ADVISORY MANDATES

The contractual mandate you give us is void of conflict of interest - we act as your fiduciary and ally.

We are fee-only registered investment advisors with a fiduciary responsibility to act in your best interest. We do not accept any fees or compensation based on product sales. We act as your ally overseas, with ongoing advice, guidance and coordination.

Our fiduciary obligation: to act in your best interest!

Our business principles, the contractual mandate you give us, and the regulations we are governed by, ensure that our interests are aligned with yours.

Types of mandates

We offer three types of mandates:

  1. Discretionary Investment Mandates: After agreeing with you on the investment strategy and your expectations, you give us a discretionary mandate which delegates the day-to-day management of your assets to us. Our offering includes an array of modular investment allocations and strategies to build your personalized portfolio strategy with.
     

  2. Non-Discretionary Investment Mandates: With a non-discretionary mandate, we provide you with personal advice and guidance. You benefit from our expertise and research. However, you make your own investment decisions. Our mandate does not allow us to adjust your portfolio without your "blessing".
     

  3. Special Mandates & Projects: ​Some of our clients employ us for special projects and tasks related to their international wealth management needs. Some involve us in their overall wealth and estate planning process. Frequently, we work closely with their tax attorneys, accountants and local advisors. These mandates are discussed and arranged on a case-by-case basis. 

Contractual structure of advisory mandate

Here is how discretionary and non-discretionary mandates are generally structured:

  • Bank account: You establish a direct relationship with one of our partner banks. We introduce you and facilitate the account opening procedures.
     

  • Management mandate: You give BFI a clearly defined investment advisory mandate, either on a discretionary or non-discretionary basis.
     

  • Limited power of attorney: You give BFI a limited power of attorney to buy and sell assets on your account. You can instruct the bank to revoke this power at any time.
     

  • Custody & brokerage: The bank provides custody and brokerage services. The specifics of your mandate will determine which bank is best suited to accommodate your specific needs and aims.
     

  • Checks & balances: This tri-party model affords solid checks and balances, as well as full transparency and control over your assets at all times. Regular reporting is provided both by the bank and BFI Infinity.

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