Your Partner for Financial Success
Gain clarity on your wealth and assets with expert management and planning to help you achieve your financial goals.
Invest Smarter: Expert Insights for Maximum Returns
At PFI Assets, our mission is to guide you toward financial success. As a global leader in asset management since 2011, we’ve been focused on helping clients achieve their financial goals. With a wide range of investment options, we aim to maximize growth potential while carefully managing risks, ensuring your portfolio is in perfect alignment with your financial objectives.
Unlocking Value
Helping to create value for banking, capital markets, wealth and asset management.
Private Banking Services
Your financial life is complex, so you need private banking that’s both powerful and personalized.
Investing for Your Future
Leveraging our diverse global multi-asset funds, we can help you build the ideal investment portfolio tailored to your needs.
Custodial Services
Access institutional-level investment services, we can connect you to our global custody platform through your private banking relationship.
Why choose PFI Assets
Our Stories of Financial Achievement
Our Clients' Voices Speak for Themselves
Our clients testimonials speak for themselves
Frequently Asked Questions
1. What do I need to open an account?
To maintain a secure and trustworthy platform, we adhere to legal requirements such as Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations. As part of the account setup, we require users to verify their identity, typically by providing a government-issued ID and proof of address.
2. Is there a minimum investment required to become a client of PFI Assets?
Opening an account with PFI Assets is free of charge. However, a minimum investment may be required depending on the service chosen.
3. Is my personal data safe with PFI Assets?
Your personal information is fully protected with us. We use advanced encryption techniques to ensure the safety of your data. Rest assured, we will never share your details with third parties without your permission. Your trust is our top priority. For more information, please refer to our privacy policy.
4. How can I fund my PFI Assets account?
There are a number of ways that you can fund your account, depending on the service chosen. Your dedicated account manager will be able to help you more.
5. Can I transfer an existing brokerage account to PFI Assets?
Thanks to our network of international connections, transferring an account over from another financial institution is easy. Contact us to find out more about the process.
Let’s Connect!
Send us a brief message and we'll get back to you as soon as we can.