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Samuel

Coach
Samuel Baumgartner - SmartPurse Expert

About

I'm a financial coach who has worked in the finance industry for over 15 years. I'm based in Switzerland. I speak English and German.

For over 15 years, I've worked in the financial industry in Switzerland and abroad, covering different client-facing roles. Three years ago, I moved into the sustainable investing space, covering Swiss private investors for 'responsAbility Investments', a leading impact investor.

I’ve seen a lot of poor decisions being made or none being made at all because the decision maker was insufficiently equipped to ask the right questions. I believe that we all can make a change through taking the right decisions and making sure that we have the tools to monitor our path and achieve a more sustainable future. To do this, we must make sure that we are in charge of what is happening with our money.

My goal is to provide you with a toolkit to ask the right questions and make you aware of the risks along the way so that you can align your investments with what is important to you and understand the impacts it has.

As to my education, I hold a bachelor degree in business administration and am currently on my Masters in Finance focusing on sustainable investing at the university of Zürich.
Age
31-45
Nationality
Swiss
Civil status
Single
Kids
No
Passionate about
Equipping people with the right tools
Sports and fitness
The planet and making a difference
City, Country Zürich, CH

I can support you in the following

Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
General advice, e.g. review of a personal situation

Skills & Qualifications

Firm responsAbility Investments AG
Function Business Development Manager
Place of work Representative of a smaller organisation e.g. boutique bank
Experience 10 - 20 years
Qualifications
None - I'm not a professional advisor
Regulatory (FCA) Authorized:No
Contact me