AGFIF - Behavioural Wealth Management  















How we work together

Our organization is made to ensure the safety of your wealth and ease of management.

Your wealth is safely held in a third party deposit account; for this you have a deposit account agreement and pay an account fee. AGFIF has a wealth management agreement with you which gives us the power of attorney. This allows us to easily implement your investment strategy by communicating directly with the Swiss Deposit Bank on your behalf.

We keep frequent contact with you about your investment.

We are bound solely by the interests of our clients and by our determination to achieve long term results.

As we are independent, our structure does not limit your investment opportunities or cause conflict of interest. We have no incentive topush products that are not in your best interest.


Integrity in wealth management is important for us.

AGFIF adheres to the regulations of PolyReg. PolyReg is a self-regulatory body recognised by the Swiss Federal Money Laundering Control Authority. It is established according to Article 24 of the Swiss Money laundering act (MLA) and acts as regulatory and supervising Organisation for its members.




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