Moor & Bachmann is an independent wealth management and family office boutique based in Basel, Switzerland. Our business model differs fundamentally from that of most banks and asset managers.
Other companies: |
We: |
| · sell investment products | · provide high-quality wealth management |
| · are bonus-driven, think in the short-term | · think in the long-term, without conflicting interests |
| · offer standardised products | · offer individual and personal solutions |
| · experience high staff turnover | · believe in long-term relationships |
| · often demand high, hidden fees | · offer transparent and competitive fees |
| · suffer from an unstable financial sector | · are owner-managed, stable and successful |
In 1988 Mr. Roger Moor set up our company for a small number of clients. Since then, thanks to successful wealth management and personal advice over the years, we have created lasting relationships based on trust. Since the very beginning, satisfied clients have been recommending us to family members and friends. Our established reputation and recommendations from existing clients have formed the cornerstones of our success.
Our business model remains as relevant as ever today. In fact, in these times of transition and take-overs in the financial sector, having an independent advisor is actually more important than ever before. Due to our organic growth, we are big enough to offer our clients stability and continuity, but also small enough to be able to look after you individually and personally.
In addition to good professional qualifications, we place great importance on personal qualities such as reliability, commitment and discretion in our employees.
Roger Moor founded the company in 1988. He retired in 2011 but still helps and supports us with his knowledge and extensive experience as required.
Having attended the local schools in Basel, Mr. Moor’s further education took him to France (Crédit Commercial de France, Paris), the United Kingdom (First National City Bank, London) and the United States (University of Massachusetts, Amherst and the Bank of New York, New York). After a number of years in wealth management, he became Head of the Customer Advisory Department Switzerland at Bank Sarasin & Cie (today Bank J. Safra Sarasin) and later CEO of a Private Bank in Basel. In 1988, he decided to become self-employed and set up our company.
Christoph Bachmann holds a Masters degree in Finance from the University of St. Gallen (lic. oec. HSG).
Born in 1974 into a traditional Swiss family, Mr. Bachmann grew up in the canton of Berne. After his higher exams, he studied Economics at the University of St. Gallen (HSG) and served in the Swiss army as a First Lieutenant in the field of electronic warfare. After that he worked for an investment company developing quantitative investment strategies. He joined our company in 2006 as part of a succession agreement with Mr. Moor.
Mr. Bachmann is involved in various philanthropic activities and serves on the boards of directors and foundation boards of several charitable organisations.
Daniel Käser has a Diploma in Banking and Financial Planning from the Swiss Federation.
Born in 1975 into a Swiss family, Mr. Käser learned his financial craft from the ground up. This experience led him from trading in foreign exchange, the money market and metals to private banking. He later became Head of External Wealth Managers at a prestigious Swiss bank. Moor & Bachmann was one of his largest clients.
Hans Flückiger is a Swiss-certified Financial Planning Expert. Until 2019/20, he was Managing Director of the External Asset Managers (EAM) division at J. Safra Sarasin in Basel.
Born in 1970 into a Swiss family, Mr Flückiger grew up in Binningen and Basel. After a banking apprenticeship at the former Swiss Bank Corporation (SBC, now UBS) and several years in various positions in portfolio management and institutional investors, Mr Flückiger joined J. Safra Sarasin, a Swiss private bank. There he was head of the External Asset Managers (EAM) division in Basel from 2004 onwards.
Mr Flückiger was a member of the Board of Trustees and Vice-Chairman of a large pension fund for many years. He is involved in various charitable foundations as well as in the Basel carnival tradition. He is a member of the Basel Fasnacht Committee.
Born in 1976, Kremena Bachmann holds an MS degree in Finance from the University of St. Gallen (HSG) and a PhD in Finance from the University of Zurich. She leads our quantitative research team.
She is a Professor in Wealth Management at the Zurich University of Applied Sciences. Her research has been published in several peer-reviewed journals. Her book on Behavioral Finance, written together with Prof. Thorsten Hens, is considered a standard work on the topic.
Link to book: Behavioral Finance for Private Banking
Gilbert Kämpfen is a Swiss-Certified Banking Expert with a Federal Diploma.
Born in Basel in 1969, Mr. Kämpfen acquired his well-grounded banking skills over many years while working for several renowned Swiss banks. He has contributed to the successful implementation of various projects (IT systems, process management), and also has many years of management experience.
Ines Wägli holds an Advanced Federal Diploma in Higher Education in Business Administration.
Born in 1987, Mrs. Wägli grew up in Riehen. After participating in the bank-entry programme for high-school graduates (BEM) at a Swiss bank, she gained the European Foundation Certificate in Banking and built up experience in a variety of areas within the banking sector. She subsequently continued working as an assistant in a team for External Asset Managers (EAM) before moving on to Moor & Bachmann. While working part-time, Mrs. Wägli also attended the College of Economics (HFW), from which she graduated with an Advanced Federal Diploma in Higher Education in Business Administration.
Barbara Schwab completed a commercial apprenticeship at a large regional bank. Born in 1975, Mrs. Schwab grew up in rural surroundings in the canton of Aargau.
During her training, she got to know various areas of banking and then worked for many years as an assistant in the corporate client division at a major bank and at a cantonal bank. She then worked as an assistant in associations before joining Moor & Bachmann after a career break.
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