BvB & Cie Wealth Management

BvB & Cie Wealth Management

BvB & Cie has served private clients since at least the early 1990s from its Rue de la Corraterie office in Geneva. Matthieu Berger leads investment decisions as CIO, while Guillaume van Berchem, Nicolas Stepczynski and Jean-Blaise Rivier manage client portfolios as partners. The firm describes its independence as a structural advantage, using external banking institutions as custodians rather than warehousing securities on a proprietary balance sheet. This tripartite model — client, manager, and separate custodian — remains the normative architecture for Swiss independent asset managers. The firm provides discretionary and advisory mandates across traditional asset classes, private equity, and collective investment schemes. BvB is licensed as a collective asset manager under FINMA, authorizing it to oversee assets for pension funds and other institutional pools alongside its family-office clientele. For private-equity investments, the firm directs clients to 4F Ventures — a dedicated vehicle managed by Jean-Pierre Rosat and Valentin Chenaux, whose contact details appear under BvB's Geneva office. The firm publicly flags open-architecture sourcing, selecting investments from a broad universe of external managers and funds. Regulatory filings confirm BvB also receives and transmits client orders for financial instruments, functioning as an intermediary between investors and market counterparties. BvB lists 16 professionals across its Geneva headquarters and Lausanne branch, the latter opened under the direction of Jean-Blaise Rivier. The Geneva office houses the CIO and eight additional portfolio managers and analysts, while Lausanne adds four portfolio managers and a support team. The firm also carries a three-member board chaired by Thierry Meyer, with scientific and legal expertise provided by Philippe Gillet of SICPA and Dominique Lecocq of Lecocqassociate. In September 2023, BvB updated its client disclosures to comply with Switzerland's revised Federal Act on Data Protection, detailing its data-handling and conflict-of-interest policies. BvB occupies a regulatory niche distinct from the bank-owned wealth managers that dominate the Swiss market. By operating as a licensed collective asset manager rather than a bank, the firm can manage institutional and retail mandates under a single prudential framework while outsourcing custodial functions. This structure eliminates balance-sheet risk and allows the partners to frame the firm purely as an agent for client interests — a governance stance that matters in a jurisdiction where conflicts between bank proprietary trading and client mandates have historically shaped regulatory reform.