Corporate identity & values

An ethical approach
for the long term

Established in 1986, Erfisa SA specialises in the management of private finances. As a Swiss family-run business, it has built its success on independence, and on an ethical approach imbued with lived Christian ideals, symbolised by the image of the fish. We focus on the person rather than on the person’s bank account, we never encourage risky strategies that are potentially damaging and we make a point of avoiding pure speculation.

Whether private individuals or businesses, resident in Switzerland or abroad, we treat each one of our customers and each portfolio we manage in the same way, without distinction of scale or origin. All our clients find Erfisa to be a guide answering exactly to their expectations – with an individualised and objective approach, and a global and transparent management strategy founded on solid principles.

Download our company's brochure (PDF).