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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,806 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementBernFontaris AG
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Fontaris AG

Summary

About the company

The company's core activity is wealth management, specifically wealth management and asset management, including investment advice, portfolio management and risk management for private and institutional clients. The company also offers complementary services such as financial planning, pension and estate planning, insurance solutions and legal advice.

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Offering

Products & services

Industry:External Asset Management
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Funds & Investment Companies
✓ Offered5
Wealth management
Comprehensive and tailor-made management of assets, including analysis of the asset situation, risk capacity, defining the strategy, active management and broad diversification.
Asset management
Investment committee with monthly strategy review, market analysis and short-term adjustments; implementation of model portfolios and consideration of suggestions on topics or sectors.
Fund selection and fund-of-funds management
Quantitatively supported selection of investment funds from a fund database, composition according to strategy, and consideration of risk figures, the reference index and transparency.
Occupational pension
Advisory support and guidance for an investment solution for vested benefits/cash transfer capital (Freizügigkeitskapital), for example after divorce, job loss, self-employment or a sabbatical.
Financial planning
Needs assessment and support for retirement matters, pension or lump-sum withdrawals, pension fund, tax situation and implementation of financial planning measures.

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Location

Jungfraustrasse 1
3005 Bern

At a glance

Legal form
Corporation
UID
CHE-110.631.378
Founded
2004 · 22 years
Last commercial register change
July 20, 2026
Employees
11 to 20

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