Who we are. BFI Consulting was founded in 1993. From the very beginning, we specialized in wealth strategies that combined structural planning with global investment opportunities. Today, we are the institutional investment and advisory arm of BFI Capital Group.
A discretionary mandate delegates the day-to-day management of your investment portfolio to us. After jointly reviewing and analyzing your specific interests and needs, we prepare a personalized proposal. Once in agreement, we implement the mandate. Your portfolio is reviewed regularly; changes are always possible.
With a non-discretionary mandate, we provide you with personal advice and guidance. You benefit from our expertise and research. However, you make your own investment decisions. Our mandate does not allow us to adjust your portfolio without your 'blessing'.
Some of our clients employ us for special projects and tasks related to their international wealth management needs. Some involve us in their overall wealth and estate planning process. Frequently, we work closely with their tax attorneys, accountants and advisors. These mandates are discussed and arranged on a case-by-case basis.
How we work. BFI stands for Balance, Freedom and Independence. We approach business in a balanced and calm manner. We are entrepreneurial problem solvers - freely drawing our own conclusions. We are 100% independent, tied to no institution, able to create solutions we truly believe in.
We are here to orchestrate our know-how, experience and network to the tune of your needs...'