Personal Service & friendly Partnership


We continuously educate ourselves and discuss developments within the team. On a regular basis, we attend or present at events and conferences on related subject matter. We regularly keep ourselves up-to-date on the actual events in the financial markets.

We understand market fluctuations and are well-connected to the respective specialists. Being partners, we support and challenge each other. We profit from our versatile know-how. We offer you a continuous support and the full range of expertise.

Our know-how and extensive network is readily available for your success.


Our know-how dedicated to your success.



Urs Bamert

Founder, Partner, Certified Banking Specialist SFI

  • Education in banking and financing
  • Secretary to the Swiss Embassies in Paris and Tokyo
  • Extended stays in Paris, Tokyo and Toronto
  • Manager of an international bank in Zug
  • Founder Bamert & Partner AG in 2002
  • The Canadian Securities Institute, Canadian Securities Course
  • Swiss Finance Institute, Executive Program 1992-1994

 

 


Marcel Fuhrer

Managing Partner, CEFA

  • Education in banking and securities trading
  • Extensive experience in portfolio management
  • Member of the investment committee of an international bank and co-responsible for the investment strategy (1997-2002)
  • Partner at  Bamert & Partner AG since 2003, responsible for portfolio management
  • Business Economist KLZ 
  • Certified portfolio manager and financial analyst CEFA


Giorgio Rossi

Partner

  • International financial education in Private Banking, New York Institute of Finance / UBS
  • Client advisor in private banking for more than 20 years (fluent in German, Spanish and English)
  • Extensive asset management experience (traditional and alternative investments)
  • Profound knowledge in private market investments
  • Partner at Bamert & Partner AG since 2014

 



Franziska Wiederkehr

Portfolio Manager, MA, CIIA

  • Teacher for Accounting & Business Administration (2004-2006)
  • Working in portfolio management since 2006
  • Assistant Vice President at Bamert & Partner AG since 2010
  • Master of Arts, University of Zurich
  • Certified International Investment Analyst CIIA
  • Diploma in Mandarin (2009, National University of Singapore) 


Advisory Board

Dr. iur. Martin Neese

LL.M., Attorney-at law and notary

 

Extensive experience as attorney-at-law and notary, Zug

  • International and national experience in commercial and corporate, economic, and contract law
  • Holds various Board of Director mandates
  • Member of the Bar Examination Board of the Canton of Zug
  • President of VQF Association for Quality Assurance of Financial Services
  • Member of the Board of Director of Bamert & Partner AG since 2008
  • Master, Law school University of Zurich
  • Admitted to the Zug Bar and Notary Public in 1988