0%
Retrocessions, Commissions and Conflict of interest
100%
At your service as you only remunerate us
100%
Independent unbiased consulting
Performance by professionals
We shall sit by your side
Your best interests first
You live.
We’ll take care
of the details.
Optifolio is an independent financial, partner-managed consultancy providing surveillance, guidance and assistance to local and international high net worth individuals. We are also a member of the Zwei Wealth Experts network
When a client deals with his wealth, his different providers will sit opposite him, but we shall sit at his side as his trusted privileged partner, our aim is to protect him.