Company Profile
BFI Wealth Management Inc. provides a unique and successful approach to portfolio management . Based on our accreditation with some of the best custodian banks and financial institutions in Switzerland, we are able to offer highly competitive terms.
What we do
As part of the BFI Capital Group Inc., 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 profitable investing. However, the services of BFI Wealth Management Inc. focus on the following services related to portfolio management:
What you can expect from us
Most investors are keenly aware of the benefits obtained through multi-jurisdictional strategies and diversification. However, based on lack of information, insufficient experience or the absence of trusted contacts abroad, most of them never fully benefit from such opportunities. BFI Consulting Inc. can help you overcome these barriers competently and conveniently.
As a client of BFI, you are able to tap into our time-tested network of institutions and professionals. Thus, the overall array of our services provides our clients with a one-stop, family office type relationship. For many of our clients, BFI has become their Swiss single point of contact and trusted partner for all of their financial affairs overseas.
What we do
As part of the BFI Capital Group Inc., 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 profitable investing. However, the services of BFI Wealth Management Inc. focus on the following services related to portfolio management:
- Discretionary portfolio management - professionally managed accounts; a discretionary management mandate in accordance with BFI's portfolio management methodology
- Advisory portfolio management - non-discretionary portfolio management; mandates to effectuate allocations in cooperation with our clients
- Portfolio performance reporting and analysis - regular account statements and performance updates; we also offer consolidated reporting and global custody solutions
What you can expect from us
Most investors are keenly aware of the benefits obtained through multi-jurisdictional strategies and diversification. However, based on lack of information, insufficient experience or the absence of trusted contacts abroad, most of them never fully benefit from such opportunities. BFI Consulting Inc. can help you overcome these barriers competently and conveniently.
As a client of BFI, you are able to tap into our time-tested network of institutions and professionals. Thus, the overall array of our services provides our clients with a one-stop, family office type relationship. For many of our clients, BFI has become their Swiss single point of contact and trusted partner for all of their financial affairs overseas.
