External Asset Management in the
Canton of Bern
126 companies in External Asset Management based in the Canton of Bern — name and year of registration from the commercial register.
50 of 126 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 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.
Matthias Gubler AG
Since 2002 · 1–10 empl.
The core activity of Matthias Gubler AG is independent wealth management, including services in the areas of tax returns, financial planning, retirement planning, succession planning and trust services.
Daniel Bürki Beratungen GmbH
Since 2002 · 1–10 empl.
The core activity of Daniel Bürki Beratungen GmbH is independent financial consulting and asset management for private clients, particularly in the areas of pension planning and financial planning. The specific activities include: Alternative investments (e.g. precious metals such as gold and silver), Asset management (from CHF 100,000.-), Pension and freedom of movement capital (2nd and 3rd pillar), Home financing (mortgage offers from the banking and insurance industry). The company offers independent consulting and support for customers in these areas.
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.
United Machining Solutions Management AG
Since 2004 · 51–100 empl.
United Machining Solutions Management AG is an entity of UNITED MACHINING SOLUTIONS, created through the merger of UNITED GRINDING Group and GF Machining Solutions. The organisation develops and supplies grinding machines, EDM and laser machines, measuring equipment and additive toolmaking machines, and provides related service and digitalisation 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.
MITHRAS Finanzplanung AG
Since 2006 · 1–10 empl.
The core activity of WEST Beratungszentrum GmbH is to provide consulting services to private individuals and companies in the following areas: Financial consulting, Asset management, Tax consulting (including preparation of tax returns), Insurance consulting (property, asset and personal insurance), Pension planning, and Capital investment. The company offers individual and professional consulting services to optimize the financial affairs of its clients.
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.
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.
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.
Geelhaar & Hofer Vermögensentwicklung KLG
Since 2020 · 1–10 empl.
Geelhaar & Hofer Vermögensentwicklung KLG provides wealth planning and asset management services for private clients, including risk profiling and portfolio strategy. Its services include discretionary portfolio mandates, investment advice, real estate advisory and valuation, transaction support and financing advice; portfolio implementation is carried out in part via Trion Invest AG.
zurflüh - bureau
Since 2014 · 1–10 empl.
The core activity of zurflüh-bureau is the provision of trust and tax services, particularly in the areas of accounting, administrative tasks, asset management, and structuring of office workflows. The company offers these services as an outsourcing solution for small and medium-sized enterprises (SMEs), enabling them to focus on their core business.
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.
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 wealth manager that provides personal advisory services, wealth management and portfolio structuring. The company follows a long-term investment approach based on direct investments, diversification and risk management.
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 financial information, financial education, and related content focused on wealth building and investment decisions. Through its Monetracy brand, Aarbay AG offers financial learning formats such as bootcamps, e-learning, private coaching, and an ETF newsletter.
EMJ Swiss Stocks AG
Since 2026 · 1–10 empl.
EMJ Swiss Stocks AG is an independent asset management company. It offers only the wealth management mandate "Swiss Opportunities Portfolio", with a focus on Swiss equities and broadly diversified direct investments.
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.
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.
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.
The core activity of Ventus Global Invest AG is comprehensive wealth management and care for private clients, including: * Real estate project management and leadership * Wealth Management * Trust and tax consulting * Strategic consulting and optimization of assets. The company acts as an independent partner for all assets and offers individual solutions for complex asset situations.
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.
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 derivatives trading. The company specializes in options, futures and other derivative instruments, and uses market analysis and risk management in its investment approach.
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.
External Asset Management in the Canton of Bern
External Asset Management in the region
Point size by number of companies per place.
Source: commercial register (Zefix) · as of October 10, 2026
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