What we offer
We offer two core methods for a mandate:
- Discretionary Management
- Advisory Mandates
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 very personal portfolio . An agreement between him and AGFIF International AG specifies the management’s goals, direction and restrictions.
utmost goal of wealth management is to create long-term capital growth
through consistent added value relative to a benchmark agreed with the
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.
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
Below: Hermann Rubi, Asset Management AGFIF
As we work in Zurich closely with interdisciplinary professionals together, we provide a wide range
of experience 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.
Photo below: Daniel Buser in conversation with a client answering question regarding his Portfolio
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
Below: Daniel Gonzalez and Dr. Eugen Perger.