Our customers expect thorough communication and impeccable attention to detail. Our portfolio managers expect the same of themselves, and are committed to delivering highly tailored financial services to each client.
Together, our wealth management team has well over 100 years of experience delivering the results our clients expect and deserve. As our clients’ assets have grown, so has our clientele.
He serves as Member of Scientific Advisory Council at Zentrum für Europäische Wirtschaftsforschung GmbH and serves as a Member of the Investment Advisory Board at AGFIF.
From 1993 to 1999, he was a member of the Advisory Board of the ifo-Institute in Munich.
Since 1994, he has been a member of the scientific advisory board of the Center for European Economic Research at the University of Mannheim. From 1995 to 1997, he was Head of the Law and Economics Department at the ETH Zurich. From 1994 to 1996, he chaired the Federal Board of Economic Advisers (Eidgenössische Kommission für Konjunkturfragen, KfK), of which he was a member from 1980 to 1996. Since 2000, he has been President of CIRET [Centre for International Research on Economic (Tendency) Surveys].
Thorsten Hens is a Swiss Finance Institute Professor of Financial Economics at the University of Zurich and Adjunct Professor of Finance at NHH.
He was awarded his PhD (1992) and his habilitation (1996) at Bonn University. Before joining the University of Zurich in 1999, Hens held a professorship in Bielefeld, Germany and was a Visiting Professor at Paris and Stanford.
In addition, Prof. Hens is active as advisor of the pension fund of the city of Zurich and part of an exclusive group of scientific advisors of AGFIF and a leading scientist in Behavioral Finance and Neuro Finance to provide the Management Board with expert advice on performing its duties at AGFIF.
Hens has published more than fifty peer reviewed journal articles (among other in Econometrica, Review of Economic Studies, Journal of Financial and Quantitative Analysis, Review of Finance) and is the co-author of seven books on various topics in financial economics.
He is an author of several books, among them the book published in 2010 “Behavioral Finance for Private Banking “.
Hens's main research areas are behavioral and evolutionary finance. In his behavioral finance research he analyses the typical mistakes investors make and then develops tools to avoid them. In his evolutionary finance research, he studies the interaction of investment strategies in order to determine properties for their long run survival.
BILANZ, the Swiss business magazine, made the following summary in MONEYMAKER:
"Growing up in Ostrava in a family of physicians, Mojmir Hlinka's path seemed to be set. But because his parents advocated more civil rights, the family had to flee Czechoslovakia for Germany. Mojmir Hlinka was 14 at the time and couldn't speak a word of German. "From hero to zero," he says today.
Instead of medicine, he then studied psychology and pedagogy. With fellow students, they invested in stocks like Yahoo for the first time. This was so successful that Hlinka built up a small asset management business alongside his studies.
Later, he had the offer from Zurich to do this in Switzerland after all. Hlinka took his small portfolio of clients and moved to Switzerland, where he still lives today, now happily married to a Swiss national and is father of two children. For almost 20 years he has been running AGFIF International, the first asset manager in Switzerland to use stock market psychology in its investments. With twelve employees, around one billion Swiss francs are managed in this way.
Hlinka only gradually realized how valuable the study of psychology is for understanding herd behavior on the financial markets.
The discipline of stock market psychology or behavioral finance only began to establish itself a little over 20 years ago. A milestone was the 2002 Nobel Prize for Daniel Kahneman and Amos Tversky's "Prospect Theory. It made decisions in risky situations more understandable and also made a strong impression on Hlinka.
His acquaintance with behavioral finance professor Thorsten Hens during his "AZEK" expert training further intensified the subject. Together with Hens, Hlinka developed an equity strategy based on Kahneman's theory. The program evaluates whether a stock's price is influenced more by momentum and psychology or more by fundamentals - for Hlinka "the crucial question on the stock market". So far, 56 percent of the buy recommendations are correct, 58 percent of the sell recommendations. Enough to be profitable in the markets. "Behavioral finance is not a ticket to print money, but it is exceedingly useful," says Hlinka.
Mojmir Hlinka, holds a Federal diploma by the Swiss Confederation for expert in finance and investments/CIWM. Mr. Hlinka is the Managing Director and Head of the AGFIF Asset Allocation Team where he is responsible for the overall business of AGFIF. Together with his team, Mojmir Hlinka he is in charge of the daily asset allocation of equities, fixed income markets and in macroeconomics and has a long history of working closely with Prof. Schips und Prof. Hens, and had enhanced the overall return in portfolios based on some of the academic theories they successfully in volatile markets implemented.
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Mojmir Hlinka is a Member of various Asset Management Associations among Swiss Financial Analysts Association SFAA.
Eugen Perger has more than 20 years experience in Banking; as a fund manager in major Banks as well as positions in various Swiss bank’s asset allocation Team, among being a Member of the reputable Asset Management Comitee of the American International Group (AIG) Bank in Switzerland and Credit Suisse.
Eugen is mainly in charge of AGFIF's Research (Primary Research). His research interests include asset pricing and market efficiency and stock valuation, among behavioral finance and market efficiency. Dr. Perger conducts a specific in-depth market research to support AGFIF’s investment strategies. He is also AGFIF's lead portfolio manager for selected active equity portfolios.
Dr. Perger regularly writes well regarded reviews about known companies, mostly Swiss Equities.
Her expertise extends to family governance advice. She has experience as a board member in companies, pension foundations and family offices. In addition, she advises on specific internal tax, compliance and banking law issues for banks, asset managers and family offices.
She publishes and speaks at conferences in her areas of expertise.
Career:
2011-2017 Head Wealth Planning with Bank Lombard Odier & Co. Ltd., Zurich
2008-2011 Head Wealth Structuring with Bank Julius Bär & Co. Ltd., Zurich.
2005-2008 Deputy Head Tax Team Wealth Planning and Executive Director Wealth Engineering Team with UBS Ltd., Zurich.
2003 LL.M. in Banking and Finance with the London School of Economics in London
2002 Swiss Certified Tax Expert
2000-2005 Associate with Homburger Attorneys, Zurich
1998-2000 Senior tax lawyer with Arthur Andersen Ltd., Geneva
1997 Admission to the Bar
1995 lic. iur. (University of Geneva) Switzerland.
Hermann Rubi has built a strong mutually beneficial working relationship with AGFIF's clients for more than 15 years. Hermann Rubi's primary responsibilities include client service and consultant relations to AGFIF's clients. In this role, he works closely with our Portfolio Managers on the investment process, as well as assist the Management in the client portfolio oversight and implementation. Prior joining AGFIF Internatinal Hermann Rubi worked already with international clients in both the Discretionary and Advisory teams. Also he carries out all administrative related tasks required in regards of customer inquiries, and report to the portfolio management.
He is on the Advisory Board and he is a Member of the Investment Committee of AGFIF International AG and also a Founding Partner of Behavioural Finance Solutions Ltd. in Zurich. (The Investment Committee consists of members of the advisory team and members of the Board of Directors of AGFIF)
Editorial Boards
- Decisions in Economics and Finance (Associate Editor)
- Mathematics and Financial Economics (Associate Editor)
- Management Science (Associate Editor)
- Journal of Banking and Finance (Associte Editor)
Daniel Buser is in charge to assist AGFIF's clients with their daily inquiries, regarding questions such as about their portfolio structure and developement r questions about the performance-reports among other crucial information the client may have.
By his helpful nature and commitment, Daniel is very well respected by all of our customers.
Maik Loosli stated: "As a child, I always wanted to be an astronaut." - Now Maik is helping customers to experience to 'fly high' in experience and excitment about the service they receive and the returns they achieve.
AGFIF’s wealth management division consists of an in-house team of specialists and a wide network of financial specialists who support our portfolio management services with valuable equity research and analysis.
This approach offers our customers the personalized attention of a dedicated portfolio manager, together with the insights made possible by a global research and analysis network.
You want to become part of our team and have the required professional qualifications. AGFIF is a talent-oriented company. There are several exciting positions available at AGFIF -> take a look at our open positions.
AGFIF International AG is a leading independent Swiss Wealth Manager, headquartered in Zurich. The company specializes in investment advice and asset management.
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SWITZERLAND
Tel: +41 44 462 20 40
Email: info@agfif.com
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