The Bergman Group

A great history of services by providing financial stability and abundance to the community and our clients.

INNOVATION

The Bergman Group collaborate across divisions in our company to come up with new strategies to improve the financial gains of our clients. They take into account the growth of financial services and development in financial technologies.

SOCIAL RESPONSIBILITY

A long and fruitful adventure of serving the community has been in the forefront of our operations. From charitable works in different poor communities worldwide to the establishment and management of funds for our local communities and businesses.

ROBUST CAPITAL GAINS

Over the years our client’s assets are diversified through carefully selected financial instruments to ensure optimum Reward/Risk scenario. Every investment endeavor we undertake is mapped diligently and is flexible allowing the highest growth potential.

DYNAMIC PARTNERSHIP

Being an independent advisory firm we strategically utilize cumulative industry skills and wisdom of hundreds of years of financial management that includes private banking, legal and accounting experts to fully support the growth of our client’s assets.

Services

FINANCIAL PLANNING

With a Swiss-wide team of highly qualified financial planners, we have the expertise to support clients with their financial planning needs wherever they live.

INVESTMENT MANAGEMENT

Our investment management service allows clients to delegate responsibility
for the day-to-day management of their investments to an investment manager.

INVESTMENT ADVISORY

The Bergman Group supports clients wanting to manage their own investments but with support from an expert investment adviser.

SELF-DIRECTED INVESTING

We offer an award-winning, excellent value service for those choosing to
manage their own investments.

CHARITIES

Our dedicated charities experts create investment solutions to match a charity’s circumstances and ambitions.

INTERMEDIARIES

Through The Bergman Group for Intermediaries we provide investment
management solutions for professional advisors.

OPEN AN ACCOUNT TODAY
(+44) 278 62884
info@thebergmangroup.com
Uetlibergstrasse 231,
Zurich, CH 8070