VON GRAFFENRIED
Von Graffenried Gruppe is a Bern-based, family-owned Swiss professional services group operating four integrated divisions (private banking, real estate, trust/fiduciary, legal/notarial) serving high-net-worth individuals, families, and institutional clients across Bern, Biel, and Zürich.
- Company typePrivate
- Founded1933
- HeadquartersBern, Switzerland
- Headcount251–500
- GTM typeB2C
- OfferingServices
What VON GRAFFENRIED does
Von Graffenried Gruppe is a Swiss, fully family-owned multi-disciplinary professional services group headquartered in Bern, founded in 1933 as a notary and fiduciary office. It operates four core divisions: Von Graffenried Privatbank (private banking, wealth management, and investment advisory for private and institutional clients, including the GR Aktienfonds equity fund), Von Graffenried Immobilien (residential and commercial property management, sales, and marketing), Von Graffenried Treuhand (fiduciary, tax advisory, accounting, auditing, and VAT consulting), and Von Graffenried Recht (legal advisory, notarial services, and representation). The group also operates a Family Office (restructured in 2024 into a cross-divisional overlay), a Kompetenzzentrum Stiftungen for foundation governance including the Berner Dachstiftung Fontes, and an architecture subsidiary (Von Graffenried Bissig Architekten AG).
The firm serves high-net-worth individuals, multi-generational families, institutional investors, property owners, and foundations primarily in the Canton of Bern, with additional offices in Biel/Bienne and Zürich. The customer base is relationship-driven, delivered through dedicated client advisors (e.g., Leiter Kundenberatung, Leiter Niederlassung Biel) with no prominent digital self-service channel. The Privatbank's core technology is migrating from a legacy system (in use since 2007) to the Finnova core banking platform operated by Incore Gruppe, with go-live planned for January 1, 2027, and a new eBanking system to be introduced as part of the migration. The group's broader technology stack is conventional: Google Analytics for website measurement, LinkedIn plugins, Juicer for social content aggregation, and fonts.net for font rendering. No AI or machine learning capabilities are disclosed.
The business model combines recurring private banking and family office mandates with project-based real estate, trust/fiduciary, and legal services. Pricing is quote-based and not publicly disclosed. The firm employs approximately 300 staff across the group, generates revenue in Swiss francs (not publicly disclosed), and is wholly family-owned with no external institutional investors. Distribution is direct advisory across six physical locations, supported by a content marketing apparatus of nine specialized newsletters (Economelle, PunktUM, MWST-INFO, TREUHAND-INFO, STIFTUNGSINFO, GR Aktienfonds, GR Immobilien Schweiz, Bank Podcast, Job-Newsletter), the 'Am Tisch mit...' quarterly podcast, and the BACKGROUND quarterly customer publication. As of July 2026, Giorgio Albisetti leads the group as CEO with an expanded group management board, and Karin Voigt (formerly CIO of Swiss Prime Site) has joined the Board of Directors.
VON GRAFFENRIED firmographics
Firmographics- Name
- VON GRAFFENRIED
- Legal name
- Von Graffenried Holding AG
- Website
- https://graffenried.ch
- Company type
- Private
- Founded year
- 1933
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Von Graffenried Gruppe is a Bern-based, family-owned Swiss professional services group operating four integrated divisions (private banking, real estate, trust/fiduciary, legal/notarial) serving high-net-worth individuals, families, and institutional clients across Bern, Biel, and Zürich.
- Ownership category
- akta.pro rank
VON GRAFFENRIED industry classification
Industry- Product category
- Private Banking and Wealth Management
- NAICS
- Trusts, Estates, and Agency Accounts (52592), Grantmaking Foundations (813211), Grantmaking and Giving Services (8132), Finance and Insurance (52)
- SIC
- Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG), Family Business & Succession Advisory (FSAAADAL), Estate Planning & Trust Structuring Advisory (FSAEAKAC), Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD)
Keywords
Where VON GRAFFENRIED is headquartered
LocationHeadquarters
- HQ city
- Bern
- HQ country
- Switzerland
- HQ region
- Europe
Offices7 records
Markets served
VON GRAFFENRIED business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Private Banking: Wealth management and investment advisory services for private and institutional clients, including portfolio management and financial planning.
- Real Estate Services: Property management, residential and commercial property administration, tenancy management, and property accounting services.
- Trust Services (Treuhand): Accounting, tax advisory, VAT consulting, audit support, and social security advisory services.
- Legal Services: Legal advisory, notarial services, and legal representation for individuals and businesses.
- Family Office: Coordinated family office services including wealth management coordination, planning and reporting, and concierge services for affluent families.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
VON GRAFFENRIED product offering
Product offeringCore offering
Von Graffenried Gruppe is a family-owned Swiss financial services group offering integrated advisory across four divisions: Private Banking (wealth management and investment advisory), Real Estate (property management, residential and commercial administration), Trust (tax advisory, accounting, VAT consulting, audit support), and Legal (notarial services and legal representation). The group also operates a Family Office that coordinates cross-divisional services for affluent families and a Foundation Competence Center serving non-profit clients.
Product overview
Von Graffenried Gruppe is a Bern-based Swiss financial services family company consisting of four integrated divisions: Privatbank (wealth management and investment advisory), Immobilien (real estate management and sales), Treuhand (fiduciary services including tax, accounting, auditing), and Recht (legal and notarial services). The company also operates a Family Office for coordinated cross-divisional services and a Foundation Competence Center. The four divisions work together to provide integrated advisory services, supported by various newsletters (Economelle, PunktUM, MWST-INFO, TREUHAND-INFO, STIFTUNGSINFO), the 'Am Tisch mit...' podcast, and the BACKGROUND publication. The group employs approximately 300 people and was founded in 1933 as a notary and trustee office.
Differentiator
Problem solved
Functional benefit
Brands
- Von Graffenried Privatbank: Private banking and wealth management services.
- Von Graffenried Immobilien
- Von Graffenried Treuhand
- Von Graffenried Recht
- Von Graffenried Family Office
- Kompetenzzentrum Stiftungen
- Berner Dachstiftung Fontes
Products and services
- Privatbank Von Graffenried AG Private banking services including comprehensive wealth management and investment advisory for private and institutional clients. Located in Bern and Biel.
- Von Graffenried Immobilien Real estate services including property management, residential and commercial property administration, rental management, and property sales.
- Von Graffenried AG Treuhand Fiduciary and trust services including tax advisory, accounting, auditing, social security consulting, and VAT information services. Offices in Bern and Zurich.
- Von Graffenried AG Recht Legal services including legal advisory, notarial services, and representation in legal matters. Offices in Bern and Zurich.
- Family Office Coordinated family office services across all four divisions (Banking, Real Estate, Fiduciary, Legal) providing comprehensive wealth management and family affairs coordination.
- Kompetenzzentrum Stiftungen (Foundation Competence Center) Specialized services for foundations and non-profit organizations, offering advisory and management support tailored to foundation governance.
- GR Immobilien Schweiz Real estate fund offering investment in Swiss real estate properties.
- GR Aktienfonds Equity fund offering investment in equity securities.
- Von Graffenried Bissig Architekten AG Architecture services offered as a wholly-owned subsidiary of the group.
Companies that use VON GRAFFENRIED
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles4 records
VON GRAFFENRIED technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature1 record
VON GRAFFENRIED partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and moderate.
- Incore GruppecoreIncore Gruppe provides hosting and operation services for the Finnova core banking platform. The Von Graffenried Bank is migrating its core banking system to Finnova with Incore as the operational partner, scheduled for January 1, 2027.
- LinkedIn Ireland Unlimited Company / LinkedIn CorporationmoderateLinkedIn social network plugins integrated on the website. The company maintains a LinkedIn page at linkedin.com/company/von-graffenried for social media presence and marketing.
Scale indicators3 records
Recent moves7 records
Expansion highlights6 records
VON GRAFFENRIED competitors and assessment
Company assessmentDirect peers
- Mirabaud & Cie: Swiss family-owned private bank and wealth manager headquartered in Geneva, offering private banking, asset management, and securities services for HNW clients — closely comparable in structure and target market to Von Graffenried's Privatbank and Family Office offerings.
- Livit AG: Major Swiss real estate management company handling residential, commercial, and mixed-use property administration — competes directly with Von Graffenried Immobilien for property management mandates.
- Privera AG: Swiss real estate management and brokerage firm providing property administration, residential and commercial management — directly comparable to the Von Graffenried Immobilien division's property management and brokerage activities.
- Hyposwiss Private Bank: Swiss private bank focused on wealth management and investment advisory for private clients in Switzerland — directly comparable to Von Graffenried Privatbank in scale, regional focus, and HNW clientele.
- Lienhardt & Partner Privatbank Zürich: Swiss independent private bank offering wealth management and family office-type services to HNW individuals — closely mirrors Von Graffenried's integrated private banking and family office positioning.
- E. Gutzwiller & Partner: Swiss family-owned private bank providing wealth management and investment advisory — comparable in ownership structure, scale, and integrated advisory offering to Von Graffenried Privatbank.
Broad incumbents
- BDO Switzerland: Swiss audit, tax, and advisory firm offering fiduciary, accounting, and tax consulting services — comparable to Von Graffenried Treuhand's tax advisory, accounting, and audit support offerings, though at significantly larger scale.
- Julius Baer: Leading Swiss wealth manager focused on private banking, investment advisory, and family office-type services — broader incumbent competing in the same HNW and family office segments as Von Graffenried, though at significantly larger scale and global reach.
- Pictet Group: Major Swiss private bank and asset manager with global wealth management operations — overlaps with Von Graffenried's private banking and asset management activities but operates at far greater scale and broader geographic scope.
- Vontobel: Swiss wealth and asset manager offering private banking, investment management, and digital services — broader incumbent that overlaps significantly with Von Graffenried Privatbank and the GR Aktienfonds equity fund offerings.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
VON GRAFFENRIED social profiles
Digital presenceVON GRAFFENRIED financial estimates
Financial estimateRevenue estimate
Valuation estimate
VON GRAFFENRIED leadership team
Management profileNumber of profiles
Profiles13 records
VON GRAFFENRIED subsidiaries and ownership
Company hierarchySubsidiaries5 records
VON GRAFFENRIED funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
VON GRAFFENRIED 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 VON GRAFFENRIED
What does VON GRAFFENRIED do?
Von Graffenried Gruppe is a family-owned Swiss financial services group offering integrated advisory across four divisions: Private Banking (wealth management and investment advisory), Real Estate (property management, residential and commercial administration), Trust (tax advisory, accounting, VAT consulting, audit support), and Legal (notarial services and legal representation). The group also operates a Family Office that coordinates cross-divisional services for affluent families and a Foundation Competence Center serving non-profit clients.
Is VON GRAFFENRIED a public or private company?
VON GRAFFENRIED is a private company. It is classified as family owned and is currently operating.
When was VON GRAFFENRIED founded?
VON GRAFFENRIED was founded in 1933. It employs 251 to 500 people.
Where is VON GRAFFENRIED based?
VON GRAFFENRIED is headquartered in Bern, Switzerland, in the Europe region.
How does VON GRAFFENRIED make money?
Five revenue lines are on record. Private Banking is the primary driver. The others are real Estate Services, trust Services (Treuhand), legal Services and family Office.
Who are VON GRAFFENRIED's main competitors?
Direct peers on record are Mirabaud & Cie, Livit AG, Privera AG, Hyposwiss Private Bank, Lienhardt & Partner Privatbank Zürich and E. Gutzwiller & Partner. Broad incumbents are BDO Switzerland, Julius Baer, Pictet Group and Vontobel.
Does VON GRAFFENRIED have an API?
No public API is recorded for VON GRAFFENRIED.
What industry is VON GRAFFENRIED in?
VON GRAFFENRIED's product category is Private Banking and Wealth Management. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAADAG, Philanthropy, Foundations & Grantmaking Advisory. Its NAICS code is 52592 and its SIC code is 6282.