Berger van Berchem & Cie

Matthieu Berger serves as Chief Investment Officer and managing partner. He sets the investment framework from the Geneva office, while Guillaume van Berchem, Nicolas Stepczynski, and Jean-Blaise Rivier manage discretionary client portfolios as partners. The senior team of four partners has led the firm since at least the early 1990s.

BvB runs an open-architecture model, selecting funds and individual securities from the broader market rather than offering proprietary products. The firm explicitly notes in its conflict-of-interest policy that it may receive retrocessions from third-party providers — a practice common among Swiss independent managers — and commits to disclosing those arrangements to clients.

BvB holds a FINMA license as a collective asset manager, which authorizes it to administer assets for collective investment schemes and pension funds alongside its private client mandates. The firm lists this institutional capability on its website and in regulatory disclosures.

BvB lists two private equity managers — Jean-Pierre Rosat and Valentin Chenaux — whose email addresses route to the 4F Ventures domain. This suggests BvB routes private equity allocations through the 4F Ventures vehicle, though the firm has not publicly detailed the ownership or governance structure connecting the two entities.

The firm's registered office is at 26, Rue de la Corraterie in Geneva, with a branch in Lausanne at 3, Cheneau-de-Bourg. The Lausanne office operates under partner Jean-Blaise Rivier and houses four portfolio managers.

BvB is supervised by the Swiss Financial Market Supervisory Authority (FINMA) as a licensed collective asset manager under the Federal Law on Financial Institutions and the Federal Law on Collective Investments. Its financial services to clients are governed by the Federal Law on Financial Services.

No. BvB operates a tripartite model in which client assets are held at independent custodian banks, not on BvB's own balance sheet. The firm describes this as a structural separation that reduces conflicts of interest, with client-bank relationships governed by separate contractual documents.