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.


  • Independent investment strategy
  • Independent partners
  • Choice of products without conflict of interest
  • Internal and external research
  • Company owned by managing partners


  • 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


  • 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)


  • 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 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