The story of Boccard began in the picturesque canton of Lucerne, Switzerland, when founder David Boccard established a small estate planning firm in 1977.

Originally known as Bern Finanzen AG, the firm initially provided services only to a handful of relatives and close friends. As their businesses expanded, so did the firm’s.

In the years that followed, Boccard forged partnerships with fund management houses, and built a successful asset management operation, largely based on facilitating access to fund managers all over Europe and North America.

In 2016, the firm made the decision to restructured itself as a British Virgin Islands corporation to reflect the truly global nature of its business.

Today, Boccard manages over $7 billion in assets for more than 1,100 high net worth families and businesses from 46 different nationalities. The firm offers a full suite of wealth management services, ranging from estate planning to asset protection to discretionary asset management.

Despite being a global business operating on a vastly expanded scale, Boccard continues to be privately-owned, and is managed like a small boutique – such that every client continues to receive highly personalized service.

Copyright 2022, Boccard Asset Management Limited. Incorporated in the British Virgin Islands.

Expiration: 31/12/2026 Approval Date: 01/09/2023 Review Code: KS3665333

Investment advisory services and brokerage services are distinct and separate. Each service differs in material ways and is governed by different laws, regulations and internal policies. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please ask your Boccard Financial Advisor for a copy.

The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consult the sales restrictions relating to the products or services in question for further information.

Copying, editing, modifying, distributing, sharing, linking or any other use (whether for commercial purposes or otherwise) of this material, other than personal viewing, without prior written permission from Boccard is strictly prohibited.

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Copyright 2022, Boccard Asset Management Limited. Incorporated in the British Virgin Islands.

Expiration: 31/12/2026 Approval Date: 01/09/2023 Review Code: KS3665333

Investment advisory services and brokerage services are distinct and separate. Each service differs in material ways and is governed by different laws, regulations and internal policies. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please ask your Boccard Financial Advisor for a copy.

The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consult the sales restrictions relating to the products or services in question for further information.

Copying, editing, modifying, distributing, sharing, linking or any other use (whether for commercial purposes or otherwise) of this material, other than personal viewing, without prior written permission from Boccard is strictly prohibited.

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