PFB Privatfinanzberatung AG | Technikumstrasse 92 | 8401 Winterthur | Tel. +41 (0)52 269 20 50 | Fax +41 (0)52 269 20 55 | mail@pfb.ch | www.pfb.ch

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 Privatfinanzberatung AG 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 Privatfinanzberatung AG sets new quality standards in financial advice.

1.
PFB Privatfinanzberatung AG 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 Privatfinanzberatung AG specialises in financial consulting for private investors and has established 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 Privatfinanzberatung AG 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 Privatfinanzberatung AG offers its customers an exclusive status: For example, every client can select their own personal PFB Privatfinanzberatung AG advisor, who, if they wish, will remain with them throughout.

5.
PFB Privatfinanzberatung AG works exclusively with top-level experts and also has high demands regarding their character and their ability to relate to others. Serving PFB Privatfinanzberatung AG 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 Privatfinanzberatung AG’s main fields of activity are all aspects of wealth consulting, as well as investment counselling and wealth management. 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.