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Assets are the outcome of a process. Building them up takes time.

Established in 2003 by Fritz and Marc Affolter,
MFA Finance SA provides asset management and investment advisory services to private and institutional clients.

In 2022, Luigi Rizzi joined the firm to strengthen its the management team.

Our bespoke and flexible approach enables us to build high-quality relationships with our clients, within which performance, transparency and trust are our priorities at all times.

MFA Finance SA is authorised by FINMA, the Swiss Financial Market Supervisory Authority, to manage assets.

It is affiliated with the Swiss Association of Asset Managers (ASG) and its supervisory body (AOOS), as well as OFS Ombud Finance Switzerland, which acts as an authorised mediation agency.

Our team

Marc Affolter

Director
Portfolio Manager

Marc Affolter has worked in financial markets and asset management for over 25 years. He began his career in institutional asset management for the Nestlé Group’s pension fund. A university graduate and CFA Charterholder, Marc, alongside his father, Fritz Affolter, is a founder and shareholder of MFA Finance SA.

Luigi Rizzi

Director
Portfolio Manager

With over 25 years’ experience in financial markets and asset management, including at UBS Lugano, Pictet & Cie and Deutsche Bank, Luigi Rizzi joined MFA Finance SA in July 2022. He is a CFA Charterholder and also holds SAQ CWMA (Certified Wealth Management Advisor) certification from the ISFB [Higher Institute of Bank Training].

Valérie Affolter

Executive Assistant

After working as an executive assistant for several years, Valérie Affolter joined the firm in 2014 to handle administration and Anti-Money Laundering Act (LBA AML) compliance.

Fritz Affolter

Honorary Chairman

After a lengthy successful career in the financial markets and asset management, and having spent 20 years at MFA Finance SA as a founder and chairman of its the board of directors, Fritz Affolter decided to retire at the end of 2021 and became Honorary Chairman.

Our services

Informations

Our factsheet gives our clients full details of the new requirements under the Financial Services Act (Loi sur les services financiers, LSFin).

We are committed to offering our clients complete transparency and impeccable ethical conduct.

Regardless of the type of mandate our clients give us (discretionary or advisory), we devise an investment strategy that is tailored to their needs and risk profile. MFA Finance SA also offers execution-only services.

Our independent status leaves us free to choose the banks we work with, and we recommend them to our clients with the utmost confidence.

MFA Finance SA does not receive any financial inducements from fees paid to the banks or counterparties it works with. This means our clients can rest assured that all transactions are carried out for the sole purpose of optimising the performance of their assets.

Affiliation

Swiss Association of Asset Managers

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Supervisory Body for Asset Managers and Trustees

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Swiss Financial Market Supervisory Authority

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Ombud Finance Switzerland – Financial dispute resolution foundation recognised by the Federal Department of Finance

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