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The Swiss Advisors

We offer discretionary and non-discretionary investment advisory services to clients who are U.S. residents of any nationality or U.S. citizens living outside the United States.

 
 

We are registered with the US Securities and Exchange Commission (SEC). 

History

BvB and Partners S.A. was founded on December 2016 in Geneva. We are a direct wholly-owned subsidiary of Berger, van Berchem et Cie SA., a financial institution with its headquarters in Geneva, Switzerland. 

Berger, van Berchem et Cie SA is a Swiss Independent Asset Management company with over CHF 1,5 billion of assets under management. It focuses on Asset Management activities for UHNWI, Families, and Institutions.

Berger, van Berchem et Cie SA was founded in 1987, is one of the few managers directly regulated by the FINMA (Swiss Regulator) and it is still owned by its partners.

 

We provide our clients with tailor made investment management services.

Traditional Values

The cornerstone of BvB & Partners is our strong belief that traditional Swiss private banking excellence and family values are still an essential part of a relationship. We provide our clients with tailor made investment management services. Our clients value our approach based on trust, transparency and open communication. We combine the traditional virtues of consistent and highly customised services with the widest opportunities for enhancing portfolio performance, but overlayed with a clear risk management appreciation. Capital preservation is at least as important as capital enhancement to us.

 

Capital preservation is at least as important as capital enhancement to us.

Our Team

Michel Marguerat


CEO

Michel Marguerat holds a federal certificate of proficiency and a federal diploma as a financial analyst and asset manager (CIIA). He began his career with Credit Suisse in Lausanne, where he worked for 10 years mainly as a foreign-exchange trader. In 2000, Michel took on responsibilities as an asset manager, first with LGT in Lausanne and then with Banque Piguet Galland & Cie.

Michel joined Vector Gestion, a Swiss based Asset Manager, in 2013 to develop the Lausanne arm of the company. In June 2024, Michel joins BVB & Partners to develop his North American Network.

Michel Marguerat is also a member of the Board of Directors of The 6ix Sports Leadership, a company that manages and promotes the careers of sportsmen and women. Michel is himself a former elite triathlete.

At a cultural and artistic level, Michel is director of the Festival Pully-Lavaux à l’heure du Québec.