Founded in 1997 and based in Zurich, Baumgartner & Frey AG operates as an independent asset manager and multi-family office. The company is dedicated to the long-term preservation and growth of wealth for a select group of affluent individuals, families, and institutional clients. Its core services include holistic asset management, investment advisory, risk management, asset consolidation and reporting, and comprehensive family office services. The firm emphasizes a philosophy of independence, transparency, and personalized client relationships, acting as a trusted partner in all financial matters. It is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as an asset manager.

Founded in

Switzerland