Ina Berger

Ina Berger has over 30 years of experience in the financial industry, with 27 of those years dedicated to specialized service for high-net-worth and ultra-high-net-worth private clients, including 14 years in independent asset management. As a responsible client advisor in wealth management, initially at a major German bank (Dresdner Bank) and later at a Swiss private bank (Credit Suisse Germany), she developed tailored investment strategies and managed complex wealth structures across generations and borders.

She places special emphasis on personal, long-term, and individualized client service. Since 2011, she has been working in independent client advisory and pure wealth management. Her extensive expertise includes structuring complex assets, including cross-generational succession planning and cross-border wealth transitions.

With her in-depth knowledge, Ina provides highly qualified, holistic advice in private wealth management. She completed her banking apprenticeship at Dresdner Bank between 1991 and 1993, followed by a degree as a certified banking specialist from the Bank Academy (IHK) in 1996, and further training as a certified financial advisor (Capital Market Research Seminar, St. Ludwig University, Munich).