Mission statement
Preamble:
Securing and increasing property are some of the most important elements of personal and economic life. Continuing developments, changing conditions as well as the complexity of things present ever greater challenges.
PFB is therefore convinced that an individual approach, based on a customer’s personality, their situation and requirements, is of decisive importance. In this respect PFB sets new quality standards in financial advice.
1.
PFB Privatfinanzberatung is a Swiss registered company domiciled in Winterthur and operating regionally, nationally and internationally. Its top priority is to ensure constant and total comprehensive customer satisfaction.
2.
PFB is specialized in private financial adviceand holds a leading position in its catchment area. Its structure and operating method guarantee the highest standards of personal advice and mandate management.
3.
The company is fully independent and thus solely committed to its customers and their requirements, wishes and objectives. This also goes for the independent PFB financial advisers who act on their own personal responsibility. Each of them is in charge of their own, very personal clientele. E very customer gets top priority.
4.
PFB offers its customers an exclusive status: Each and every single one is treated as an individual case and can choose their personal PFB adviser who will then become their permanent contact.
5.
PFB works exclusively with top-level experts and also has high demands regarding their character and their ability to relate to others. Serving PFB customers means being in a position of absolute trust. This entails absolute integrity, total personal engagement as well as the highest level of reliability, fairness and discretion.
6.
PFB’s primary fields of activity are general consulting, asset management and investment counselling. Complementary services supplied by highly qualified partners include the special fields of taxes, professional and private retirement planning, purchase, sale and administration of real estate as well as succession plans.
Securing and increasing property are some of the most important elements of personal and economic life. Continuing developments, changing conditions as well as the complexity of things present ever greater challenges.
PFB is therefore convinced that an individual approach, based on a customer’s personality, their situation and requirements, is of decisive importance. In this respect PFB sets new quality standards in financial advice.
1.
PFB Privatfinanzberatung is a Swiss registered company domiciled in Winterthur and operating regionally, nationally and internationally. Its top priority is to ensure constant and total comprehensive customer satisfaction.
2.
PFB is specialized in private financial adviceand holds a leading position in its catchment area. Its structure and operating method guarantee the highest standards of personal advice and mandate management.
3.
The company is fully independent and thus solely committed to its customers and their requirements, wishes and objectives. This also goes for the independent PFB financial advisers who act on their own personal responsibility. Each of them is in charge of their own, very personal clientele. E very customer gets top priority.
4.
PFB offers its customers an exclusive status: Each and every single one is treated as an individual case and can choose their personal PFB adviser who will then become their permanent contact.
5.
PFB works exclusively with top-level experts and also has high demands regarding their character and their ability to relate to others. Serving PFB customers means being in a position of absolute trust. This entails absolute integrity, total personal engagement as well as the highest level of reliability, fairness and discretion.
6.
PFB’s primary fields of activity are general consulting, asset management and investment counselling. Complementary services supplied by highly qualified partners include the special fields of taxes, professional and private retirement planning, purchase, sale and administration of real estate as well as succession plans.