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Private wealth management

Private Wealth Management

Your needs and expectations are at the heart of all our activities. Based on trust and transparency, Baumann & Partners offers high net worth individuals a holistic approach to wealth management tailored to their specific needs.

At Baumann & Partners, we are acutely aware of our elevated level of responsibility. While sustainability is at the core of our way of working, it does not conflict with our key objective of delivering above-average investment performance. We are aware of the risks of the respective asset classes and can therefore provide our clients with comprehensive advice.

When looking after clients, human contact and discretion are of the utmost importance. This is because we consider this to be the only way to build long-term partnerships, which facilitate the implementation of the goals and needs of our clients into the asset management in a professional manner tailored to our clients' needs.

The comprehensive services of Baumann & Partners cover the entire spectrum of individual asset management. Our private wealth management team is committed to provide you with guidance and advice.

Further information about individual contacts can be found under "Our expertise".