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Samuel

Coach
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
Samuel Baumgartner - SmartPurse Expert
I'm your right coach/adviser because
For over 15 years I’ve been working in the finance 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 the path to achieve a more sustainable future and make sure that we are in charge of what is happening with our money.

My goals is to provide you with a toolkit to ask the right questions and make you aware of the ditches 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.
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
Financial knowhow required
Beginner
Beginner with some financial literacy experience
Intermediate
Advanced financial literacy
I can interact with you
Online
Face to face
Skills & Qualifications
Company name responsAbility Investments AG
Function / Role Business Development Manager
Place of work Representative of a smaller organisation e.g. boutique bank
Years of experience 10 - 20 years
None - I'm not a professional advisor
Regulatory (FCA) Authorized: No
Contact me