Our story

Every successful startup begins in a garage. We began in a garage too – before cycling up the Monte Bar mountain in the Italian region of Switzerland. At the restaurant near the summit, we began discussing stock markets and strategies.

That’s how Beregos was founded.


A first class investment team committed to innovation, sustainability and performance.


1. Responsibility

Responsibility and commitment for the benefit of our customers.

2. Entrepreneurship

The day we stop acting like entrepreneurs will be the first day we’re just another financial company.

3. Integrity

We stand by our word.

4. Sustainability

As a company, we are committed to society and future generations. We contribute to securing our shared long-term future, reconciling economic, ecological and social aspects.


Our investment philosophy is engineered to provide good investment management to our customers. This requires creativity, conviction, accountability, transparency, consistency and resilience. We put performance first, we are independent minded and we back our ideas with conviction. We are quick to act when circumstances change. Our investment activity aims to distinguish itself through fostering sustainability.

Original research driven

Independent research and asset allocation are central to our success in building and protecting wealth. Beregos SA builds on this proprietary research to construct portfolios for private clients.


Quantitative and fundamental analysis

We shape our asset allocation solutions using fundamental and quantitative proprietary analysis. Our innovative quantamentals approach is set to change the asset management landscape.

Bespoke solutions

We care about the alignment of interests with our customers. Beregos builds bespoke portfolios for private and institutional clients – portfolios designed to meet clients’ long term risk and return objectives.

Trusted relationships

The relationship with our customers is key to our long term success. We don’t see ourselves as private bankers, but as trusted advisors. We care about the alignment of interests. Our company culture of integrity, fairness and accountability is unique and ensures the longevity and sustainability of our relationships.