Services

We offer both individual advisory mandates and discretionary portfolio management. We focus on all liquid and non-liquid asset classes as well as alternative investments.

ADVISORY MANDATES

Operating effectively and risk-consciously in the global financial markets requires a high level of expertise and constant attention. Bergos offers individual advice to clients who want to actively participate in deciding on the investment of their assets. Our advisory mandates give you exclusive access to our broad investment expertise. You can choose between three models with different levels of service.

DISCRETIONARY MANDATES

If you do not wish to be constantly involved with the markets and investment issues, we will work with you and, based on an in-depth understanding of your objectives, develop the investment strategy that is right for you and manage your portfolio. This is carried out in a sophisticated investment process by a team of experienced investment specialists.