FINANCE
Impact story - Privatbank Von Graffenried AG January 2022 STI Leaders since
BUILDING TRUST AND TRANSPA - RENCY IN FINANCE Privatbank Von Graffenried’s path toward sustainable banking Privatbank Von Graffenried AG is a Bern-based, family-owned institution and part of the Von Graffenried Gruppe, a multi-service organization founded in 1933 that brings together banking, real estate, fiduciary, and legal expertise. The bank stands out as the only family-owned pri- vate bank in Bern—anchored in independence, trust, and long-term relationships.
In 2022, the bank joined the Swiss Triple Impact (STI) program to translate its family values into measurable sustainability commitments. Its lea- ders saw that sustainable finance is no longer a niche but the future of credible wealth manage- ment. By participating in STI, the bank sought to institutionalize responsibility—ensuring that the wealth it manages contributes to positive social and environmental outcomes. Through materiality assessment and portfolio analysis, the bank identified three strategic prio - rities which became the foundation of its STI
pledges. For a service company like Privatbank Von Graffenried, the largest influence lies in its investment value chain. Portfolio composition directly shapes the real-world impact of capital. Recognizing this, the bank focused on embed- ding ESG criteria in every investment decision, guided by MSCI tools and Principles for Res- ponsible Investment (PRI) frameworks. Beyond investments, the bank recognized the impor- tance of operational emissions management and inclusive culture as two areas where internal change reinforces external credibility.
45 - Swiss Triple Impact Programme - Impact Report 2025
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