Philosophy and principles
BBGI Group is built around eight main principles that govern the activity of our employees on a daily basis: be it Performance, Risk Control, Adaptability, Identity of Interest, Trust, of Competence Optimization, we will always value our Independence and Continuity.
Independence
- Independent investment strategy
- Independent partners
- Choice of products without conflict of interest
- Internal and external research
- Company owned by managing partners
Continuity
- Passion for wealth management backed by over 25 years of experience
- Committed managing partners with a close client relationship
- Lasting relationship with experienced key company contacts
- Stable management teams
- Great attention to quality of service
Performance
- Absolute or relative, your performance goal is our primary concern
- Over performance on the majority of our funds and management compared to benchmarks
- Performance optimization while minimizing risk and volatility
- Active management of asset allocation, the main pillar of performance
- Adaptation of strategy to market conditions
Risk monitoring
- Daily risk management
- Quantitative & fundamental risk analysis
- Active management of investment, legal and organizational risks
- Internal control system
- External control system (FINMA, auditors, fund management)
Adaptability
- Human scale company
- Objectives and constraints of individual investments taken into account
- Optimization according to the client’s investment goals
- Freedom to choose from a range of products
- Solutions adapted to the financial market situation
Common interests
- Aligning our interests with those of our clients
- Support for our clients through the good and the bad times
- Performance-based fee system
- Traditional fee system also available
- Desire to develop a rewarding and mutually beneficial long-lasting relationship
Trust
- Trust is the hallmark of joint success
- Faultless ethics across all of our work
- Dedicated team available at all times to support clients in all circumstances
- Atmosphere of trust and security with the utmost discretion
- Comfort zone appreciated by hundreds of clients since the group’s creation
Optimizing our expertise
- Increasing complexity of the financial sector
- Optimization of our expertise in wealth management
- Optimized selection of external partners (custodian banks, brokers…)
- Optimization and risk control of investment process
- Focus on major sources of added value
