Comprehensive Offering

There is no profit without risk - we advise you and guide you as safely as possible

We offer a package of services that goes beyond the mere management of investments. Combining the dimensions of international wealth planning, private banking and portfolio management, our goal is always to achieve a personally configured and multi-jurisdictionally integrated solution for you and your family.

  • Jurisdictional diversification / cross-border planning

  • Structures and services related to tax, inheritance, asset protection and compliance

  • Access to our network of attorneys and accountants

Wealth
Planning

  • Portfolio performance reviews and consultation

  • Personally tailored proposals and modelling

  • Definition of a 'Global Plug-In' strategy, complementary to local investment strategy

  • Formulation of suitable investment mandate

Investment
Advice

Reporting

  • Dynamic and secure online access to statements and performance reports

  • Consolidated reporting across multiple accounts, reference currencies and custodians

  • Ongoing account monitoring and regular personal reviews

  • Global Investing

  • Hybrid investment process and methodology

  • Research and proprietary investment strategies

  • Discretionary and non-discretionary investment strategies

Investment
Management

BFI stands for Balance, Freedom and Independence. We approach business in a balanced and calm manner. We are entrepreneurial problem solvers, out-of-the-box-thinkers - freely drawing our own conclusions.