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Wealth management in Bern

39 results
LEGATO Vermögensmanagement AG

LEGATO Vermögensmanagement AG

Wealth management • Financial advice
Closed
LEGATO Vermögensmanagement AG
Thunstrasse 78
Ihre Ansprechpartner
5(1)
Thunstrasse 783006 Bern
Privatbank Von Graffenried AG

Privatbank Von Graffenried AG

Wealth management • Financial advice • Investment and investment funds • Private Banking • Financial planning
Closed
Privatbank Von Graffenried AG
Privatbank Von Graffenried AG
Privatbank Von Graffenried AG
Privatbank Von Graffenried AG
Privatbank Von Graffenried AG
Michel Rolli assisted us financially as we bought our first

We worked with Michel Rolli while buying our first apartment, and we couldn't have asked for better support. From the very beginning, he took a genuinely personal approach — he understood that this was a big, unfamiliar step for us and made sure we never felt lost. He was always available whenever we had questions, no matter how small, and responded quickly every time. What stood out most was how mindful he was of every stage of the process. He walked us through each step clearly, explained what was coming next, and made sure we understood our options before making any decisions. Buying your first home can feel overwhelming, but he made the whole experience smooth and reassuring. We always felt guided and well looked after. We can't recommend him highly enough to anyone — especially first-time buyers — looking for a broker who truly cares.

Jul 2026• Anonymous user

5(4)
Spitalgasse 33011 Bern
AXA Generalagentur Vorsorge & Vermögen

AXA Generalagentur Vorsorge & Vermögen

Retirement planning • Insurance • Health insurance • Pension fund advice • Wealth management
Closed
3(2)
Laupenstrasse 193008 Bern
AVA Concept AG

AVA Concept AG

Financial planning • Financial advice • Wealth management
Closed
5(1)
Spitalgasse 293011 Bern
Bank Vontobel AG

Bank Vontobel AG

Wealth management • Asset Management • Private Banking
Closed
Bahnhofplatz 10A3011 Bern
VZ VermögensZentrum

VZ VermögensZentrum

Financial planning • Retirement planning • Wealth management
Closed
5(2)
Spitalgasse 333011 Bern
Zähringer Privatbank AG

Zähringer Privatbank AG

Private Banking • Wealth management
Schmiedenplatz 33011 Bern

Fontaris AG

Wealth management
Jungfraustrasse 13005 Bern

Invethos AG

Wealth management
Closed
5(1)
Taubenstrasse 83011 Bern

Vaudoise Investment Solutions AG

Wealth management
Schönburgstrasse 193013 Bern

LEGATO Vermögensmanagement AG

Wealth management
Closed
Thunstrasse 783006 Bern

TFO The Family Office AG

Wealth management
Münzgraben 43011 Bern

Glauser+Partner Vorsorge AG

Wealth management
Closed
Länggassstrasse 313012 Bern

Kunz Consulting AG

Wealth management
Seilerstrasse 223011 Bern

Swiss Life Wealth Management AG

Münzgraben 23011 Bern
Banque Bonhôte & Cie SA

Banque Bonhôte & Cie SA

Bank savings bank • Asset Management • Private Banking
Closed
Banque Bonhôte & Cie SA - Bern
Banque Bonhôte & Cie SA - Bern
Kramgasse 573011 Bern

Winnewisser

Construction management
Closed
Zentweg 21D3006 Bern

LGT Bank (Schweiz) AG

Bank savings bank
Closed
Spitalgasse 23011 Bern

TFO THE FAMILY OFFICE AG

Wealth management
Walchestrasse 158006 Zürich
Bank J. Safra Sarasin AG

Bank J. Safra Sarasin AG

Private Banking • Wealth management • Bank savings bank
Bank J. Safra Sarasin AG
Bank J. Safra Sarasin AG
Bank J. Safra Sarasin AG
Kreuzweg 115400 Baden

Wealth management in Bern

39 results
LEGATO Vermögensmanagement AG

LEGATO Vermögensmanagement AG

Wealth management • Financial advice
Closed
LEGATO Vermögensmanagement AG
Thunstrasse 78
Ihre Ansprechpartner
5(1)
Thunstrasse 783006 Bern
Privatbank Von Graffenried AG

Privatbank Von Graffenried AG

Wealth management • Financial advice • Investment and investment funds • Private Banking • Financial planning
Closed
Privatbank Von Graffenried AG
Privatbank Von Graffenried AG
Privatbank Von Graffenried AG
Privatbank Von Graffenried AG
Privatbank Von Graffenried AG
Michel Rolli assisted us financially as we bought our first

We worked with Michel Rolli while buying our first apartment, and we couldn't have asked for better support. From the very beginning, he took a genuinely personal approach — he understood that this was a big, unfamiliar step for us and made sure we never felt lost. He was always available whenever we had questions, no matter how small, and responded quickly every time. What stood out most was how mindful he was of every stage of the process. He walked us through each step clearly, explained what was coming next, and made sure we understood our options before making any decisions. Buying your first home can feel overwhelming, but he made the whole experience smooth and reassuring. We always felt guided and well looked after. We can't recommend him highly enough to anyone — especially first-time buyers — looking for a broker who truly cares.

Jul 2026• Anonymous user

5(4)
Spitalgasse 33011 Bern
AXA Generalagentur Vorsorge & Vermögen

AXA Generalagentur Vorsorge & Vermögen

Retirement planning • Insurance • Health insurance • Pension fund advice • Wealth management
Closed
3(2)
Laupenstrasse 193008 Bern
AVA Concept AG

AVA Concept AG

Financial planning • Financial advice • Wealth management
Closed
5(1)
Spitalgasse 293011 Bern
Bank Vontobel AG

Bank Vontobel AG

Wealth management • Asset Management • Private Banking
Closed
Bahnhofplatz 10A3011 Bern
VZ VermögensZentrum

VZ VermögensZentrum

Financial planning • Retirement planning • Wealth management
Closed
5(2)
Spitalgasse 333011 Bern
Zähringer Privatbank AG

Zähringer Privatbank AG

Private Banking • Wealth management
Schmiedenplatz 33011 Bern

Fontaris AG

Wealth management
Jungfraustrasse 13005 Bern

Invethos AG

Wealth management
Closed
5(1)
Taubenstrasse 83011 Bern

Vaudoise Investment Solutions AG

Wealth management
Schönburgstrasse 193013 Bern

LEGATO Vermögensmanagement AG

Wealth management
Closed
Thunstrasse 783006 Bern

TFO The Family Office AG

Wealth management
Münzgraben 43011 Bern

Glauser+Partner Vorsorge AG

Wealth management
Closed
Länggassstrasse 313012 Bern

Kunz Consulting AG

Wealth management
Seilerstrasse 223011 Bern

Swiss Life Wealth Management AG

Münzgraben 23011 Bern
Banque Bonhôte & Cie SA

Banque Bonhôte & Cie SA

Bank savings bank • Asset Management • Private Banking
Closed
Banque Bonhôte & Cie SA - Bern
Banque Bonhôte & Cie SA - Bern
Kramgasse 573011 Bern

Winnewisser

Construction management
Closed
Zentweg 21D3006 Bern

LGT Bank (Schweiz) AG

Bank savings bank
Closed
Spitalgasse 23011 Bern

TFO THE FAMILY OFFICE AG

Wealth management
Walchestrasse 158006 Zürich
Bank J. Safra Sarasin AG

Bank J. Safra Sarasin AG

Private Banking • Wealth management • Bank savings bank
Bank J. Safra Sarasin AG
Bank J. Safra Sarasin AG
Bank J. Safra Sarasin AG
Kreuzweg 115400 Baden