LEGATO Vermögensmanagement AG

We are a leading independent wealth management company in the canton of Berne. Our greatest attention is focused on you: Your financial situation, your expectations, your wishes and goals and the protection of your assets. If you are looking for an all-round solution for your wealth management and an equal partner, you have come to the right place.

We at LEGATO Vermögensmanagement AG focus on you. Your financial life planning is our top priority. By managing your assets, we also assume responsibility. This makes us a reliable partner when it comes to asset protection. And a personal companion in all financial matters.

We look after you according to your needs - with an eye for the big picture and beyond. As independent asset managers, we are free from conflicts of interest and manage the assets entrusted to us prudently, actively and according to our proven, successful methods.

We see transparency as the basis for trust. That is why we were the first Bern-based company to consistently refrain from any form of retrocession since our foundation in 2007.

In January 2023, the Swiss Financial Market Supervisory Authority FINMA granted LEGATO Vermögensmanagement AG authorization as a manager of collective assets in accordance with Art. 24 (FINIG) and thus also for the management of pension fund and pension assets.