LEGATO Vermögensmanagement AG

We are a leading independent asset management company in the canton of Bern. Our main focus is on you: your financial situation, your expectations, your wishes and goals, and the security of your assets. If you are looking for a comprehensive solution for your asset management and a partner who treats you as an equal, you have come to the right place.

At LEGATO Vermögensmanagement AG, we focus on you. Your financial life planning is our top priority. When we manage your assets, we also take on responsibility. This makes us a reliable partner when it comes to asset protection and a personal guide for all financial matters.

We support you according to your needs – with an eye for the big picture and beyond. As independent asset managers, we are free of conflicts of interest and manage the assets entrusted to us prudently, actively, and according to our proven, successful methods.

We see transparency as the basis for trust. That is why, since our foundation in 2007, we have been the first Bernese company to consistently refrain from any retrocessions.

In January 2023, the Swiss Financial Market Supervisory Authority FINMA granted LEGATO Vermögensmanagement AG a license as a collective asset manager in accordance with Art. 24 (FINIG) and thus also for the management of pension fund and retirement assets.