Services and Solutions
Bergos AG has a very sophisticated investment and advisory model. The target groups can be approached in a very modern way. The continuously changing living conditions and new challenges posed by further digitalization can be met easily.
Bergos AG is specialized in wealth management. The bank offers financial advice in all liquid and non-liquid asset classes. The bank’s business concentrates on asset management and advisory services, but also offers services like art consulting. Bergos AG concentrates on family offices, wealthy private clients, and shipping clients.
For Bergos AG art is not only a collection but also a valuable component of a balanced portfolio.
The bank offers professional and international art consultancy services. The services include advice in building, developing, and dismantling an art collection and support with restoration and transport issues.
Bergos AG offers discretionary portfolio management and individual advisory services. The bank focuses on strategic advice, discretionary mandates, and advisory mandates.
Bergos AG works closely with external managers to complement their in-house expertise.
Bergo’s private banking is called “Human Private Banking”. The bank’s investments are not only routine investments. The bank wants to understand human beings and understands their needs.
This approach needs the right people. The employees can count on the bank’s resources but still can act independently to make their clients happy.
The unique structure of Bergos AG is predetermined to offer Human Private Banking. Bergos is not a big bank and therefore is not working in the interest of the management and the shareholder’s value.
The Board of Directors regularly monitors the main risks of the bank. To do this the bank has implemented a framework that characterizes the risk policy, risk tolerance, and risk limits. The incorporated processes timely identify new risks. Legal and regulatory requirements as well as internal policies monitor the risk compliances. The governing authorities are informed regularly to minimize the risks and to avoid reputational and financial damage to the bank.