Family office in the
Canton of Bern

DMG Armaturen GmbH

Since 2005 · 11–20 empl.

The core activity of DMG Armaturen GmbH is the production and sale of raw fittings and accessories, in particular sanitary fittings and accessories, for water installation and distribution.

Trion Office AG

Since 2019 · 21–50 empl.

Trion Office AG is an asset manager and portfolio manager for actively managed Swiss-domiciled funds. The company offers wealth management and fund management services with an independent, transparent approach focused on long-term investment strategies.

Prime Invest AG

Since 2024 · 1–10 empl.·5.0(1)

Prime Invest AG is an independent financial advisory firm that brings together services and products from banks, insurers and other providers. Its services cover wealth building and investments, pensions and insurance, retirement planning, financial planning, real estate and mortgages, and legal arrangements.

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.

STEERING SERVICES SA

Since 2008 · 1–10 empl.

STEERING SERVICES SA provides multi-jurisdictional corporate and bespoke private client services. Services include compliance and administrative support for corporate structures, contract drafting, advice on company and tax matters, assistance with residency and wealth structuring for private clients, and trust, foundation and trustee solutions for succession and asset protection.

Bratschi Family Office AG

Since 2011 · 1–10 empl.

The core activity of Bratschi Family Office is the management and administration of the assets of one or several families, including investment advice, asset management, estate planning and other services tailored to the individual needs of the family.

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.

KORAS AG

Since 1968 · 1–10 empl.

Fondation de Famille William de Neufville

Since 1995 · 1–10 empl.

Madisa AG

Since 1998 · 1–10 empl.

Swissval AG

Since 2003 · 1–10 empl.

diligentia AG

Since 2004 · 1–10 empl.