AGFIF - Behavioural Wealth Management  

 
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What we offer

 

 

We offer two core methods for a mandate:

 

        1. Discretionary Management
        2. Advisory Mandates

 

In both ways you will receive regular reports on the value of your Portfolio, and all of our expertise, our economic and market research.

We focus of your unique personal and professional consideration and finally you'll decide what is the best for you.

Discretionary asset management

A Client who chooses Discretionary Management has a long term point-of-view, and prefers our experts to manage their Portfolios.

The client gets a personal Portfolio Manager with whom he designs his pfeilvery personal portfolio . An agreement between him and AGFIF International AG specifies the management’s goals, direction and restrictions.

Our utmost goal of wealth management is to create long-term capital growth through consistent added value relative to a benchmark agreed with the client.

We offer our Discretionary Asset Management Service on portfolios of 500 000 euro or more to invest.

As soon as all the details are finalised, our professionals start to arrange the necessary steps.

Advisory Management

For clients who wish to invest in individually. The client builds up his very own Portfolio of Bonds, stocks etc for the short or long term together with one of our advisors, but according to his own personal needs and decisions and our  pfeiladvice.

Other services

As we work in Zurich closely with interdisciplinary professionals together, we provide a wide range
of  pfeilexperience in corporate finance, accounting, trusts to adequately serve our clients needs.

The combination of a broad range of Wealth Management services and related services delivers consistent and superior results.

Our advisor will contact you with our recommendation by phone or email – what ever you may select. We are as flexible as the client needs us to be.

 

 

 

 

 

   

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