

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.
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Jurisdictional diversification / cross-border planning
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Structures and services related to tax, inheritance, asset protection and compliance
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Access to our network of attorneys and accountants
Wealth
Planning
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Portfolio performance reviews and consultation
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Personally tailored proposals and modelling
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Definition of a 'Global Plug-In' strategy, complementary to local investment strategy
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Formulation of suitable investment mandate
Investment
Advice
Reporting
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Dynamic and secure online access to statements and performance reports
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Consolidated reporting across multiple accounts, reference currencies and custodians
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Ongoing account monitoring and regular personal reviews
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Global Investing
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Hybrid investment process and methodology
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Research and proprietary investment strategies
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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.