B&F Partner
Our process | Values - Vision - Mission | Our approach
Our process
Personalized and professional consultation in 4 steps
Schedule an Appointment
Schedule the first appointment digitally or in person to understand your financial situation and goals.
Initial Consultation
During initial consultation, we will review your current financial situation and discuss your goals in detail, using relevant documents as needed.
Personalized Advice
Following initial consultation, we will explore potential strategies for optimizing your financial position and will create a financial plan tailored to your specific needs and goals.
Continued Support
We will continue to support you through ongoing advice or consultations and by adapting to changing market circumstances and developments.
Our Values, Vision and Mission
Core Values
Our core values are centered around our clients’ needs.
- Integrity
Ethical practices and transparency are at the core of our services. - Customer Focus
Our services are tailored to meet or exceed Client expectations. - Respect
Every client and team member are treated with dignity and fairness. - Adaptability
Our services are adopted to market shifts, technological advancements and evolving client needs. - Innovation
Embracing fresh ideas and innovative solutions to continually enhance our services.
Vision
Our vision is to be a trusted partner to our clients, supporting them in achieving financial stability, independenceand growth.
Mission
Our mission is to build long-term relationship with our clients founded on trust, integrity and a deep understanding of their financial circumstances to empower them in achieving financial goals.
Our approach
At B&F Partner, we adopt a convenient and professional approach designed to prioritize our clients' needs and goals. We believe in making informed decisions collaboratively, empowering our clients to actively manage their finances with confidence.
Comprehensive and Client-Centered Approach
We take the time to fully understand your current financial situation and develop a comprehensive plan that considers the following key elements:
1. Financial Goals and Timelines
Whether you are aiming for long-term wealth maximization or seeking short-term returns, we align our strategy with your financial aspirations and timelines.
2. Risk Tolerance
We assess your risk tolerance, recognizing that higher returns often come with increased risk, and we structure your investments to achieve an optimal balance based on your preferences and income/investment spread.
If there are specific constraints concerning the location of your investments or income (domestic or international), we incorporate these considerations into your plan.
Our plan is tailored to suit your unique needs, goals, and budget. We also conduct regular reviews to ensure the plan remains aligned with your objectives, adjusting as necessary to keep you on track towards achieving your financial aspirations.
Ethical and Fiduciary Responsibility
We always act in our clients’ best interests, maintaining complete confidentiality and transparency regarding risks and rewards, our fee structure, and any potential conflicts of interest.
Comprehensive Services Under One Roof
One dedicated contact person ensures optimal cooperation in all essential financial matters, supported by centralized document management to streamline and simplify the entire process.
Extensive Partner Network
Every client is unique, with individual needs and circumstances. To address this, we collaborate with an extensive partner network that includes private banks, wealth management specialists, and legal consultants. This ensures that we can provide you with the best possible advice and support, tailored to your specific needs and goals.
Our partner
Tiziana Baldi
Tiziana Baldi
Partner
Professional Experience
- She completed her initial training with a vocational baccalaureate as an EFZ businesswoman and extended this with training as a financial planner with a federal certificate of competence
- She was able to apply her specialist skills at Bank Sarasin & Co. Ltd, Swiss National Insurance Ltd and one of the largest brokers, among others
- She gained further experience as a financial planner and sales manager
- Independent financial planner since 2013 and long-standing audit expert