VON GRAFFENRIED

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.

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

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

• Private banking services
• Wealth management advisory
• Real estate management
• Fiduciary services
• Legal advisory services

Headquarters

HQ city

Bern

HQ country

Switzerland

HQ region

Europe

Offices7 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Private Banking: Wealth management and investment advisory services for private and institutional clients, including portfolio management and financial planning.
2. Real Estate Services: Property management, residential and commercial property administration, tenancy management, and property accounting services.
3. Trust Services (Treuhand): Accounting, tax advisory, VAT consulting, audit support, and social security advisory services.
4. Legal Services: Legal advisory, notarial services, and legal representation for individuals and businesses.
5. 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

Core 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.

Named customers3 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

Two partnerships are on record, tiered core and moderate.

• Incore GruppecoreTechnology or IntegrationIncore 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 CorporationmoderateGTM or Marketing PartnerLinkedIn 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

Direct 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

• LinkedInlinkedin.com/company/von-graffenried
• Instagraminstagram.com/vongraffenried_gruppe

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries5 records

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 VON GRAFFENRIED