Team

Success - it happens when a 
group of people works as one

Team

Kathleen Mateo

Operations & Portfolio Administration
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Kathleen Mateo

Operations & Portfolio Administration

Kathleen Mateo is part of BFI Infinity's Operations and Portfolio Administartion team where she actively suports the team's day-to-day opersations from performing quality checks to assisting senior managers in administering client portfolios.

Prior to joining BFI, Ms. Mateo worked for the Department of Trade & Industry, a National Government Agency in the Philippines. Ms. Mateo finished her Bachelor's degree in Business Management in 2009 and holds a diploma under the masters degree program in Development Administartion from the Don Mariano Marcos Memorial State University in the Philippines.

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Armin Ajdarpasic

Operations & Portfolio Administration
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Armin Ajdarpasic

Operations & Portfolio Administration

Armin Ajdarpasic, in his role as member of BFI infinity’s Operations & Portfolio Administration team, is actively involved during the client onboarding phase and coordinates the process from the prospecting until the account opening phase.
Prior to his tenure, Mr. Ajdarpasic worked for Raiffeisenbank in the credit administration department and after that spent the last four years working as a Business Auditor in the private banking sector at Julius Baer Co.
Mr. Ajdarpasic holds a Bachelor of Arts and Master of Science degree in Business and Economics from the University of Basel.

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Nicola Alves

Head of Operations & Portfolio Administration
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Nicola Alves

Head of Operations & Portfolio Administration

Nicola Alves is responsible for BFI Infinity’s operations and portfolio administration.

Ms. Alves holds a BA in International Relations and MSc in Banking and Finance. Before joining BFI, she worked as a research associate at the Lucerne University of Applied Sciences and Arts.

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Jürg Bühlmann

Member of the Board & General Counsel​
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Jürg Bühlmann

Member of the Board & General Counsel​

Jürg Bühlmann is specialized in contracts and banking laws as well as blockchain-based technologies and transactions (Initial Coin Offerings, ICO). He advises clients from various industry sectors and the financial industry in  corporate law matters and examines regulatory aspects of new business models.

In addition, he has vast experience in sports law and represents his clients in court and administrative proceedings.

In 2012, he successfully founded a law firm in Zürich, where he still acts as a partner. In addition, he regularly holds speeches at conferences and seminars on current legal topics and has lectured at the Institute for Financial Services Zug IFZ as well as the University of Applied Sciences Lucerne.

Mr. Bühlmann was admitted to the bar in 2002. He holds an LL.M. from the Universtiy of Pennsylvania Law School and a lic. iur. (J.D.) from the University of Zurich Law School.

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Michael Donev

Relationship Manager & Legal Advisor​
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Michael Donev

Relationship Manager & Legal Advisor​


Michael Donev serves as a private banking advisor to HNWIs and UHNWIs. He advises existing and prospective clients on asset protection strategies, wealth preservation, and global wealth management solutions.

Mr. Donev is an attorney admitted to practice in the states of New York and Washington. He has previously practiced in the US, France, Belgium, and Switzerland at law firms and intergovernmental organizations, and was general counsel for international corporations. Mr. Donev has developed expertise in international banking, data privacy and cross-border transactions.

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Nebojsa Mitrovic

Operations & Risk Management ​​
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Nebojsa Mitrovic

Operations & Risk Management ​​

Nebojsa Mitrovic is part of BFI's portfolio management team. His role is supporting the senior portfolio managers in administrating client portfolios.​

Prior to his tenure, Mr. Mitrovic worked for an independent investment consultancy company and in the tax reporting department of a large Swiss bank. Mr. Mitrovic holds a Bachelor’s degree in Banking & Finance from the Zurich University of Applied Sciences.

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Bernarda Pesantez

Chief Compliance Officer​
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Bernarda Pesantez

Chief Compliance Officer​

Bernarda Pesantez is a managing partner of BFI Infinity and acts as the firm's Chief Compliance Officer (CCO). Moreover, Mrs. Pesantez heads up the operations of BFI Consulting Inc., a sister company specialized in asset protection and wealth preservation strategies for international investors.  

Mrs. Pesantez has been with BFI for over 20 years, previously working for a Swiss private bank. During her tenure she has gained profound experience in trust and estate planning as well as regulatory considerations.

Mrs. Pesantez holds a Bachelor’s degree from the Equinoctial Technological University of Ecuador, and a Master of Laws (LL.M.) from the University of London. She also holds a Trust and Estate Practitioners qualification (TEP) and is a member of the Swiss branch of the Society of Trust and Estate Practitioners.

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Andreas Schaub

Portfolio Management & Trading​
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Andreas Schaub

Portfolio Management & Trading​

Andreas Schaub, in his role as a member of BFI Infinity's portfolio management team, is actively involved in the investment research and portfolio management decisions of BFI Infinity.  

Mr. Schaub assists clients and partners of BFI in regard to their portfolios and ensures that their investment strategies and transactions are processed accurately and efficiently on a day-to-day basis.

Prior to his tenure at BFI, Mr. Schaub worked for a large Swiss financial newspaper company and Deloitte. Mr. Schaub holds a Master’s degree in Economics from the University of Zurich and is a CFA Charterholder.

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Dirk Steinhoff

Chief Investment Officer​
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Dirk Steinhoff

Chief Investment Officer​

Dirk Steinhoff is a managing partner of BFI Infinity and, as the firm's Chief Investment Officer (CIO), takes the lead regarding the firm's investment process and investment decisions and investment research.  

Mr. Steinhoff personally advises a select group of BFI's clients regarding their investments and wealth preservation needs. He has been with BFI for over 10 years. Prior to BFI, Mr. Steinhoff successfully founded and built two companies in the realm of infrastructure and real estate management, and he worked as an independent asset manager for over 15 years.

Mr. Steinhoff holds a Master´s degree in Civil Engineering and Business Administration from the Technical University of Berlin, Germany.

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Frank Suess

Chairman of the Board ​
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Frank Suess

Chairman of the Board ​

Frank R. Suess is co-founder and managing partner of BFI Infinity. As the Chairman of the Board, he heads up the firm's overall strategy. Mr. Suess is also the owner and chairman of BFI Capital Group, the 70% parent company of BFI Infinity.

Mr. Suess personally advises a select group of wealthy international investors and families with a focus on cross-border planning and prudent wealth management. Prior to his heading up BFI, Mr. Suess was a management consultant and held a senior management position with Price Waterhouse.

​Mr. Suess holds an MBA from the Haas School of Business, UC Berkeley, California, USA.

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Vithu Vijayakumaran

Operations & Portfolio Administration​
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Vithu Vijayakumaran

Operations & Portfolio Administration​

Vithu Vijayakumaran supports the senior portfolio managers in administrating client portfolios as part of BFI's Portfolio Administration team.​

Ms. Vijayakumaran completed her commercial apprenticeship in 2018 and has worked in the back office of several Swiss companies. Since the fall of 2020, she has been studying business administration alongside her work at BFI.

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Benjamin Widmer

Portfolio & Relationship Management​
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Benjamin Widmer

Portfolio & Relationship Management​

Benjamin Widmer is part of BFI’s portfolio and relationship management team. He advises existing and prospective clients on global wealth management solutions.

Mr. Widmer holds a Bachelor's degree in Business Administration with a specialization in Banking & Finance from the Zurich University of Applied Sciences. He also holds a Master's degree in Banking & Finance with a major in Digital Banking from the same university.

Before joining BFI, he worked in investment consulting at the largest Swiss retail bank, where he also completed his apprenticeship.

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Daniel Zurbrügg

Member of the Board & Chief Executive Manager​
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Daniel Zurbrügg

Member of the Board & Chief Executive Manager​

Daniel Zurbruegg is a co-founder and the Chief Executive Officer (CEO) of BFI Infinity. As CEO, he signs responsible for the executive management of the firm.

Prior to his tenure at BFI, Mr. Zurbruegg had founded and managed Swiss Infinity Global Investments GmbH, an independent investment advisor that merged with BFI Wealth Management (International) Inc. to form BFI Infinity in 2017. Mr. Zurbruegg was the Head Asset Manager for a private bank in Zurich, where he and his team managed the bank’s private client portfolio with total value of US$1.2 billion. His focus was on global asset management and asset protection.

Prior to that, he was a Treasury Manager for Kraft Foods / Altria Group, focusing on foreign exchange management and global investments, and Compagnie Financière Richemont AG. Mr. Zurbruegg also managed institutional money for Richemont, which belongs to the Rupert family of companies.

Mr. Zurbrügg completed his business studies in Switzerland and later earned his CFA charter.

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Meet the team

Advisory Partners

Roger Badet

Client Advisory Partner​
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Roger Badet

Client Advisory Partner​

Roger Badet pursued his studies in England and Italy after completing his banking apprenticeship at a Swiss bank. He spent some 8 years in Canada where he worked in banking and later opened and managed a foreign exchange company. He returned to Switzerland to take charge of the foreign exchange, precious metals and private banking departments of a major bank as first senior vice-president. Later on, Mr. Badet worked in private banking and formed his own independent investment advisory firm. Mr Badet has been associated with BFI since 2014.

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Bernhard Iten

Client Advisory Partner​
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Bernhard Iten

Client Advisory Partner​

Bernhard Iten is a Senior Relationship Manager has been associated with BFI since 2022.

After finishing his apprenticeship at the UBS Switzerland in Zug, he worked as an assistant in private banking for HNWI and UHNWI clients at UBS Zurich. In 2000, Bernhard became a Client Advisor to Mexican clients, serving them in banking aspects including wealth preservation, appreciation and investment ideas. From 2016 until 2022, he focused on the development of the Mexican market at UBS Wealth Management International. After more than 33 years at UBS, he joined a Swiss independent asset management company that focuses on advisory service to the Mexican market. He speaks German, Spanish, French and English and holds a degree of Applied Science HFW.

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Benjamin Lodmell

Client Advisory Partner​​
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Benjamin Lodmell

Client Advisory Partner​​

Benjamin Lodmell began his career in banking in 1993 with the Federal Reserve Bank of New York and continued in International Private Banking with Chemical Bank, Credit Lyonnais, Merrill Lynch and as an independent asset manager with Pictet, Cie. He is an asset protection advisor with Lodmell and Lodmell Law Offices, P.C. based in Scottsdale, AZ and has proudly associated with BFI Infinity since 2018. Ben holds a B.A. in Economics from Connecticut College and an M.A. from the Fletcher School at Tufts University.

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René Marty

Client Advisory Partner​
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René Marty

Client Advisory Partner​

René Marty has served various US SEC-registered Investment Advisors as their CEO, specialized in the field of investment advisory and asset management of US-persons. Mr Marty has been associated with BFI since 2022.

After his return to Switzerland from Toronto, Canada in the late 90ties, he held several leading positions for client advisor teams before he became CEO of UBS Swiss Financial Advisers AG (UBS-SFA) in 2009, a SEC registered investment adviser that provides multi-currency, multi-asset investment portfolios to US clients for international and jurisdictional investment diversification to thousands of US clients with multi-billion Assets under management.

Among many educational positions, his participation in the Global Advanced Management Program at Northwestern University/Kellogg Business School and his Bachelor of Business Administration at the Kaderschule Zurich (KSZ) are noteworthy. René is also a certified Wealth Management Advisor (CWMA) by SAQ (Swiss Association for Quality).

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Mark van Deelen

Client Advisory Partner​
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Mark van Deelen

Client Advisory Partner​

Mark van Deelen is the personal adviser to a select group of BFI clients (in the ultra high-net-worth space). His focus is delivering on their investment needs, balancing risk and reward, by drawing on a wide range of global investments. Mr van Deelen has been associated with BFI since 2012.

Mr. van Deelen started his career as a management trainee with an American blue-chip company, having completed his Master of Science degree in Business Administration at Tilburg University, Netherlands. He subsequently worked at different independent Swiss asset management companies, currently providing advice for a company focused on sustainable asset managent.

Mr. van Deelen is a CFA charterholder.

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