31.10.2025
Strategic Advice
As your flexible, long-term partner, we work closely with you to gain a deep understanding of your goals, assess evolving market dynamics, and collaboratively shape a tailored investment strategy.
Our approach ensures alignment with your unique objectives, risk tolerance, and long-term vision—empowering confident, informed decision-making at every stage.
WE CONSIDER
YOUR
Personal goals, to ensure your investments reflect what truly matters to you.
Financial and tax situation, to optimize your strategy within your broader wealth framework.
Investment horizon, to align your portfolio with your short- and long-term needs.
Return objectives, so we can build a strategy that matches your performance expectations.
Willingness and ability to take risk, balancing growth potential with peace of mind.
Personal preferences to investment styles, incorporating the approaches you believe in.
Specific investment constraints, ensuring compliance with any legal, ethical, or structural requirements.
BERGOS CROSSROAD, OUR FAMILY OFFICE,
COMPLETES OUR OFFERING.
DIFFERENT ADVISORY MODELLS:
TO BEST SUIT YOUR NEEDS
WHAT WE DO
OUR PORTFOLIO
ADVISORY MANDATES
Cater to clients who wish to retain control over their investment decisions, while still benefiting from expert advice and sophisticated exchange about market movements and trends. This collaborative approach to wealth management offers tailored recommendations based on in-depth market analysis and research to form a basis for you to make the final investment decision.
Our Portfolio Advisory Mandates are ideal for those seeking expert guidance and insights while wanting to stay engaged, informed and in-charge of their investments.
OUR DISCRETIONARY
PORTFOLIO MANDATES
Offer expert portfolio management, tailored to your financial objectives and aligned with your risk-preferences and investment-horizon. By understanding each client’s unique goals, we manage your assets for you in the optimal way. We constantly monitor markets, adjust investments to improve performance and ensuring alignment with your expectations.
With our experienced team making strategic investment decisions on your behalf, you can enjoy peace of mind, knowing your assets are actively managed and optimized for growth and security.
DISCRETIONARY PORTFOLIO MANDATES:
OUR EXPERTISE COMBINED
INVESTMENTS
LIQUID ASSET CLASSES
We invest in all liquid asset classes. Liquid investments such as stocks, bonds, mutual funds, or cash are valued as portfolio components that offer financial agility. Delivering strong returns and ease of transaction, we follow a “best-in-class” approach to ensure a reliable performance in your portfolio.
NON-LIQUID ASSET CLASSES
Offering strong performance potential and stability, non-liquid assets are valued for their resilience and long-term investment horizon.
DIGITAL ASSETS
Bergos offers seamless access to regulated trading and secure custody of cryptocurrencies. Our clients can directly invest in the most liquid cryptocurrencies. The assets are fully integrated into the client portfolios and are displayed in e-banking and in reports.