Our main assests in a glimpse
Confidentiality
All the employees of the firm are subject to professional secrecy and the anti-money-laundering law (LBA). Moreover, the small size of Erfisa is a supplementary guarantee of absolute discretion.
Liberty
Erfisa requires nothing from its clients; it submits proposals to them, from which they choose the solution which suits them the best. Furthermore, the business relationship can be terminated at any time, without notice.
Personal contact
With us, you will build a long-term intimate relationship with the certitude of always dealing with the same person.
Security and simplicity
No transfer of funds is necessary to commence a relationship with us. So far as investment management is concerned, your money stays on your Bank account, over which Erfisa has only an investment capacity.
Integrated approach
Erfisa possess all the necessary competences in order to reply to the numerous questions concerning the overall management of assets (Fiscal matters, Estates, Real Estate, Provision for the future, etc.).
Availability and flexibility
Some clients call their investment manager every day. Others, on the contrary, content themselves with a contact once a year. At Erfisa, we have no preference, we adapt to the requirements and habits of our clients.
Transparency
Our fees and conditions are clearly set out; our clients having unlimited access to all the documents concerning their mandate. We take the time to explain in details the actions, which we take on their behalf.
Openness
Our services are not reserved for a special type of client. We deal with mandates of all sizes, and we are proud of the fact that we advise all those wishing to place their assets or obtain financial advice.