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DirectoryFinance & InsuranceExternal Asset ManagementRotkreuzAGFIF International AG
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AGFIF International AG

Summary

About the company

The core activity of AGFIF International AG is asset management and investment consulting, in particular the development of strategies to minimize risks and exploit opportunities in portfolios for private and institutional clients.

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Offering

Products & services

Industry:External Asset Management
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Discretionary wealth management
Discretionary wealth management for bank custody accounts according to investment guidelines, ongoing monitoring, adaptation to market changes, portfolio monitoring and reporting.
Investment advice
Personal, tailored investment advice with analysis of objectives, risk tolerance and investment horizon, as well as development of investment proposals and market assessments.
Portfolio review
Free, non-binding portfolio review with analysis of returns, risks, costs, transparency and alignment with personal investment objectives.
Behavioural finance in investment advice
Application of behavioural finance insights in the advisory process and in asset allocation, including analysis of investor behaviour and consideration of psychological decision errors.
Portfolio analysis and monitoring
Regular analysis of securities accounts and portfolios, monitoring of quality and risks, and ongoing adjustment to current market conditions.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 20 reviews across all connected sources

Sources
GGoogle520
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Press

Media

August 12, 2023Media
Börsen-Talk Mojmir Hlinka
cash.ch

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Location

Grundstrasse 14
6343 Rotkreuz
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-111.693.873
Founded
2004 · 22 years
Last commercial register change
July 29, 2026
Employees
11 to 20

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