The Swiss Advisors
We offer discretionary and non-discretionary investment advisory services to clients who are U.S. residents of any nationality or U.S. citizens living outside the United States.
We are registered with the US Securities and Exchange Commission (SEC).
History
BvB and Partners S.A. was founded on December 2016 in Geneva. We are a direct wholly-owned subsidiary of Berger, van Berchem et Cie SA., a financial institution with its headquarters in Geneva, Switzerland.
Berger, van Berchem et Cie SA is a Swiss Independent Asset Management company with over CHF 1,5 billion of assets under management. It focuses on Asset Management activities for UHNWI, Families, and Institutions.
Berger, van Berchem et Cie SA was founded in 1987, is one of the few managers directly regulated by the FINMA (Swiss Regulator) and it is still owned by its partners.
We provide our clients with tailor made investment management services.
Traditional Values
The cornerstone of BvB & Partners is our strong belief that traditional Swiss private banking excellence and family values are still an essential part of a relationship. We provide our clients with tailor made investment management services. Our clients value our approach based on trust, transparency and open communication. We combine the traditional virtues of consistent and highly customised services with the widest opportunities for enhancing portfolio performance, but overlayed with a clear risk management appreciation. Capital preservation is at least as important as capital enhancement to us.
Capital preservation is at least as important as capital enhancement to us.
Our Team
Adrian Vogel
Co-founder & CEO
Adrian Vogel is a co-founder of BvB & Partners SA. Prior to joining BvB & Partners SA, Mr. Vogel was a Senior Banker at J.P. Morgan (Suisse) SA, covering Swiss based UHNW clients. Before J-P-Morgan, Mr. Vogel spent over 10 years as a wealth management entrepreneur, serving and advising UHNW clients on different asset classes with a specialization on US equities. Prior to that, he worked at Credit Suisse AG where he established and subsequently headed an Advisory team dedicated to UHNW clients. In this role, he was also a member of several Investment Committees.
Born and educated in Geneva, Mr. Vogel speaks French, German, English, and Italian. He lives in the Geneva area.