Human Financial INTERMEDIARY SERVICES

Operating effectively and risk-consciously in the global financial markets requires a high level of expertise and constant attention. Bergos offers a dedicated External Asset Manager front-office system. Your clients can access the portfolios at any time, no matter where they are in the world by using our e-banking services. Furthermore, a daily SFTP data exchange (electronic reporting) can be offered to increase efficiency in your daily work.

Clients rely on our quick insights according to their individual requirements. We offer a wide range of products and services, including standard banking products, trading of securities, foreign exchange, precious metals, settlement, crypto and attractive Lombard loan solutions.

We offer a wide range of products and services, including market analysis, investment advice from our asset management and advisory teams, and the tailoring of customized products.

*Regulatory restrictions must be considered

The next generation are entrepreneurs, innovators, investors, creatives, collectors and future industry leaders. With a dedicated offering and specialized team for our younger clients, we strongly believe in creating and fostering community, educating young investors and bringing them together.

We see art not just as a financial opportunity – for us it is an emotional asset. We build collections, organize commissions, exhibitions and publications. We value individual works, advise on new acquisitions and sales. We manage insurance and storage, write audit reports and arrange legal advice.

Our Enterprise and Family Solutions offer reliable support in managing particularly complex and diversified investments. Stemming from our noteworthy long tradition, we are one of the leading providers of family office services in Europe and the Middle East. We assist wealthy families in ensuring their long-term financial security and protecting their future legacies.