About us

APF Advisory & Portfolio Management AG offers professional and competent investment advice and portfolio management. We are a family business run by siblings who are equal business partners. Our core expertise lies in the management and administration of small to large assets. We are committed to giving your hard-earned money the care it deserves and generating the best returns for you. We make your requirements our primary concern and offer you comprehensive and tailored support. At APF Advisory & Portfolio Management, our fundamental values of trust, security and transparency are just as important as our skills in personalised portfolio management.

How we work

Our clients are our primary focus. We tailor our advice to support your individual requirements. Rather than relying on large banks, we work with established, small companies and banks that enjoy government protection in Switzerland. With APF, you will not feel the effects of today’s difficult market conditions. We help you achieve your financial objectives and fulfil your dreams.

Where we work

We operate from a small office in Zurich Enge, in the heart of Switzerland’s capital and right by Lake Zurich. With Zurich airport just 20 minutes away, the location boasts excellent international transport links. The financial centre of Switzerland offers us security, trust and established banks with many years of experience. We serve customers from Switzerland as well as offering our services to clients abroad.