HUMAN PRIVATE BANKING

Insights

AdvisoryMandates

If you prefer to stay actively involved in your investment decisions while benefiting from professional support, our Advisory Mandates are designed for you. Based on a profound understanding of your goals, we provide tailored investment. You remain in control of your portfolio, while your personal Relationship Manager and our experts support you with the information and tools you need to make well-informed decisions.


We offer three levels of advisory service, tailored to your needs and level of market involvement.

OUR THREE
MODELS

BASIC

As a long-term oriented investor, your personal Relationship Manager will present you with attractive investment opportunities and assist you in implementing your individual investment strategy.

PREMIUM

You are an active investor with a focus on opportunities and risks, both at a strategic and tactical level. Your personal Relationship Manager offers you individualised, and proactive investment advice as well as a systematic portfolio monitoring.

PREMIUM PLUS

You are an active investor with a focus on opportunities and risks, both at a strategic and tactical level. Your personal Relationship Manager offers you individualised proactive and comprehensive investment advice as well as a tailor-made portfolio monitoring. In addition, you get exclusive access to our investment specialists in all asset classes.

PORTFOLIO ADVISORY
MANDATES

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BASIC PORTFOLIO ADVICEPREMIUM PORTFOLIO ADVICE
ADVISED UNIVERSEMutual Funds
ETFs		Single Stocks
Mutual Funds
ETFs
Single Bonds
Structured Products
Illiquid Investments
INCORPORATION OF YOUR PERSONAL PREFERENCESExclusion Rules
Allocation Preferences
Exposition Preferences
Risk Preferences		Exclusion Rules
Allocation Preferences
Exposition Preferences
Risk Preferences
INVESTMENT OPPORTUNITIESFocus on Mutual Funds & ETFsAcross all Asset Classes
AVAILABLE INVESTMENT STRATEGIESBergos Global ETF StrategiesFull Suite

Reach out to us

We look forward to assisting you with any questions or enquiries you might have.

info@bergos.ch