Welcome to Bernina Private Wealth Ltd.
The key factors in a successful alpine climb are long-term planning, a detailed analysis of the current circumstances, endurance, a profound risk analysis, and a flexible adaptation to the prevailing weather conditions.
Wealth management and family office services share very similar attributes. To ensure we are providing our clients with the utmost service we focus on in-depth analyses, optimized risk mitigation, and continuous monitoring of the global political and economic situation.
Wealth management is not just about building a portfolio. At Bernina Private Wealth AG we take a holistic, global approach to assessing our clients needs. This allows us to provide you with bespoke solutions that set us apart from our competitors.
Vision
We aspire to be a respected and leading wealth manager for private clients and to provide tailor-made solutions that best suit the needs and circumstances of our clients.
Values
Independence
We provide advice and solutions based on our own need analysis, investment process, and inhouse CIO & research.
Partnership
We offer family office and wealth management solutions together with selected trusted partners and different booking platforms through one single point of contact.
Trust
We are a regulated entity with a transparent and fair pricing.
Company
Legal Structure
Stock corporation under Swiss law
Auditors
Grant Thornton Bankrevision AG, Zurich
Supervising Authority
Member of Swiss Association of Asset Managers (SAAM) (SAAM is under the control of the Financial Market
Supervision Act)
Why Bernina Private Wealth Ltd.?
Regulated
Member of Swiss Association of Asset Managers (SAAM)
Multi-Custody & Multi-Jurisdiction
Booking platforms in different jurisdictions (Switzerland, The United States, Spain)
Tailor-made Investment Committee
Reporting, controlling, and investment committee meetings defined together with the client
Tailor-made Reporting
Tailor-made reporting, including real estate, art collections, and other tangible assets
Investment Process
Clearly defined and structured investment process
Inhouse CIO & Research
Weekly, monthly, and quarterly research publications from our inhouse CIO
Transparent Fee Structure
Transparent fee structure based on objective criteria