Our Comprehensive Approach To Wealth Management
At BFI we strive to combine legal structures, institutional services and personalized portfolio management to achieve optimized and personally tailored, long-term wealth management solutions for our international clients.
Our approach is best reflected in our portfolio management principles:
In partnership with our client
We are in partnership with our clients, because we structure our services with a focus on a long-term relationship and the least possible conflicts of interest. Our interests are in line with the interests of our clients, to grow their assets in a consistent and reliable approach. For instance, the portfolio management mandates we offer exclude any incentives for us to churn a client's account. Like most successful asset managers in Switzerland, BFI has co-operation agreements with a variety of banks. Based on those agreements, the respective banks are contractually obliged to pay transaction commissions (one-time per transaction) and retro-cessions (ongoing trailers) to us. We are pleased to accept these commissions and pass them on to our clients. Consequently, BFI clients benefit from our institutional terms.
Big Picture fit
At BFI we take a top-down approach to managing assets. We start with the Big Picture, in other words our interpretation of the key driving forces and trends in geo-politics, economics and financial markets. The Big Picture has broad invesment implications that translate into our strategic asset allocation decisions. Our Big Picture is best reviewed by meeting with us personally, or by regularly reading the Mountain Vision Newsletter .
Big Picture Fit is important to us. Obviously, within our stratigic allocation decisions, there is ample room for personalized portfolio modelling and strategy formulations. However, there needs to be a Big Picture Fit, for us to accept a management mandate. In other words, we reserve our portfolio management services for clients who feel confortable and compatible with our views. In cases where that does not apply, we are still able to provide support regarding wealth planning needs and to introduce our clients to qualified third-party managers.
Wealth preservation first
We help our clients design and maintain wealth management strategies that provide long-term safety coupled with attractive growth potential. Safety is achieved in four dimensions: (1) Jurisdictional safety, (2) institutional solidity, (3) long-term structural planning and (4) proper global asset diversifiction and allocation. Our motto is: "Wealth preservation first, growth and performance acceleration next!" As in in sports, a strong defense system is the best foundation for successful risk-taking.
Absolute return
Our clients are not interested in benchmarks and relative performance. They don't want to lose money and want to get a solid, regular return at adequate risk levels. While relative performance can be part of a portfolio performance analysis, it will not determine our investment decisions. Our discretionary mandates are focused on absolute returns.
- In partnership with our clients
- Big Picture fit
- Wealth preservation first
- Focus on absolute returns
In partnership with our client
We are in partnership with our clients, because we structure our services with a focus on a long-term relationship and the least possible conflicts of interest. Our interests are in line with the interests of our clients, to grow their assets in a consistent and reliable approach. For instance, the portfolio management mandates we offer exclude any incentives for us to churn a client's account. Like most successful asset managers in Switzerland, BFI has co-operation agreements with a variety of banks. Based on those agreements, the respective banks are contractually obliged to pay transaction commissions (one-time per transaction) and retro-cessions (ongoing trailers) to us. We are pleased to accept these commissions and pass them on to our clients. Consequently, BFI clients benefit from our institutional terms.
Big Picture fit
At BFI we take a top-down approach to managing assets. We start with the Big Picture, in other words our interpretation of the key driving forces and trends in geo-politics, economics and financial markets. The Big Picture has broad invesment implications that translate into our strategic asset allocation decisions. Our Big Picture is best reviewed by meeting with us personally, or by regularly reading the Mountain Vision Newsletter .
Big Picture Fit is important to us. Obviously, within our stratigic allocation decisions, there is ample room for personalized portfolio modelling and strategy formulations. However, there needs to be a Big Picture Fit, for us to accept a management mandate. In other words, we reserve our portfolio management services for clients who feel confortable and compatible with our views. In cases where that does not apply, we are still able to provide support regarding wealth planning needs and to introduce our clients to qualified third-party managers.
Wealth preservation first
We help our clients design and maintain wealth management strategies that provide long-term safety coupled with attractive growth potential. Safety is achieved in four dimensions: (1) Jurisdictional safety, (2) institutional solidity, (3) long-term structural planning and (4) proper global asset diversifiction and allocation. Our motto is: "Wealth preservation first, growth and performance acceleration next!" As in in sports, a strong defense system is the best foundation for successful risk-taking.
Absolute return
Our clients are not interested in benchmarks and relative performance. They don't want to lose money and want to get a solid, regular return at adequate risk levels. While relative performance can be part of a portfolio performance analysis, it will not determine our investment decisions. Our discretionary mandates are focused on absolute returns.
