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Investment funds

SwitzerlandCentral SwitzerlandService Provider
  1. BERNARD GROUP AG

    Switzerland

    Established in 03.01.1991, Bernard Group is a Swiss-based and globally represented boutique private equity and investment fund, specializing in the provision of a wide range of financial services for the private and public sectors. Our Vision is to provide the world’s most practical, cost-effective, and intelligent solutions for our global client base.Our primary focus is the provision of financial services including but not limited to, direct investment, debt-financing, collateralization, monetization of financial instruments, and issuance thereof. Our Peripheral range of services includes private banking solutions for high net worth individuals and organizations, global KYC investigations, verification and authentication of financial instruments, and discreet due diligence to support M&A activity. Our Client portfolio is comprised of a diverse group of structures from the private, public, and not-for-profit sectors.

  2. PH ASSET MANAGEMENT AG

    Switzerland

    Established in 1970, PH Asset Management AG (PHAM) is an independent wealth and asset management firm headquartered in Hergiswil, Switzerland. Having secured a management buyout of Aktiengesellschaft Habema in 2016, the reach of our products and services has become truly global. Authorised and regulated by PolyReg and PolyAsset, PHAM has over 40 years experience from its antecedent firms in the understanding and implementation of investment strategies, financial planning and fund selection to private clients and institutions. Having been born from a wealth of experience within all aspects of finance, PH Asset Management AG offers a unique world-view into today’s other economies and markets through it’s carefully selected team of analysts, brokers and traders alike.

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