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January 2026
TOP-DOWN CAPITAL MARKETS ANALYSIS
MACRO / BASE CASE SCENARIO
Equities
Fixed Income
Alt. Investments
Currencies
Investment Committee
Bergos Portfolios
Single Stock Selection
Single Bond Selection
Fund Selection
Structured Products
APPROACH FOR
OUR HOLISTIC
WE ARE AN INDEPENDENT SWISS PRIVATE BANK
Our Philosophy
Our
Clients
INVESTMENT PROCESS
PHILANTHROPY
SERVICES
OUR SERVICES
Bergos Crossroad AG Board of Directors
Our Solutions
We believe that optimal wealth management goes beyond just considering the amount of assets entrusted to us.
Our service offering will be tailored to each individual client, also specifically to the needs and interests of the Next Generation.
We believe that optimal wealth management goes beyond just considering the amount of assets entrusted to us.
Our service offering will be tailored to each individual client, also specifically to the needs and interests of the Next Generation.
Our brand philosophy embodies our bank’s aspiration, strength and conviction that people and qualities such as respect, empathy and openness should guide private banking activities. This approach shapes our initiatives and defines Bergos’ outlook towards its clients, employees and stakeholders. That’s why humans matter.
- Find support and guidance from your Relationship Manager, ready to assist you in every step of your philanthropic journey
- Gain valuable insights on impactful projects directly from our dedicated Philanthropy experts, ensuring your contributions make a meaningful difference.
- Unlock financial benefits by leveraging our partner’s expertise in setting up tax exemptions, maximizing the positive impact of your giving while optimizing your fiscal advantages.
Our brand philosophy embodies our bank’s aspiration, strength and conviction that people and qualities such as respect, empathy and openness should guide private banking activities. This approach shapes our initiatives and defines Bergos’ outlook towards its clients, employees and stakeholders. That’s why humans matter.
- Find support and guidance from your Relationship Manager, ready to assist you in every step of your philanthropic journey
- Gain valuable insights on impactful projects directly from our dedicated Philanthropy experts, ensuring your contributions make a meaningful difference.
- Unlock financial benefits by leveraging our partner’s expertise in setting up tax exemptions, maximizing the positive impact of your giving while optimizing your fiscal advantages.
Our brand philosophy embodies our bank’s aspiration, strength and conviction that people and qualities such as respect, empathy and openness should guide private banking activities. This approach shapes our initiatives and defines Bergos’ outlook towards its clients, employees and stakeholders. That’s why humans matter.
A REMARKABLE LEGACY
Bergos emerged in 2021 with a new shareholder base from its former mother company, the Berenberg Group founded in 1590, and has been serving international private clients and entrepreneurs in the Swiss financial center for over thirty years. Its headquarters are in Zurich with an office in Geneva. The Swiss Private Bank is dedicated to “Human Private Banking” and specializes in wealth management and advisory services. With more than 130 employees, the focus is on providing expert guidance in all known liquid and non-liquid asset classes, as well as alternative investments and private markets. Following a “beyond money” approach, we also offer expertise in art collecting and philanthropy. For entrepreneurial clients, Bergos offers access to M&A and other corporate finance services. Bergos AG offers private clients, entrepreneurs and their families a holistic, cross-generational service that focuses on security, neutrality, internationality and openness to the world.
Styleguide
Styleguide
Styleguide
A COOPERATION BASED ON
SHARED VALUES
Former subsidiary of Berenberg Bank, Hamburg, founded in 1590
Shareholder group consisting of entrepreneurs from Switzerland and Hamburg
Over 130 employees in Zurich and Geneva
Founded in 1794 – one of the oldest independent private banks in Germany
Managed by personally liable partners
100 employees in Wolfenbüttel and Hamburg
EINE ZUSAMMENARBEIT AUF BASIS GEMEINSAMER WERTE
Former subsidiary of Berenberg Bank, Hamburg, founded in 1590
Shareholder group consisting of entrepreneurs from Switzerland and Hamburg
Über 130 employees in Zurich and Geneva
Founded in 1794 – one of the oldest independent private banks in Germany
Managed by personally liable partners
100 employees in Wolfenbüttel and Hamburg