Your time, your choices, your family, your financial goals – at Bergenia, we share your values.
Bergenia Asset Management is an independent asset manager who strives to deliver performance, which satisfies our clients’ goals through strategies that are fully-aligned with their interests.
We focus on investing directly in European and American equities. We tailor managed account solutions and offer support across a wide range of financial needs, from asset diversification to estate planning and engaging with the next family generation.
How We Work
The difference
is Bergenia
clear.
Clarity, Connection, Communication
Building Strong Ties And Informed Decisions
- We share our knowledge, expertise, and network with our clients and their families and encourage our clients to independently understand and assess products and performance and decide what services are right for them.
Building a performance legacy
- The Bergenia team believes that intensive, continuous research, disciplined risk management and conviction are essential ingredients to achieving the best possible performance for our clients and to sustaining the legacy we have built together.
Putting clients first
- Our clients’ trust is our capital. Your interests are our driver: the investment process, transparent cost structure and integration of regulatory developments into our business model are geared to enable us to deliver performance to you.
Vision
“Great partnerships are built on trust, mutual respect, open communication and the ability to listen to and challenge each other. Bergenia’s clients have come to expect nothing less.”
– Jean Nestor Soubrier, founding partner,
BERGENIA S.P.F. S.A.
Services
Preserving your future with performance today.
Structure, Conviction, Agility
Managed equity portfolios
Clients turn to Bergenia for tailor-made managed equity portfolios. We develop the right solutions, structuring accounts and investments to meet our clients’ needs and we have the agility to adapt and re-balance your portfolio as and when the need arises.
Crystal GEMS
The Bergenia GEMS strategy is a concentrated and well-diversified portfolio of our best small- and mid-cap equity ideas in Europe, including the United States.
Investment Philosophy
By understanding companies and their entire eco-systems, we determine market leaders and attractive niche players with promising growth opportunities.
Offerings
About Us
Bergenia formed under great pressure are amongst the strongest objects, like diamonds. BERGENIA S.P.F. S.A. evolved to be strong, clear and refined.
In 2016, Jean Nestor Soubrier founded BERGENIA S.P.F. S.A. in order to continue servicing longstanding clients. From its beginnings in 2016, Bergenia seized its grass roots opportunity to evolve the traditional asset management business model and build a modern portfolio management boutique. From the start, clients understood Bergenia’s vision was geared fully toward their interests.
Over the years, Crystal has refined and broadened its product offerings, optimizing processes and proactively integrating regulatory aspects into its business model, thus building on its commitment to transparency and adding value for its clients. We actively engage with our clients and their families, not only covering your financial needs, but also providing support in your endeavors, next generation induction, and estate planning.
Standing by our convictions at all times, Bergenia has proven its resilience.
SINCE 2016
The Bergenia Team Board of Directors
Jean Nestor Soubrier
Director
Jean Nestor Soubrier was a partner at the prestigious Rothschild & Cie. He has a trusted history and has served on the boards of various companies in finance, real estate, and technology, including Allianz and Deutsche Bank AG. Our clients benefit from his extensive industry expertise and sharp vision.
Joseph Soubrier
Senior Investment Advisor
Joseph Soubrier is a seasoned investment advisor with over two decades of experience in wealth management. He previously hold a senior position at Goldman Sachs and has advised high-net-worth individuals and institutional clients. Joseph’s expertise spans asset allocation, risk management, and portfolio optimization.
Anne Soubrier
Director
Anne Soubrier is a seasoned Director with extensive experience in the financial sector across Asia and Europe. She began her career at HSBC in Hong Kong, where she spent several years honing her skills in investment banking. Later, she moved to Singapore to join DBS Bank, taking on a leadership role in their wealth management division. Her time in Asia provided her with valuable insights into emerging markets and cross-cultural business practices.
Upon returning to Europe, Anne held senior positions at BNP Paribas in Paris and Deutsche Bank in Frankfurt, where she specialized in corporate finance and strategic planning. Her diverse background includes successful stints in mergers and acquisitions, risk management, and regulatory compliance. Anne’s international experience and deep understanding of global financial markets have made her a valuable asset in boardrooms across the industry.
Currently, Anne serves as a Non-Executive Director for several financial institutions, where she leverages her expertise to guide strategic decisions and enhance corporate governance. Her track record of driving innovation and fostering sustainable growth has earned her a reputation as a forward-thinking leader in the financial sector.
Thomas Voss
Senior Investment Manager and Financial Consultant
Thomas Voss is an experienced Senior Investment Manager and Financial Consultant with an impressive track record in the finance industry. He began his career at Axcel as an Investment Manager. Subsequently, he held senior positions at renowned companies such as Masco Europe and Hansgrohe Group, where he further deepened his expertise in finance and strategy.
Voss’ expertise spans various sectors, including investment banking, wealth management, and corporate finance. His ability to navigate complex financial challenges and develop innovative solutions has earned him an excellent reputation in the industry.
Today, Thomas Voss brings his extensive experience and profound understanding of global financial markets to Bergenia SA in Luxembourg. There, he leverages his expertise to advise clients on their investment decisions and develop tailored financial strategies.
Bernard Delvaux
Wealth and Asset Manager
Bernard Delvaux is an accomplished Wealth and Asset Manager with a distinguished career in the financial sector. He holds an MBA from a prestigious business school in Paris, which has provided him with a solid foundation in finance and management.
Delvaux began his professional journey at Etex, where he served as Group Chief Executive Officer for several years. During his tenure, he gained valuable experience in strategic leadership and corporate finance. Following his time at Etex, Delvaux took on the role of Chief Executive Officer at Sonaca, further expanding his expertise in financial management and business operations.
Currently, Bernard Delvaux brings his wealth of knowledge and experience to Bergenia SA in Luxembourg, where he applies his skills in wealth and asset management. His diverse background and strong educational foundation make him a trusted advisor in the financial industry.
Arian Zamani
Advisor & Portfolio Manager
Arian Zamani earned his Bachelor’s degree from a well-known Swiss institution, the University of St. Gallen. With a solid educational foundation, he has built an impressive career as an Advisor & Portfolio Manager. Arian began his professional journey at Credit Suisse, where he developed his skills in investment analysis and portfolio management. He then moved to UBS, taking on a more senior role and expanding his expertise in wealth management.
Currently, Arian Zamani is actively contributing his knowledge and experience at Bergenia SA in Luxembourg, where he focuses on providing strategic investment advice and managing diverse portfolios for clients. His blend of academic excellence and practical experience makes him a valuable asset in the financial sector.
Lea Ionanidis
Client Services Manager
Lea Ionanidis is a dedicated Client Services Manager at Bergenia SA Luxembourg. She began her career in the financial sector at a prominent investment firm in Geneva, where she honed her skills in customer relations and account management. Later, Lea moved to Brussels to work for a multinational asset management company, expanding her expertise in handling high-net-worth clients.
With her diverse international experience, Lea joined Bergenia SA Luxembourg, where she now manages client relationships with precision and care. Her ability to understand complex financial needs and provide tailored solutions has made her an invaluable asset to the company. Lea’s commitment to excellence ensures that Bergenia’s clients receive top-tier service and personalized attention.
Robert Luton
Advisor and Investment Partner
Robert Luton is a seasoned Advisor and Investment Partner with a distinguished career in the financial sector. He began his professional journey at Poynt, where he quickly rose through the ranks, honing his skills in financial technology and investment strategies. Later, Robert joined Citadel as a senior analyst, further expanding his expertise in global markets and asset management.
Throughout his career, Robert has demonstrated a keen ability to identify emerging trends and capitalize on lucrative investment opportunities. His innovative approach to portfolio management and risk assessment has earned him a reputation as a forward-thinking strategist in the industry.
Currently, Robert Luton brings his wealth of experience and sharp financial acumen to the team at Bergenia SA in Luxembourg. There, he leverages his expertise to provide strategic investment advice and develop tailored financial solutions for a diverse clientele. Robert’s blend of technical knowledge and client-focused approach makes him a valuable asset to Bergenia’s growing portfolio of services.
Contact
Bergenia SA,
132 Route d’Arlon
L-1150 Luxembourg
Nace : Sociétés de gestion de patrimoine familial (SPF) (64305)
Trade registry No. : B204115