WE ARE AN INDEPENDENT Swiss private bank
WITH HEADQUARTERS IN ZURICH AND A BRANCH IN GENEVA.
WE HAVE A CLEAR FOCUS: TO PROTECT AND GROW YOUR WEALTH.
We believe in a holistic approach that is centered around you as an individual, taking into account all aspects of your life and their connectedness.
A Clear
Business
model
Bergos AG is an independent Swiss Private Bank specialized in wealth management. We offer investment solutions in all liquid and non-liquid asset classes. We focus on asset management and advisory, furthermore offering services beyond money such as Art Consult and Multi Family Office Services.
A Particular Approach
Our approach considers the individual, not only the amount of assets entrusted to us. Care and risk awareness guide our decisions, augmented by a holistic consideration of our clients’ individual needs and circumstances. With a focus on private clients, family entrepreneurs, next generation, and shipping clients, we seek to be your trusted partner in all wealth related aspects and beyond.
A unique direction
Both our structure and culture are particularly entrepreneurial. Our owners are experienced entrepreneurs whose companies are among the most successful in Switzerland, Germany and the world. They know what excellence looks like and what a first class bank must offer its clients. We draw on this international network to optimize our strategies and to find the ideal solutions for you.
A Remarkable Legacy
In 2018, the year of our 30th anniversary in the financial center Switzerland, a group of entrepreneurial shareholders, together with the current management acquired 80.1% of the Bank and therewith established Bergos Berenberg AG. As agreed, the former parent company sold the remaining shares at the end of 2020 and Bergos AG emerged as a fully independent Swiss Private Bank. Rooted in a remarkable tradition that traces back to 1590, our outlook on private banking and our approach to wealth management are based on the ideals of permanence and continuity.
Annual
Report
Our annual report is an in-depth report on company’s financial performance over the last year and future expectations.
Our People
Our owners are experienced entrepreneurs whose professional endeavours are among the most successful businesses in Switzerland, Germany, and the world.
They know what excellence looks like. And they know what an excellent bank needs to offer its clients.
non-negotiables
A value-driven company can only be successful
if it allows for a diversity of values, rooted within
each individual. That is why we do not define our
company ethos, but promote an atmosphere of
lived and shared value diversity.
There are, however, certain principles that form
the basis of our actions. These are the bank’s
non-negotiables.
RESPECT
Respect for the wishes and rights of others is
the foundation of our culture. It is indispensable
to our business and our lives. We always act
with respect.
EMPATHY
The ability and willingness to see both the
perspective and needs of others from their point
of view is essential to us. We always seek to
understand our counterparts.
OPEN-MINDEDNESS
We value a person’s never ending curiosity.
A strong desire to know more and a keen interest
in everything that surrounds us is fundamental.
We always keep an open mind.