Wealth Management in Bern

Independent, discretionary wealth management for private clients in Bern and the surrounding region.

As the federal capital, Bern combines a stable economy with a broad base of professionals, public-sector executives and family businesses. Sussland Group serves Bern clients with independent, conflict-free portfolio management and coordinated tax and succession planning — your assets held at the custodian of your choice.

Why an independent manager

Sussland Group is independent. Your capital stays at the custodian bank of your choice, and we hold only the management mandate — never your assets. That removes the product-selling conflict built into many bank relationships, so our only interest is the performance of your portfolio: bank-quality management with an added layer of custody protection and genuinely impartial advice.

Tax and planning in Bern

Bern’s tax burden sits in the mid-to-upper range among Swiss cantons, so disciplined use of pillar 3a, careful deduction planning and — where it fits your circumstances — a considered review of your canton of residence can make a real difference over time.

How we work with Bern clients

Most relationships begin with a free, no-obligation conversation about your situation, goals and tolerance for risk. From there we design a discretionary mandate, coordinate with your existing bank and, where useful, your tax adviser and notary — meeting you in person or by video, with continuous online visibility of your portfolio. Our advice spans the whole balance sheet: investments, pension, real estate and succession.

Frequently asked questions