Welcome

The Berater Zentrum is a Swiss fund manager and a neutral and independent financial advice company that also acts for clients with smaller portfolios.

We offer what most "ordinary clients" are normally unable to afford: professional private banking. In contrast to the majority of providers who reserve this service for wealthy individuals, we also offer it to clients with fewer assets.

We compare ourselves with indices against which large banks also measure themselves. We are not tied to our own funds or securities, but choose whatever performs best.

Our advice is invariably based on the needs of our clients. We produce an investment plan based on our professional “financial check-up“, which helps you to achieve your mid-term and long-term goals.

With us, you don't only decide whether you were satisfied with your initial contact and wish to use our service, you also decide when we should advise you. Our mobile advisers come to you when it suits you, even in the evenings or at weekends.

Our main service is asset management . We also offer pension products as well as building loans.