Bfi Wealth Management (International) Inc. (Zurich)

Name: Bfi Wealth Management (International) Inc.
Address: Bergstrasse 21, Zurich, 8044
Telephone: +41 58 806 2210

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.

The firm manages $261.3 million in discretionary accounts and $91.07 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.56 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.82 million.

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. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. 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

Name	Entity	Date acquired	Ownership	Employer ID
Bfi Capital Group Ag	Shareholder	1 Jul 2011	75% - 100%	foreign
Frank Richard Suess	Chief executive officer	1 Jul 2011	Other	5950621
Dirk Nmn Steinhoff	Chief investment officer	1 Jul 2011	Other	5950623
Bernarda Nmn Pesantez Merino	Chief compliance officer	1 Jul 2011	Other	5950625
Michael Jean Burkhard	Managing director	1 Jun 2014	Other	6461206
Daniel (Nmn) Zurbruegg	Chief executive officer	1 May 2017	25% - 50%	5927456

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Frank Richard Suess	Shareholder	1 Dec 2007	75% - 100%	5950621

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.