Bergos
Bergos AG is an independent Swiss private bank headquartered in Zurich with a Geneva branch, offering discretionary mandates, advisory services, and strategic advice to high-net-worth individuals, institutional investors, financial intermediaries, and next-generation entrepreneurial families.
- Company typePrivate
- Founded2021
- HeadquartersZürich, Switzerland
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
What Bergos does
Bergos AG is an independent Swiss private bank headquartered in Zurich (Kreuzstrasse 5) with a branch office in Geneva (Quai du Mont-Blanc 29), operating under FINMA authorization as a bank and securities dealer. The firm offers traditional private banking services — strategic advice, advisory mandates, and discretionary mandates — alongside "Beyond Money" offerings in art consulting for international collectors, philanthropy advisory, and ESG commitment. It targets four documented client segments: private high-net-worth individuals, institutional investors, financial intermediaries, and the next generation of wealthy families preparing for intergenerational wealth transfer.
The business operates on a fee-based revenue model derived from discretionary and advisory mandates, with professional-services revenue from Art Consult. Client engagement is relationship-led rather than digital-led: business hours run Monday–Friday 8:30 am to 6 pm, with telephone orders and an E-Banking platform for client transactions. Marketing is driven by content — macro and capital-markets insights, art-market analysis, podcasts, and an annual report cadence going back to 2018 — aimed at top- and mid-funnel engagement rather than performance acquisition.
The bank positions itself as "built by entrepreneurial families, for entrepreneurial people," leveraging brand heritage that traces to 1590 through the founding fathers Hans & Paul Berenberg and Johann Hinrich Gossler. Since its 2021 rebrand from Bergos Berenberg AG to Bergos AG, the firm operates independently, with founder/CEO Peter Raskin and Chairman Dr Peter Schmid leading the board. Operating geographies are limited to Europe with an explicit exclusion of the USA, and the firm reports no parent company, no external funding rounds, and no disclosed revenue figures.
Bergos firmographics
Firmographics- Name
- Bergos
- Legal name
- Bergos AG
- Website
- https://bergos.ch
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Bergos AG is an independent Swiss private bank headquartered in Zurich with a Geneva branch, offering discretionary mandates, advisory services, and strategic advice to high-net-worth individuals, institutional investors, financial intermediaries, and next-generation entrepreneurial families.
- Ownership category
- akta.pro rank
Bergos industry classification
Industry- Product category
- Private Banking
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Finance and Insurance (52)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Finance Services (6199), Savings Institution, Federally Chartered (6035)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industries
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Bergos is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices2 records
Markets served
Bergos business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
Revenue model
- Private Banking Services: Bergos generates revenue through private banking services including discretionary mandates, advisory mandates, and strategic advisory services for high-net-worth clients.
- Art Consult Services: Art consult services provided to international collectors as part of the bank's beyond-money offerings.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Bergos product offering
Product offeringCore offering
Bergos AG is a Swiss private bank headquartered in Zurich with a branch in Geneva, providing private banking and wealth management services to private investors, institutional investors, financial intermediaries, and the next generation of wealthy families. The bank delivers advisory and discretionary asset management mandates, strategic wealth advice, family and enterprise solutions, public and private market investments, art consulting, and philanthropy advisory under FINMA supervision, with a heritage tracing back to 1590.
Differentiator
Problem solved
Functional benefit
Products and services
- Strategic Advice
- Advisory Mandates
- Discretionary Mandates
- Enterprise and Family Solutions
- Public Markets
- Private Markets
- Art Consult
- Philanthropy
- ESG Commitment
- E-Banking
Companies that use Bergos
Customer profileSegments4 records
Bergos technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Bergos partnerships and signals
Strategic signalScale indicators1 record
Recent moves6 records
Expansion highlights5 records
Bergos competitors and assessment
Company assessmentDirect peers
- VP Bank: Liechtenstein-headquartered mid-size private bank operating in Switzerland with a similar HNW and intermediary client focus, comparable in scale and independent governance model.
- Hyposwiss (Hyposwiss Private Bank): Zurich-based Swiss private bank focused on HNW and family-office clients with discretionary mandates, art advisory and philanthropy — close functional analogue to Bergos.
- J. Safra Sarasin: Basel-based privately held Swiss bank offering private banking and asset management to HNW clients, comparable in size and independent family-controlled structure.
- Edmond de Rothschild: Family-controlled Swiss private bank specializing in UHNW entrepreneurial families, discretionary/advisory mandates and family services — direct functional peer to Bergos's positioning.
- EFG Bank: Geneva-headquartered Swiss private bank focused on HNW and UHNW clients with discretionary mandates, wealth structuring and asset management — direct competitor for Bergos's core segments.
- Rothschild & Co (Swiss wealth & asset management): Family-controlled wealth and asset manager with a strong Swiss presence targeting UHNW families and entrepreneurs — directly competes for Bergos's core client profile.
- Mirabaud: Independent Geneva-based Swiss private bank serving HNW entrepreneurs and families with discretionary/advisory mandates, comparable in scale, independence and UHNW focus to Bergos.
Broad incumbents
- Lombard Odier: Geneva-headquartered global Swiss private bank serving UHNW clients with discretionary mandates, sustainability and family services — broader incumbent offering overlapping capabilities at larger scale.
- Vontobel: Zurich-listed Swiss wealth and asset manager with private banking, mandates and institutional capabilities — broader incumbent operating across adjacent segments to Bergos.
- Pictet Group: Geneva-based Swiss private bank and asset manager with deep UHNW and institutional capabilities; broader incumbent that competes for the same entrepreneurial HNW families Bergos targets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Bergos social profiles
Digital presenceBergos financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bergos leadership team
Management profileNumber of profiles
Bergos subsidiaries and ownership
Company hierarchySubsidiaries1 record
Bergos funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bergos M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bergos
What does Bergos do?
Bergos AG is a Swiss private bank headquartered in Zurich with a branch in Geneva, providing private banking and wealth management services to private investors, institutional investors, financial intermediaries, and the next generation of wealthy families. The bank delivers advisory and discretionary asset management mandates, strategic wealth advice, family and enterprise solutions, public and private market investments, art consulting, and philanthropy advisory under FINMA supervision, with a heritage tracing back to 1590.
Is Bergos a public or private company?
Bergos is a private company. It is classified as family owned and is currently operating.
When was Bergos founded?
Bergos was founded in 2021. It employs 101 to 250 people.
Where is Bergos based?
Bergos is headquartered in Zürich, Switzerland, in the Europe region.
How does Bergos make money?
Two revenue lines are on record. Private Banking Services are the primary driver. The others are art Consult Services.
Who are Bergos's main competitors?
Direct peers on record are VP Bank, Hyposwiss (Hyposwiss Private Bank), J. Safra Sarasin, Edmond de Rothschild, EFG Bank, Rothschild & Co (Swiss wealth & asset management) and Mirabaud. Broad incumbents are Lombard Odier, Vontobel and Pictet Group.
Does Bergos have an API?
No public API is recorded for Bergos.
What industry is Bergos in?
Bergos's product category is Private Banking. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers. Its NAICS code is 523940 and its SIC code is 6282.