Welcome to BFI Wealth Management!
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Welcome Note from our Chairman |
Who We are
BFI Wealth Management is an independent wealth management and investment advisory firm. We are a wholly owned subsidiary of BFI Capital Group, a Swiss financial services group that has, via its various subsidiaries, offered a variety of wealth management services to international investors for over 20 years.
Who You are
Our clients are typically high net-worth individuals and wealthy families with an interest in jurisdictional diversification. They generally prefer working with an independent advisory firm like ours and tend to be savvy individualists who avoid "running with the masses".
What We do
At BFI, we take a comprehensive approach to wealth management. In our advisory process, we strive to combine the benefits of sophisticated wealth planning with the objectives of long-term wealth preservation and growth.
We design and maintain wealth management solutions that provide long-term safety coupled with attractive growth potential. As in sports, a strong defense system is the best foundation for successful "risk-taking". Performance is achieved in four dimensions: (1) jurisdictional safety, (2) institutional solidity, (3) long-term structural planning and (4) proper global asset diversification and allocation.
In combination, our services provide our clients with the holistic experience of a family office.
