Conviction

Sustainability, transparency and market competition are no longer relevant only to private individuals, but also to family offices, foundations and trusts. All parties require a higher standard of due diligence when it comes to their investments. This calls for appropriate governance structures as well as objective-driven portfolio architectures and investment strategies. Continuous monitoring is equally essential. I am convinced that Zwei Wealth, as an independent company, has exceptional expertise and unique know-how in these areas.

Education and professional career

Ruedi Baumgartner has many years of experience in executive and senior management at leading international financial institutions. He also possesses extensive expertise in international wealth management across both European and emerging markets.

Throughout his career, he has held senior leadership positions and served as CEO of banks and wealth management firms in Switzerland and abroad.

Ruedi Baumgartner holds a degree in Business Administration from a University of Applied Sciences, is a graduate of the Swiss Finance Institute, and completed the International Marketing Program at INSEAD. He also holds a Master of Advanced Studies in Applied History from the University of Zurich.

Languages

German, English and French

Personal

Alongside his professional responsibilities, Ruedi Baumgartner serves as a member of the executive committee of «Haus der Farbe», a school of design for crafts and architecture. He also acts as an advisor to philanthropic foundations.