SFB | About us
The President’s Word
SFB, Société Financière des Bastions SA (hereafter SFB) is a Swiss financial, non banking, institution. SFB has built, over the last 30 years, a universal model in global wealth management, estate structuring, financial planning, family office as well as support for small and medium-sized enterprises (SMEs).
Positioned among leading professionals, SFB has gained the trust of its clients through the commitment and expertise of its multicultural team, originated from prestigious international banks.
Our goal is to meet all of our clients’ financial needs, both privately and professionally, by offering them “tailor-made” services in the world’s leading financial centres, through our well-known partner banks.
Since the foundation of SFB in 1989, we experienced a number of monetary and financial crises:
1990 Invasion of Kuwait
1992 Crisis of the European Monetary System (EMS)
1998 Russia’s GKO default
2000 Stock market crash (bursting of the internet bubble)
2001 September 11 attacks
2008 Subprime crisis
2009 Greek crisis
2010 Spanish crisis (real estate bubble)
2015 Stock market crash in China
2018 Argentina’s economic crisis
2022 Rate tensions and Ukraine invasion
Attentive to the various economic, regulatory, social and technological changes, we work relentlessly to provide our customers with high-value products and services, aiming to strengthen their trust and loyalty with us.
According to the saying “It takes months or even years to gain a client’s trust and only a few seconds to lose it.”
Philippe Ferro
President, SFB
Philanthropy
Etymologically, ” philanthropy ” means the love of humanity.
” Philanthropy therefore places the human being at the center “.
The philanthropic society was born in Paris in 1780 and seven years later defined this way its mission : ” One of the main duties of men is to contribute to the good of their fellow men, to extend their happiness and reduce their ailments “.
SFB throughout its 30 years of existence has always supported various causes in the educational and humanitarian sectors in Switzerland and abroad.
Our team
SFB relies on a qualified multicultural team, with a higher academic and/or university background and a long and proven professional experience with Swiss and international banks of great renown including: UBS, Coutts, ING, Crédit Lyonnais…
Recognized for their integrity and professionalism, our managers demonstrate extreme rigor as well as a great capacity for synthesis allowing them, after discussion with their clients, to give a set of wise advice in total accordance with the wishes and expectations of each customer.
Board of directors
Philipe Ferro
Chairman and Managing Director
August Heinzer
Vice-president
Join us
Are you interested in joining us ? Do not hesitate to send us your CV together with a motivation letter to: info@sfdb.ch.
Accreditations & environment- fINMA REGULATED
SFB evolves in a complex, ever-changing environment, requiring for precise planning and a high level of expertise. Our associates operate in the greatest respect for the privacy of our clients, with confidentiality and discretion.
Our industry calls for a high sense of ethics, and the respect of the deontological principles that regulate all Swiss banks and financial intermediaries.
We are members of SAM: THE Swiss Association of Wealth Managers
With over 2,500 members, the Swiss Association of Wealth Managers SAM is the industry association for independent wealth and portfolio managers in Switzerland. It was founded in 1986 with the aim of promoting the economic importance and recognition of the independent wealth management profession. As an industry representative, the association is committed to the reputation of the industry and the protection of investors. It is also active in training and continuous education.