The main activity of AGEFOR is the management of assets for a range of clients including private individuals, Trusts, Funds, Foundations, and other Institutions.
We endeavour to meet our clients’ special requirements. Whether this involves a maximum return on capital or capital appreciation, the requirements differ in each particular case.
Investment Policy
The investment policy of AGEFOR is based on proven conservative principles.
We always give priority to the long-term protection of our clients’ capital. Investments are only placed in economically and politically stable countries.
All investment decisions are continuously reviewed in the light of the international situation.
This policy lays emphasis on high performing, fixed-income investments and shares of world-renowned companies offering above average growth potential.
We favour the formation of clearly structured portfolios, ensuring careful diversification of the investments and concentrating on major markets and currencies.
STABILITY, DISCRETION, EFFICIENCY
For several centuries Switzerland has quite rightly symbolized stability in monetary and political terms. The country is also the symbol of prudence and competence in assets management.
The professionals brought together by AGEFOR have all extensive experience in financial markets. They know how to listen to their clients, to implement their strategy enabling their targets to be reached with the utmost security and efficiency.
INVESTMENT PHILISOPHY
* Mutual trust and an understanding of our clients’ requirements are a pre-condition for a joint appraisal of the investment decisions.
* The long-term conservation of capital takes priority over short-term gains.
* We pay particular attention to spreading the risk internationally, based on criteria linked to political and economic stability.
* Currencies and securities are selected with the greatest care since they are crucial to the success of any investment policy.
AGEFOR S.A will be at your services at all times, demonstrating its efficiency and maintaining the special relationship based on mutual trust.