Baumann & Cie, Banquiers

What Baumann & Cie, Banquiers does

Baumann & Cie, Banquiers is a Swiss private bank headquartered in Basel, founded in 1920 and operating as a Kommanditgesellschaft (KmG) under the supervision of FINMA. As of January 2025 the bank is governed by three personally and unlimitedly liable partners — Daniel O.A. Rüedi, Daniel Burkhardt, and Severin Gerber — and operates branch offices in Basel (headquarters, St. Jakobs-Strasse 46), Zürich, and Olten. The bank serves high-net-worth individuals, families, entrepreneurs, and Swiss foundations across German-speaking Switzerland, with explicit restrictions against US persons. It delivers its services through the "Baumann Wissenshaus" integrated advisory concept, bundling six pillars — discretionary wealth management and investment advisory, financial planning and retirement advisory, estate and succession advisory, tax advisory, foundation advisory, and financing advisory — under one partner-led roof. Distribution is purely direct and high-touch via dedicated client advisors; there is no third-party channel, marketplace, or developer API, and the only digital client interface is an e-banking portal for account self-service.

The bank generates revenue primarily from recurring AUM-linked management fees on discretionary mandates, supplemented by advisory fees (suited to FIDLEG/FinSA requirements), execution-only brokerage commissions, and bespoke professional-services fees for estate, tax, foundation, and financing advisory work. A distinct proprietary product, the Baumann Portfolio Fonds (launched 2019, R and I tranches, fund management by PMG Fonds Management AG, custody at CACEIS Bank Zürich), provides differentiated exposure to Swiss real assets, structural-trend themes, gold (8% allocation as of late summer 2025), and unique direct positions such as the bank's own Kommanditärin (AVAG) and ImmoVision real estate. Reported fund performance stands at 10.32% for 2025 and 36.47% cumulative since 2019 inception.

Strategically, the bank is executing a moderate-growth, brand- and content-led expansion: a third unlimited-liable partner joined in January 2025, a redesigned website and blog went live in January 2025, a three-year BLT tram branding campaign began in March 2025, and the Zürich office has been operationally and now governance-elevated as a focal growth location alongside Basel. The bank has no publicly disclosed revenue, no external investors, no parent company, and no M&A history, with all scaling financed through the partnership.

Name

Baumann & Cie, Banquiers

Legal name

Baumann & Cie

Website

https://baumann-banquiers.ch

Company type

Private

Founded year

1920

Operating status

Operating

Headcount range

51–100 employees

Short description

Baumann & Cie, Banquiers is a Basel-headquartered Swiss private bank (founded 1920, FINMA-supervised) serving HNW individuals, families, entrepreneurs, and foundations from offices in Basel, Zürich, and Olten via an integrated wealth management, financial planning, tax, estate, foundation, and financing advisory offering delivered through its Baumann Wissenshaus concept.

Ownership category

akta.pro rank

Headquarters

HQ city

Basel

HQ country

Switzerland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Wealth Management & Asset Management Fees: Discretionary asset management mandates where the bank manages client portfolios in exchange for management fees, typically expressed as a percentage of assets under management. The bank also manages the Baumann Portfolio Fonds, a Swiss-domiciled investment fund.
2. Portfolio-related Investment Advisory: Advisory services for clients who retain decision-making authority over their investment strategy. The bank provides suitability assessments and personalized recommendations aligned with client risk profiles and investment horizons.
3. Financial Planning & Retirement Advisory: Holistic financial planning services covering the Swiss three-pillar pension system, retirement planning, and capital vs. annuity decision-making for individuals approaching or in retirement.
4. Estate & Succession Advisory: Advisory services for inheritance planning, estate structuring, and business succession planning for entrepreneurs and family wealth transitions.
5. Tax Advisory: Comprehensive tax advisory services for individuals across all life phases, focused on sustainable optimization of tax situations.
6. Financing Advisory: Advisory on real estate financing and other lending solutions for private clients and entrepreneurs.
7. Foundation Advisory: Specialized advisory services for foundations, helping them manage and grow their endowed capital in alignment with their mission.
8. Execution-only Brokerage: Execution and transmission of client orders for financial instruments without advisory or suitability review, in accordance with FINSA/ FIDLEG requirements.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

Baumann & Cie is a Swiss private bank offering integrated wealth management, investment advisory, financial planning, estate and succession advisory, tax advisory, foundation advisory, and financing advisory through its 'Baumann Wissenshaus' concept. The bank manages the proprietary Baumann Portfolio Fonds, an investment fund focused on Swiss real assets and structural trends, and serves private individuals, families, entrepreneurs, and foundations through dedicated partner-led advisory relationships across Basel, Zürich, and Olten.

Product overview

Baumann & Cie, Banquiers is a Swiss private bank offering a comprehensive suite of financial services. The core offering centers on the 'Baumann Wissenshaus' (Knowledge House) platform concept, which integrates six service pillars: Wealth Management & Investment Advisory, Financial Planning & Retirement Advisory, Estate & Succession Advisory, Tax Advisory, Foundation Advisory, and Financing Advisory. The bank also manages the Baumann Portfolio Fonds, an investment fund focused on Swiss real assets and structural trends with sustainability considerations. Client communications include Baumann Fokus (monthly publication) and Anlagekommentar (investment commentary). E-Banking services provide online access to accounts. The bank operates branches in Basel (headquarters), Zürich, and Olten, and is supervised by FINMA under Swiss banking law.

Differentiator

Problem solved

Functional benefit

Brands

• Baumann Portfolio Fonds: A Swiss investment fund launched in 2019 by Baumann & Cie, focused on structured trends, sustainable themes, and Swiss real assets with the bank's core investment values (Excellence, Reliability, Environment, and Responsibility). Available in R-Tranche and I-Tranche (for qualified investors).
• Baumann Wissenshaus

Products and services

• Wealth Management & Investment Advisory (Vermögensverwaltung & Anlageberatung) Discretionary asset management with individualized strategies for long-term real asset growth, plus portfolio-related investment advisory where clients retain decision-making authority and receive suitability assessments and personalized recommendations aligned with their risk profile and investment horizon.
• Financial Planning & Retirement Advisory (Finanzplanung & Vorsorgeberatung) Forward-looking financial planning covering the Swiss three-pillar pension system, retirement planning, and capital versus annuity decision-making for individuals approaching or in retirement.
• Estate & Succession Advisory (Erbschafts- & Nachfolgeberatung) Inheritance planning, estate structuring, and business succession advisory for entrepreneurs and family wealth transitions, creating clarity and optimal conditions for dependents through a coordinated Will and executor arrangements.
• Tax Advisory (Steuerberatung) Comprehensive tax advisory services for individuals across all life phases, focused on sustainable optimization of personal and estate tax situations.
• Foundation Advisory (Beratung für Stiftungen) Specialized advisory services for foundations, helping them manage and grow their endowed capital in alignment with their institutional mission and Swiss regulatory compliance.
• Financing Advisory (Finanzierungsberatung) Advisory on financing needs, including real estate financing and lending solutions for private clients and entrepreneurs.
• Baumann Portfolio Fonds A Swiss-domiciled investment fund offered by Baumann & Cie, providing exposure to Swiss real assets, quality equities, gold (8% allocation), structural trend themes, and unique investments including the bank's own Kommanditärin (AVAG) and the ImmoVision real estate concept that avoids market-standard valuation premiums. Available in R-Tranche (Valor: 46328229) and I-Tranche for qualified investors (Valor: 46328230, minimum CHF 1,000,000).

Quantifiable outcome

• Baumann Portfolio Fonds: 10.32% performance in 2025, 36.47% total return since inception in 2019 (annualized 4.89%)
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature2 records

Partnerships

Eight partnerships are on record, tiered minor and core.

• Valencia Kommunikation AGminorImplementation/ SI/ Consulting PartnerValencia Kommunikation AG designed and developed the bank's new website launched in 2025. The agency, based in Basel, was selected in spring 2024 following an intensive workshop and collaboration process to redesign the bank's digital presence.
• STUDIO NEO BaselminorImplementation/ SI/ Consulting PartnerSTUDIO NEO Basel is responsible for the brand design of Baumann & Cie, contributing to the bank's visual identity and brand expression.
• PMG Fonds Management AGcoreTechnology or IntegrationPMG Fonds Management AG serves as the fund management company for the Baumann Portfolio Fonds (Swiss investment fund). This is a core operational partnership for the bank's proprietary investment product offering.
• CACEIS Bank, ZürichcoreOthersCACEIS Bank, Zürich acts as the depot bank (custodian) for the Baumann Portfolio Fonds. This is a critical third-party fiduciary relationship ensuring fund asset safekeeping and regulatory compliance.
• BLT (Basel-Landschaftlicher Transport)minorOthersBLT is the regional public transport operator in Basel-Landschaft. Baumann & Cie branded a 'Tina' tram (Total integrierter Niederflurantrieb) operating on BLT lines 10, 11, E11, and 17, serving as a three-year out-of-home advertising presence.
• Restaurant ViertelkreisminorOthersRestaurant Viertelkreis provided catering for the bank's annual Gartenbankanlässe (garden banking events), serving an apéro riche to event guests.
• Bluemelade bim SchlossminorOthersFloral arrangement partner providing flower decorations for the bank's garden banking events, contributing to the atmospheric ambiance of client gatherings.
• Peter DüggeliminorOthersExternal speaker invited to present on 'Trump 2.0' at the bank's Gartenbankanlässe 2025. Delivered a highly attended lecture on US domestic and foreign policy developments.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Julius Bär: Major Swiss private banking group headquartered in Zürich, offering wealth management services globally. Broad incumbent comparable in Swiss private banking space and overlapping target clientele (HNW), but operates at significantly greater scale and geographic breadth.
• UBS Wealth Management: World's largest private wealth manager with significant Swiss domestic private banking presence. Broad incumbent that competes for the same Swiss HNW segment and increasingly markets holistic wealth advisory, though at vastly greater scale and global breadth.
• Vontobel Swiss Financial Advisors: Zürich-headquartered Swiss bank offering wealth and asset management to private and institutional clients. Broader Swiss private banking peer with overlapping offerings (discretionary mandates, fund products, advisory), serving HNW and entrepreneur segments similarly.

Direct peers

• Reichmuth & Co Privatbankiers: Lucerne-based Swiss private bank offering holistic wealth management for HNW individuals, families, and foundations. Highly comparable partner-led Swiss private bank serving a similar clientele with integrated advisory and emphasis on long-term wealth preservation.
• E. Gutzwiller & Cie, Banquiers: Long-established Basel-headquartered Swiss private bank focused on wealth management for HNW families and institutions. Direct comparable given the same Basel origin, partner-led model, traditional wealth advisory focus, and similar scale band.
• Mirabaud & Cie: Swiss independent private bank offering wealth management and asset management services from Geneva, Basel, Zürich, and other locations. Highly comparable as a partner-led Swiss private bank with discretionary mandates, investment funds, and holistic advisory for HNW individuals and entrepreneurs.
• Hypothekarbank Lenzburg – Hyposwiss: Swiss private banking subsidiary of Hypothekarbank Lenzburg offering wealth management for HNW clients, with offices in Zürich and Geneva. Comparable small-to-mid Swiss private bank with discretionary mandates and personalized HNW advisory.
• Lombard Odier & Cie: Geneva-based Swiss private bank with a partner-like governance structure, providing wealth management, asset management, and holistic advisory services. Comparable in private-banking model, Swiss domicile, and integrated wealth advisory offering, though materially larger.
• Bank Frey & Co. Swiss private bank focused on wealth management for private clients in Basel and Zürich. Direct comparable small Swiss private bank with similar footprint, discretionary asset management, and HNW focus.
• Pictet Group: Geneva-based Swiss private bank and asset manager providing wealth management, asset management, and related advisory services to HNW and institutional clients. Direct comparable on Swiss private banking, wealth advisory, and fund offerings, though at much greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/baumann-cie-banquiers

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Baumann & Cie, Banquiers