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DirectoryFinance & InsuranceBanksBaselBaumann & Cie KmG
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Baumann & Cie KmG

Summary

About the company

Baumann & Cie KmG is a partner-managed private bank offering wealth management and investment advisory, financial planning and pension advice, inheritance and succession consulting, and tax advisory services. The bank provides integrated financial services through its 'Baumann Wissenshaus' concept and also offers financing advice and foundation consulting.

AI-generated
Offering

Products & services

Industry:Banks
✓ Offered4
Asset management & investment advisory
Asset management, investment advisory and individual investment strategies; ongoing implementation, risk monitoring and access to unique investments.
Financial planning & retirement provision advisory
Financial planning, retirement provision advice and personal financial agenda; fact-finding, action plan, optimisation of retirement provision and executive solutions for entrepreneurs.
Inheritance & succession advisory
Estate planning, inheritance arrangements and succession solutions; marriage contract, inheritance contract, will and mandate in case of incapacity, taking into account legal and tax aspects.
Tax advisory
Tax returns, support with assessments and tax administration, tax optimisation for private individuals and legal entities, tax extracts and refund of withholding tax.
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Reviews

Aggregated rating

Aggregated rating
4.2
of 5

Aggregated from 5 reviews across all connected sources

Sources
GGoogle4.25
★TrustpilotSoon
PProvenExpertSoon

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Location

St. Jakobs-Strasse 46
4052 Basel
Opening hours
Mon
08:15 - 12:00, 13:30 - 16:45
Tue
08:15 - 12:00, 13:30 - 16:45
Wed
08:15 - 12:00, 13:30 - 16:45
Thu
08:15 - 12:00, 13:30 - 16:45
Fri
08:15 - 12:00, 13:30 - 16:45
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Partnership
UID
CHE-101.883.691
Founded
1920 · 106 years
Last commercial register change
July 7, 2026
Employees
21 to 50

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