Global investment strategies, tailored to your chosen path and personal aspirations
BFI Infinity is a leading, Swiss wealth advisory firm with a focus on American clients. We provide international clients with personally tailored cross-border wealth management solutions, considering asset protection and asset growth alike.
Who We Are
Fee-Only I Independent
We are a Swiss, fee-only wealth advisor. As part of BFI Capital Group, we benefit from extensive experience and broad expertise in the realm of global wealth management. We are 100% privately held and independent, tied to no other institution. This allows us to freely implement solutions that are in your best interest, and fully in line with our obligations as a trusted fiduciary.
What We Do
Global I Tailored
We manage globally diversified investment portfolios, tailored to your specific needs and circumstances. We are particularly qualified to service North Americans who wish to add an international dimension to their long-term wealth management plan - safely, conveniently, and in compliance with the relevant rules and regulations.
How We Do It
System I Discipline
A structured and systematic approach to investing is what defines a good investment manager. It's all about getting rid of the 'noise' via a disciplined investment process. While structured in our approach, we remain agile and innovative to continuously adjust to a rapidly changing topography - prudently balancing risks and opportunities.