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Switzerland Business Report 2017

Baumann & Cie develops long-term investment strategy suited to client needs

Baumann & Cie works to understand the requirements, concerns and targets of its private and institutional clients, and ensures that there is no conflict of interests in its investment advice

PUBLISHED : Tuesday, 21 March, 2017, 11:30am
UPDATED : Tuesday, 21 March, 2017, 11:30am

Country Business Reports interviews and articles by Discovery Reports www.discoveryreports.com

Investments entail more than capital and opportunity. For entrepreneurs taking the long-term view in mature markets such as Switzerland, success lies in partnering with the right bank that will leverage its expertise to empower clients and develop the investment strategy that suits their distinctive needs.

“As an independent private bank with portfolio and investment management at our core, we value long-term, uncomplicated relationships and partnerships characterised by trust, respect and reliability,” says Matthias Preiswerk, partner at Baumann & Cie, Banquiers. “Thinking and acting as entrepreneurs much like our clients, we are able to give product-neutral, comprehensive advice that presents innovative and applicable solutions.”

Understanding the requirements, concerns and targets of its private and institutional clients, the Basel-headquartered bank ensures that there is no conflict of interests in its investment advice. Each client receives straightforward, personalised advice from dedicated relationship managers who provide guidance from asset management and accounting to inheritance and succession planning.

Private banking may be evolving in many ways, but it will always be a personal business

“Private banking may be evolving in many ways, but it will always be a personal business,” says Goran Radin, business development manager and member of the executive board. “High-net-worth investors value trust as much as outstanding service. Baumann & Cie provides both plus more.”

Looking forward to its 100th anniversary in 2020, Baumann & Cie is enthusiastic about growing prospects in the region. In addition to medical technology, pharmaceutical and related bioscience fields, other hi-tech industries such as computer chips, software development and various start-ups are forecast to drive investments in Switzerland’s innovative and research-rich market. The bank is especially optimistic for projects that provide solutions to current global challenges, and is keen to provide assistance as a venture capitalist.

“Amid all the changes the world economy is facing, Switzerland remains a financial anchor – especially in Europe and for global entrepreneurs looking for secure, long-term investments,” Preiswerk says.

Baumann & Cie, Banquiers
www.baumann-banquiers.ch