Bfi Wealth Management (International) Inc. (Zurich)
Bfi Wealth Management (International) Inc. is an adviser based in Zurich. It manages $352.36 million of regulatory assets for 152 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, Arizona, California, and 7 other states.
Bfi Wealth Management (International) provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Bfi Wealth Management (International): assets under management
The assets under management (AUM) of Bfi Wealth Management (International) Inc. is $352.36 million. The firm's AUM has grown by 76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Bfi Wealth Management (International) Inc. for their services and products based on a percentage of assets under management, hourly charges, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Bfi Wealth Management (International) Inc.
Dirk Nmn Steinhoff has served as the Chief Investment Officer since 1 Jul 2011 and Frank Richard Suess is the Chief Executive Officer of Bfi Wealth Management (International) Inc. family office. Daniel (Nmn) Zurbruegg joined the executive team most recently as the Chief Executive Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 1 indirect owner.Based in Zurich
The principal office where Bfi Wealth Management (International) Inc. performs its advisory services is located at Bergstrasse 21, Zurich, 8044, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +41 58 806 2210 or by fax +41 58 806 2211. The normal business hours are 08:00 am - 18:00 pm on Monday - Friday. You can find more information about the New York firm at bfiwealth.com.
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