A specific idea in assets management

So far as financial services are concerned, Switzerland has acquired a solid reputation, which extends far beyond its frontiers. One doesn't need to be told of the place in the international banking world of its Banks and its Private Bankers. It is far less known, however, that there also exists in this country another category of financial advisors specialised in the management of private fortunes: the independent investment managers. Erfisa being a part of them since 1986. You will find on visiting our site a, complete as possible, outline of our ability and our work method, as well as the Ethics which govern all our activities.

We are a family type enterprise. Erfisa has built its success on its independence and its ethics. The management holds all the capital, which avoids any interference from outside shareholders. We have also renounced receiving any retrocession that depositary Banks usually pay to independent managers, in order to obviate any commercial connection to them. This enables us to remain totally independent in our choice of investment for our clients.

In our function as independent managers, investment management plays an important part in our activities. However, our intervention as financial consultants leads us to offering our services in the various domains linked to estates the management of credit facilities, financial planning, and financial consultancy in general.

At all times, our principal preoccupation is to give entire satisfaction to our clientele, by the most efficient realisation of their objectives. A rigorous, transparent and professional approach in the management of the mandates accorded us is at the origin of the additional value offered to our clients.