Fabian Baumgartner

Portfolio Management

Mr. Baumgartner previously worked as a Relationship Manager at VP Bank in Zurich. Prior to that he held positions in the Digital Payments Fraud Investigation Team at Western Union as well as in the Financial Risk Management Team at Helvetia Insurance. He began his career as a Relationship Manager at Raiffeisen in Switzerland. Mr. Baumgarter is a member of the Portfolio Management and Trading Team of Alpen Partners. He holds a Bachelor of Science in Business from the University of Applied Sciences St. Gallen as well as Master of Science Degrees in Finance from BI Norwegian Business School and Financial Economics from ISM. Mr. Baumgartner enjoys skiing, football, and travelling the world with his wife. He is a Swiss citizen.

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Services

Optimized Portfolio Strategies for Wealth Growth

The portfolio management team manages discretionary and advisory mandates across public and private markets. They combine macro insights with deep asset class expertise to build portfolios aligned with each client’s risk profile, liquidity needs, and long-term objectives. Their approach is flexible and open architecture, drawing from a global network of banks, custodians, and investment providers.

Discretionary Accounts

Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.

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Advisory Accounts

Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.

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Financial Planning

Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.

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Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.

Learn more

Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.

Learn more

Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.

Get in touch

We are committed to building lasting relationships based on trust, transparency, and excellence.
Our experts provide tailored guidance across all areas of wealth management – from optimizing assets and planning for retirement to navigating international opportunities.

Reach out to discover how a clear, strategic approach can help you secure and grow your wealth with confidence.

Fabian Baumgartner

Portfolio Management

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