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Building 2BERGER VAN BERCHEM & CIE SA

Map pinGENEVA
Phone+41 22 319 1000
NotebookSEC #801-116786
Total AUM
$1.2B
Employees
26
Clients
397

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
26 RUE DE LA CORRATERIE
GENEVA
1204
Switzerland
Operating Hours
0900 - 1700
Monday - Friday
Phone
+41 22 319 1000
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
397
Discretionary
$979.4M
Accounts
341
Non-Discretionary
$180M
Accounts
56

ContactClients

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Individual Clients
212
AUM
$77.8M
HNW Individual Clients
167
AUM
$897.4M
Pooled Vehicle Clients
2
AUM
$82.5M
Pension/Profit Sharing Plan Clients
1
AUM
$50M
Charitable Organization Clients
15
AUM
$51.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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