmbH

Since 1994

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HM

Horizont-Versicherungstreuhand M. Schmutz

Since 1996

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A&

A. & C. Gross AG

Since 1997

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FF

Florio Francis

Since 1998

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AA

Alpen Anlagen GmbH

Since 2002

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UT

UNA TRUST & INVESTMENT GMBH

Since 2004

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KA

Krex AG

Since 2005

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SV

Stalder Vermögensverwaltung GmbH

Since 2006

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BR

Beni Reali GmbH

Since 2007

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FJ

FinanzZentrum Jungfrau AG

Since 2010

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AD

Arte di Riunire Investments GmbH

Since 2010

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External Asset Management in the Canton of Bern

67External Asset ManagementCommercial register (Zefix) · as of August 26, 2026
2010Median year of registrationCommercial register (Zefix) · as of August 26, 2026
67in the Canton of BernCommercial register (Zefix) · as of August 26, 2026
3,413in SwitzerlandCommercial register (Zefix) · as of August 26, 2026
Locations

External Asset Management in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of August 26, 2026

Largest places

Bern23