Wealth management across
markets and generations.
Bowman and Fitzhugh combines Swiss wealth-management expertise with an international perspective and a deep understanding of internationally mobile clients. We help individuals and families manage, structure and oversee their wealth across markets, financial institutions and generations.
Our services range from discretionary portfolio management and investment advisory to the coordination of complex wealth-management needs. Every relationship begins with a clear understanding of the client's objectives, circumstances and long-term priorities.
Authorised as a portfolio manager under the Financial Institutions Act
Supervised by the Swiss supervisory organisation AOOS
Registered office in Zurich, subject to Swiss law
Enterprise number, commercial register of the Canton of Zurich
Portfolio Management
Your objectives. Our responsibility.
Our discretionary portfolio management service is designed for clients who wish to entrust the day-to-day management of their investments to an experienced professional partner.
We develop an investment strategy aligned with your objectives, risk profile, liquidity requirements and investment horizon. Based on an established investment process, we implement the strategy, continuously monitor your portfolio and adjust it as market conditions or your personal circumstances evolve.
You retain full transparency while we take care of the ongoing investment decisions, portfolio implementation and risk management.
AT A GLANCE
- Investment strategy tailored to your objectives
- Professional portfolio construction and implementation
- Continuous portfolio and risk monitoring
- Disciplined investment decisions
- Regular reporting and personal dialogue
- Access to established Swiss and international custodian banks
Investment Advisory
Expert insight. Your decision.
Our investment advisory service is intended for clients who wish to remain actively involved in their investment decisions while benefiting from professional analysis and guidance.
Together, we establish a portfolio strategy that reflects your objectives and preferences. We identify investment opportunities, assess their risks and explain our recommendations clearly. You retain control over every investment decision, while we support you with portfolio analysis, execution coordination and ongoing monitoring.
This collaborative approach combines your personal judgement with our investment expertise and market perspective.
AT A GLANCE
- Personalised investment advice
- Joint development of the investment strategy
- Regular portfolio and risk analysis
- Access to investment opportunities across asset classes
- Efficient coordination of investment execution
- Full client control over individual decisions
Wealth Management Services
Bringing every dimension of your wealth together.
Significant wealth often extends beyond a single portfolio or banking relationship. It may include several custodians, corporate interests, real estate, financing arrangements, insurance solutions and assets held across different jurisdictions.
Our Wealth Management Services provide a consolidated perspective across these elements. We help clients coordinate their financial affairs, evaluate structures and counterparties, monitor performance and costs, and maintain sufficient liquidity.
Where specialist expertise is required, we work with suitable banks, trustees, insurance providers, tax advisers, legal counsel and other professional partners. BFCH acts as a central point of coordination while each regulated specialist remains responsible for advice within its respective field.
For families with more complex requirements, our services can be extended to provide a family-office-style framework focused on governance, transparency and continuity across generations.
AT A GLANCE
- Consolidated view of assets held with multiple institutions
- Coordination of investments, liquidity and financing
- Performance, risk and cost oversight
- Support with wealth and succession structures
- Coordination of insurance-based wealth solutions
- Selection and coordination of external specialists
- Family-office-style services
- Long-term and intergenerational perspective