Every financial situation is unique - and deserves an equally unique, individual strategy. 

Let us surprise you: In our discussions, we address topics and developments that you haven’t heard about in the news... yet (!)

BPM's wealth management stands for a personal and holistic approach that focuses on your own financial goals. Instead of relying on standardized products or ready-made solutions, we work with you to develop a tailor-made investment concept that is precisely aligned with your objectives, your lifestyle, and your tolerance towards risk.

Transparency, stability, and performance are not just buzzwords, but concrete principles that guide our work. Our investment strategies combine sound market analyses, many years of experience, and a broad diversification across various asset classes to secure wealth sustainably and increase it in an opportunity-oriented fashion.

BPM is your reliable partner when it comes to strategically managing even the most complex wealth structures - with a clear focus on achieving your personal goals. Whether you would like to increase your wealth as a private individual or perhaps secure your private future or reserves as a self-employed entrepreneur or medical professional or even invest your wealth responsibly as a foundation: Our personalized wealth management is as flexible as your requirements.

For family offices, BPM has been a valued partner for structuring and managing aspects of large family wealth since its foundation.

Our strength lies in personal dialog: We listen to, ask for the right questions and actively support you - with clear and candid statements, comprehensible communication and a regular review and assessment of your investment strategy.