Ruedi Baumgartner has been a Partner and Senior Expert at ZWEI Wealth since 2018. In addition to serving private clients, he specialises in family offices, foundations and trusts.
In the area of financial investments, an increased degree of due diligence is also expected for foundations, trusts and family offices. The definition and development of adequate governance structures, the establishment of goal-oriented portfolio architectures and investment strategies as well as independent and continuous controlling are becoming indispensable. The issues of suitability, market transparency and market competition are no longer only relevant for private individuals, but are also becoming increasingly important for family offices, foundations and trusts. As an independent consultant and coach, ZWEI Wealth has gathered highly qualified expertise and unique know-how in these areas.
Education and professional background
Ruedi Baumgartner has many years of executive and senior management experience in leading international financial institutions as well as a proven track record in international wealth management in European and emerging markets. During his career, he has held executive positions and served as CEO of banks and asset managers in Switzerland and abroad. Ruedi Baumgartner holds a degree in business administration of the University of Applied Sciences of Berne, is a graduate of the Swiss Finance Institute and has completed the "International Marketing Program" at INSEAD. He has completed the “Masters for Advanced Studies in Applied History" at the University of Zurich.
German, English, French
In addition to his professional duties, Ruedi Baumgartner is a member of the board of directors of the technical college for design in crafts and architecture "Haus der Farbe" as well as a consultant to philanthropic foundations.