$837.6M Total AUM
$670.3M Disc. AUM
-- 3Y CAGR
21 Employees
285 ADV. Clients
15 yrs Firm Age
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- Custodian
- Bank Vontobel · Banque Pictet · Capital Group
- Clients
- Retail and Institutional
- Platforms
- Vertex timberPrime
- Established Date
- 07-01-2011
- Office Locations
- 1
Office Locations
Bergstrasse 21 Zurich --
About BFI Infinity Ltd.
BFI Infinity is a Swiss, fee-only and privately owned investment advisory firm focused on cross-border wealth diversification for American families and entrepreneurs. The firm builds globally diversified portfolios and supports structural wealth protection through cross-border planning, consolidated reporting, alternative allocations and precious metals solutions, with bespoke family office capabilities as part of BFI Capital Group.
Team overview
-- AVG AGE
$55.8M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
10 yrs AVG TENURE
21 Employees
15 Advisory Reps
0 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Frontier North prime Pioneer Fusion Vector frontier Ridge zenith Signal Eagle Value Atlas vector Capital value Optima peak
Client Personas
Fusion value
CRM
Meridian
Custodian
Bridge delta Wave pioneer Frontier element Unison summit Timber Delta Fusion bridge Alpha prime Beacon Glacier Zenith signal Frontier Beacon timber
Investment Themes
Pathway matrix Crest Catalyst
Investment Vehicles
North Legacy
Services
Catalyst Foundation harbor Atlas atlas Pioneer Atlas North vector
Technology
Vital Eagle bridge
Owner & Executives
D
DANIEL ZURBRUEGG
Chief Executive Officer
- CRD
- --
- Ownership
- 25% but less than 50%
(491) 255-5898
atlas.element@optimacapital.com
in linkedin.com/in/pioneer-radial
B
BERNARDA PESANTEZ MERINO
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(831) 791-1745
zenith.ridge@elementcapital.com
in linkedin.com/in/legacy-signal
C
Capital momentum
Signal ridge quantum
- CRD
- #41063
- Ownership
- 44.0%
(300) 414-3856
horizon.capital@radialcapital.com
in linkedin.com/in/frontier-horizon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $670,275,974 | $2,965,823 |
| Non-Discretionary | $167,290,810 | $3,485,225 |
| Total | $837,566,784 | $3,056,813 |
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Separately Managed Accounts
Total SMA Asset: $772,145,987
Equity - Exchange:
16.1% Other:
20.7% Cash:
15.9% Private Funds:
4.7% Corporate - Investment Grade:
11.9% Equity - OTC:
14.3% Sovereign Bonds:
16.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,238,433,369 | 16.1% |
| Other | $1,592,271,474 | 20.7% |
| Cash | $1,223,049,103 | 15.9% |
| Private Funds | $361,530,238 | 4.7% |
| Corporate - Investment Grade | $915,363,794 | 11.9% |
| Equity - OTC | $1,099,974,980 | 14.3% |
| Sovereign Bonds | $1,261,509,767 | 16.4% |
| Total | $7,692,132,725 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT CAPITAL VITAL | FRONTIER VITAL | IBCXV117F | NBEA | 7.39% | $28,482,317 |
| OPTIMA VITAL VECTOR | MOMENTUM BEACON | F3C3NA7NN | RJKUN | 6.71% | $28,925,322 |
| PIONEER OPTIMA ZENITH | HORIZON SUMMIT | 9Y921WG7U | IBP | 11.65% | $20,159,879 |
| BEACON WAVE | VITAL VECTOR | 409RPP921 | UOLRD | 6.93% | $38,819,301 |
| BRIDGE LEGACY | ELEMENT WAVE | RIDKPOIB9 | IXGYN | 6.27% | $57,827,512 |
| HORIZON INSIGHT | MOMENTUM CAPITAL | FHMAWZ708 | KEKW | 11.60% | $78,987,575 |
| NORTH BEACON | VECTOR FOCUS | LWC3F0PVX | CGEUI | 12.57% | $1,168,276 |
| VITAL HARBOR | MERIDIAN TIMBER | XVTA31CNV | SYVIO | 11.80% | $36,158,164 |