Bergos

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.

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

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

• Private banking services
• Wealth management
• Investment advisory
• Asset management
• Estate planning

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Revenue model

1. Private Banking Services: Bergos generates revenue through private banking services including discretionary mandates, advisory mandates, and strategic advisory services for high-net-worth clients.
2. 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

Core 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

Segments4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct 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

• LinkedInlinkedin.com/company/bergos-berenberg
• Instagraminstagram.com/bergosbank

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bergos