Welcome to BFI Wealth Management!
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.
Who we are
BFI Wealth Management Inc. is an independent Swiss asset management and investment advisory firm. We are a wholly owned subsidiary of BFI Capital Group Inc., a Swiss holding company that has, via its various subsidiaries, offered wealth management services to international investors for over 20 years.
Our Clients
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".
We appreciate American Clients
We are dedicated to working with American clients! In order to serve the needs and address the very specific issues of ‘US persons' seeking to safely diversify and invest internationally BFI Wealth Management (US Clients) Inc. was founded and properly licensed with the SEC as a registered investment advisor (RIA).
The big picture matters
We employ an investment methodology that is proprietary and differs considerably from the "traditional" investment principals that have become common practice over the past decades, a period strongly influenced by increasingly lower interest rates and too much "Easy Money".
Our approach to managing our and our clients' assets is heavily influenced by our big picture views, which again are based largely on the principals of Austrian economics. Unless our 'big picture' is in line with yours, we may not be a fit for you. A good way of learning more about our big picture and perspectives is to subscribe to our Mountain Vision newsletter.
Does your investment manager really share your big picture? Does your investment strategy truly reflect your worldviews? Does it matter? We think so!
We invite you to contact us, if you would like to discuss this and learn more. The best, of course, is to meet with us at our offices in Switzerland. There are worse places to visit.
Who we are
BFI Wealth Management Inc. is an independent Swiss asset management and investment advisory firm. We are a wholly owned subsidiary of BFI Capital Group Inc., a Swiss holding company that has, via its various subsidiaries, offered wealth management services to international investors for over 20 years.
Our Clients
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".
We appreciate American Clients
We are dedicated to working with American clients! In order to serve the needs and address the very specific issues of ‘US persons' seeking to safely diversify and invest internationally BFI Wealth Management (US Clients) Inc. was founded and properly licensed with the SEC as a registered investment advisor (RIA).
The big picture matters
We employ an investment methodology that is proprietary and differs considerably from the "traditional" investment principals that have become common practice over the past decades, a period strongly influenced by increasingly lower interest rates and too much "Easy Money".
Our approach to managing our and our clients' assets is heavily influenced by our big picture views, which again are based largely on the principals of Austrian economics. Unless our 'big picture' is in line with yours, we may not be a fit for you. A good way of learning more about our big picture and perspectives is to subscribe to our Mountain Vision newsletter.
Does your investment manager really share your big picture? Does your investment strategy truly reflect your worldviews? Does it matter? We think so!
We invite you to contact us, if you would like to discuss this and learn more. The best, of course, is to meet with us at our offices in Switzerland. There are worse places to visit.
