Bvb And Partners S.A.
- Regulatory AUM
- $1.5M
- Discretionary
- $1.5M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 3
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Apr 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $1.5M | 100.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Berthout Van Berchem, Guillaume, Fabian Olivier | Partner | Jan 2013 (14y) | ≈ 18.75% – 50% via Berger Van Berchem & Cie Sa | |
| Berger, Matthieu, Hubert | Partner / Chief Investment Officer | Jan 2013 (14y) | ≈ 18.75% – 50% via Berger Van Berchem & Cie Sa | |
| Rivier, Jean Blaise | Director / Chairman | Jan 2013 (14y) | Less than 5% | |
| Stepczynski, Mikolaj, Jozef | Director / Vice Chairman | May 2014 (12y) | Less than 5% | |
| Michel Renato Marguerat | Ceo | Jul 2024 (2y) | Less than 5% | |
| Straub, Martin, James | Chief Compliance Officer | Dec 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Berger Van Berchem & Cie Sa | Shareholder | Feb 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Berthout Van Berchem, Guillaume, Fabian Olivier: 25% – 50% of Berger Van Berchem & Cie Sa × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Berger, Matthieu, Hubert: 25% – 50% of Berger Van Berchem & Cie Sa × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/13/2026 | 989 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Kaiser Partner Privatbank $26.0M (32% of AUM) Mar 2024
- Banque Pictet & Cie Sa $6.7M (8% of AUM) Mar 2024
- Bank Vontobel Ag $948K (62% of AUM) Apr 2026
- Efg Bank Ag $590K (38% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 13, 2026.
View current Form ADV (SEC/IAPD) ↗