BFI INFINITY INC.
Bergstrasse 21, 8044 Zurich
Minimum amount of investment: USD 500,000 preferred
BFI Infinity offers a comprehensive array of investment advisory and wealth management services for international clients. In particular, BFI Infinity is specialized in, and focused on, the needs of investors with a US or Canadian residency or citizenship, as well as international investors who may have US-related planning circumstances.
We also do cryptocurrencies with Swiss custody for safe protection.
BFI Infinity is a member of the BFI Capital Group.
Licensed as a Portfolio Manager by FINMA, the Swiss Financial Markets Supervisory Authority.
Registered as an Investment Advisor with the SEC in the United States.
Registered with the Canadian Securities Administrator: International Adviser Exemption for British Columbia, Québec
RENÉ MARTY - STRATEGIC INVESTMENT ADVISORY
I have served various US SEC-registered Investment Advisors as their CEO, specialized in the field of investment advisory and asset management of US-persons. I have been associated with BFI since 2022.
After my return to Switzerland from Toronto, Canada in the late 90s, I held several leading positions for client advisor teams before I became CEO of UBS Swiss Financial Advisers AG (UBS-SFA) in 2009, a SEC registered investment adviser that provided multi-currency, multi-asset investment portfolios to US clients for international and jurisdictional investment diversification to thousands of US clients with multi-billion assets under management.
Among many educational positions, my participation in the Global Advanced Management Program at Northwestern University/Kellogg Business School and my Bachelor of Business Administration at the Kaderschule Zurich (KSZ) are noteworthy. I am also a certified Wealth Management Advisor (CWMA) by SAQ (Swiss Association for Quality).
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