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.
Marcel Fuhrer
Owner, Managing Director, 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
Owner, Chairman of the Board
- 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)