Bank / Wealth / Trust

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Bergos

Bergos is an independent Swiss merchant bank led by CEO Andreas Meier, spun out of Berenberg's Zurich office in 2020 to manage assets for European families.

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Bergos

Bergos, an independent Swiss private bank with roots from 1590, provides exceptional human private banking services.

General information

Firm type

Bank / Wealth / Trust

Year founded

1991

AUM

Undisclosed

Location

Region

Europe

Country

Switzerland

City

Zurich

Corporate office

Zurich, Switzerland

Principals

Andreas Meier

CEO

Sector focus

Real EstatePrivate EquityFixed IncomePublic Equities

Frequently asked questions

What is Bergos' relationship with Joh. Berenberg, Gossler & Co.?

Bergos originated as Berenberg Bank (Schweiz) AG, the Swiss private-banking subsidiary of the Hamburg-based Berenberg. In 2020, the Zurich management team executed a buyout and rebranded the standalone entity as Bergos, severing the ownership link. The firm retains deep institutional ties to the Berenberg network but now operates as an independent Swiss partnership.

Who runs investment decisions at Bergos?

CEO Andreas Meier, a former Berenberg senior executive, coordinates investment policy alongside the partnership board. Clarissa Albrecht joined the executive board in May 2021 with responsibility for the Zurich office and cross-border private client coverage. Investment committees oversee asset allocation, manager selection, and the direct-investment pipeline.

Does Bergos offer its own proprietary funds or only advisory mandates?

Bergos manages bespoke discretionary portfolios for individual families, combining direct holdings in equities and bonds with third-party fund commitments. The firm also sources single-line private equity co-investments. It does not publicly market its own commingled fund vehicles.

How does Bergos' art advisory integrate with its wealth management?

Bergos operates a cross-border art advisory that structures acquisitions, private sales, and loans secured by fine art. The practice serves as both a client service for art-collecting families and a distinct revenue line, integrated into overall wealth planning rather than run as a separate gallery or auction business.

Where does Bergos source its real estate exposure?

The firm focuses on Swiss residential and commercial property, with selective exposure to European gateway cities. Real estate allocations typically materialize through direct holdings and club-style investments rather than open-ended commingled funds.

Is Bergos structured as a traditional Swiss private bank?

No. While regulated by FINMA and holding a Swiss banking license, Bergos is structured as a private partnership whose equity is owned by active partners rather than external shareholders. It carries no retail depositor obligations and deploys proprietary capital only where it aligns with client portfolios.

What is Bergos' known posture on co-investments alongside external managers?

Bergos selectively participates in direct co-investments, often alongside private equity managers known to the bank's Zurich relationship network. The firm emphasizes access through its partnership relationships rather than large-scale blind-pool allocations.

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