first priority is to offer our sophisticated clients the best advice, so they are
satisfied with their personal investment strategy.
Our Portfolio Managers and Economists are very well-connected (Bloomberg) which is crucial for a successful strategy to implement and to develop and apply the theories and concepts in practice.
Core Team at AGFIF
Among other highly dedicated advisors,
employees and Experts of AGFIF, we like to introduce you to our core Team:
Anton Meyer, Chairman
the Board of Directors. Mr. Meyer held various positions in reputable
Swiss companies, among a close assistant post with the former President
of the Swiss Confederation, and Finance Minister of Switzerland. He is
an accounting expert.
Statement of the Board of Directores (in GERMAN)
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Bernd Schips served Prof. em. Dr.
served as Full Professor of Economics at the Swiss Federal Institute of
Technology in Zurich (ETH) and was Head of the Swiss Institute of
Business Cycle Research at the ETH Zurich. He serves as Member of
Scientific Advisory Council at Zentrum für Europäische Wirtschaftsforschung GmbH
and serves as Member of the Advisory Board at AGFIF.
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Thorsten Hens is the SFI Professor of
Financial Market Economics at the Swiss
Banking Institute of the University of Zurich. He is an author of
several books, among them the book published in 2010 “Behavioral Finance for Private Banking “.
In addition, Prof. Hens is active as advisor of the pension fund of the
city of Zurich and part of an exclusive group of scientific advisors of
AGFIF and a leading scientist in Behavioral Finance and Neuro Finance
to provide the Management Board with expert advice on performing its
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Mojmir Hlinka, holds a
Federal diploma for expert in
finance and investments/CIWM. Mr. Hlinka is the Managing
Director and Head of the AGFIF Asset Allocation Team where he is
responsible for the overall business of AGFIF. Together with his team,
Mr. Hlinka analysing developments in equities, fixed income markets and
in macroeconomics and has a long history of working closely with Prof.
Schips und Prof. Hens to apply some of the academic theories
successfully in volatile markets.
Mr. Hlinka is a Member of various Asset Management
Associations among Swiss Financial
Analysts Association SFAA.
Eugen Perger, holds a PhD
in Economics (Dr.oec. publ.) from the University of Zurich and is
responsible for the Asset Allocation and Portfolio Management. He is
also a well regarded senior equity analyst (buy and sell side).
Dr. oec. publ. Eugen Perger has more than 20 years experience in
Banking; as a fund manager in major Banks as well as positions in
various Swiss bank’s asset allocation Team, among being a Member of the
reputable Asset Management Comitee of the American International Group
(AIG) Bank in Switzerland and Credit Suisse.
is mainly in
charge of AGFIF's Research (Primary Research) His research interests
include asset pricing and market efficiency and stock valuation, among
behavioral finance and market efficiency. Dr. Perger conducts a
specific in-depth market research to support AGFIF’s investment
strategies. He is also AGFIF's lead
portfolio manager for selected active equity portfolios.
regularly writes well regarded reviews about known companies, mostly
Asset Manager. Prior of joining AGFIF,
Mr. Gonzalez was in charge among various financial Institutions in the
area of guaranteed securities and structured bonds and gained a
profound knowledge in the Latin Equity Market. Mr. Gonzalez was
consequently able to collect invaluable experience in a number of
transactions in very volatile market situations - ultimately to the
benefit of the clients and ever since he use those valuable experience
to handle volatile Markets to the benefit of the clients and focus of
asset preservation extremly well.
Kirchgessner Tajona Master of Arts from the University
of Zurich. She held various positions in Liechtenstein and Switzerland
in the area of Efficient Tax Structuring for Private Wealth Clients,
among UHNWI prior of joining AGFIF.
Senior Relationship Manager. A native of Germany, Patrik Chmilewski has
worked in the investment and financial services industry since the late
90th. After acting as a Relationship Manager of a wealth management
firm for a few years, Mr. Chmilewski started working for AGFIF in 2004
as a Senior Relationship Manager.
His objective is to provide AGFIF clients
with the assistance of our Portfolio managers a process of
repositioning assets to help decrease risk and to have a more versatile
Hermann Rubi - Senior Consultant. Mr. Rubi has built a
strong mutually beneficial working relationship with AGFIF's clients
for more than 10 years. Mr. Rubi's primary responsibilities include
client service and consultant relations to AGFIF's clients. In this
role, he works closely with our Portfolio Managers on the investment
process, as well as assist the Management in the client portfolio
oversight and implementation. Prior joining AGFIF Internatinal Mr. Rubi
worked already with international clients in both the Discretionary and
Loosli Maik -
Junior Consultant. Mr. Loosli joined AGFIF 7 years ago as an Junior
Consultant. As a member of our Relationship Management Team, he
works closely with our other Relationship Managers. Collaborating
closely with our Portfolio Managers as well, he makes sure that our
investments align with each client’s requirements.
Junior Consultant. Mr. Buser is in charge to assist AGFIF's clients
with the daily needs, regarding questions such as about their
portfolios or questions about the performance reports among other
crucial information the client may need to know.
.. as well as other 7 highly motivated people supporting our
Portfolio Management Team, our Relationship Management
Departement or our Administration.
... enhancing our Team's expertise of sophisticated wealth management service
the high-functioning advisory board meets regularly with our Management.
WELCOME TO AGFIF ...
... and please come in
Reception area at our Headquarter
Räffelstrasse 11, CH-8045
will be pleased to invite you to visit our premises in Zurich so that
you can discuss with our experienced Professionals the various services
we can provide you at first hand.
Our Address and a detailed Map you will
Address and Map