A family firm down through the generations:
Beerli & Partner have asset management in their blood. Set up in 1998 by Roland Beerli’s father, the three-generation team has been advising its clients for more than two decades. This continuity in care and performance has paid off: the clients entrust Beerli & Partner with their assets for generations. Long-term investments lay the foundation for prospering collaboration. This strategy has enabled Beerli & Partner to successfully leave all previous crises behind them – and the clients build up assets they can pass on to the next generation.

Globally active, regionally specialised, locally based:
Our clients are from all over the world. We have specialised predominantly on clients in South America, Europe and Switzerland. They come across a cosmopolitan, extensively travelled team that looks after them in their mother tongue. The team is the sole contact for all their financial concerns – and beyond. Our experts, Portfolio Managers and Client Advisers cultivate very personal and individual client relations, and guarantee comprehensive, tailored service beyond national borders 365 days a year.

Friendly, trustworthy, transparent, professional:
Our clients feel that we have absorbed these values. Success is only possible together. How does that work? With awesome staff, many years of experience, a streamlined set-up with fast decision-making, an extensive network of partners and great passion for the tasks in hand.