Berger Van Berchem & Cie Sa (Geneva)

Name: Berger Van Berchem & Cie Sa
Address: 26 Rue De La Corraterie, Geneva, 1204
Telephone: +41 22 319 1000

Berger Van Berchem & Cie Sa is a large advisory firm based in Geneva. It manages $1.16 billion of regulatory assets for 397 client accounts. It has been registered with the SEC as an adviser since 2019.

Berger Van Berchem & Cie provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Berger Van Berchem & Cie: assets under management

The assets under management (AUM) of Berger Van Berchem & Cie Sa is $1.16 billion. $1.15 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $979.37 million in discretionary accounts and $180.04 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.87 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.22 million.

Investments

The firm invests in exchange traded securities the most. They account for 35% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 20% of the firm’s portfolio. Investments in cash and cash equivalents form 15% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Berger Van Berchem & Cie Sa for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Berger Van Berchem & Cie serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and pooled investment vehicles. The largest group of clients of Berger Van Berchem & Cie is high net worth individuals with 167 clients and $897.44 million of assets under management. Among the 10 most similar advisory firms, Berger Van Berchem & Cie has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $1.11 billion for 396 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 99% of the firm’s clients are foreign persons or businesses.

Berger Van Berchem & Cie doesn't advise any private funds.

Careers at Berger Van Berchem & Cie Sa

The company employs 26 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Guillaume Fabian Olivier Berthout Van Berchem	Partner	1 Mar 1997	25% - 50%	7085114
Matthieu Hubert Berger	Chief investment officer / partner	1 May 2002	25% - 50%	7066244
Jean Blaise Rivier	Chief executive officer, partner	1 Jan 2013	Other	7119504
Mikolaj Jozef Stepczynski	Partner	1 May 2014	Other	2191562
Nathalie Feix Scott	Chief compliance officer	1 Jun 2019	Other	7119502

Based in Geneva

The principal office where Berger Van Berchem & Cie Sa performs its advisory services is located at 26 Rue De La Corraterie, Geneva, 1204, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +41 22 319 1000. The normal business hours are 0900 - 1700 on Monday - Friday. You can find more information about the New York firm at bvb-cie.ch/.