THE NEXT GENERATION

The next generation are entrepreneurs, innovators, investors, athletes, creatives, collectors and industry leaders. With a dedicated offering and specialized team for younger clients, we strongly believe in creating and fostering community, educating young investors and bringing them together. Our exclusively designed communities are the perfect place to network and connect.

BERGOS START

FLEXIBILITY FOR YOUNG INVESTORS

Designed for our young investors who think long-term and want to build up their assets systematically. The strategy can be adapted with a lower initial investment of 50’000. There is also full flexibility: START-investors can transfer the amount of money they want, when, and how often they want. Clients younger than 25 years also will not be charged the basic fee.

SIMPLE LONG-TERM INVESTMENT

Based on the GLOBAL ETF STRATEGY, investments are allocated purely through ETF and similar vehicles. These exchange traded funds (ETF) offer diversified, low cost and tax efficient access to the global investment markets. They are also designed to track the performance of specific indices. The strategy is available in different risk profiles.

COST EFFECTIVE & TRANSPARENT

We will invest in the best interest of our clients, whenever possible we bundle our trades for the START- investments with other clients who follow a similar strategy, this allow us to minimize external trading costs per client like brokerage fees. BERGOS itself will not be charging any transaction fees, your all-in fee is based on assets under our management. Our clients will be able to follow our investments and transactions through our eBanking platform.

The needs and priorities of the next generation are a focus of ours. Our offering is designed to provide the best possible service to the next generation of investors and help them navigate the world.

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