MBAER Bank - The Swiss Merchant Bank

The Bank with a Soul

Markus Baumgartner

Fiduciary HKVA
Assistant Merchant Banking

Markus has been working at MBaer Merchant Bank since October 2021.

He is a specialist in complex corporate and trust structures. His main task is to support senior bankers with the onboarding of new clients.

baumgartner@mbaerbank.com

Key professional milestones

For more than ten years, Markus worked for international family offices in the area of Trust & Corporate Administration before joining MBaer Merchant Bank.

  • Prior to that, he was a Trust Officer at Salix Services AG. He was responsible for the entire day-to-day management and administration of the mandates (offshore companies, trusts & foundations). He also managed various client projects and was the contact person for FATCA / AIA / CRS / LEI.
  • He entered the world of offshore structures and trusts at Kendris AG, with specialization in the Scandinavian market. As a junior consultant, he passed through several stages on his way to becoming a client manager for Trusts and Corporate Administration.
  • In addition, he managed international mandates and was responsible, among other things, for the administration, mandate and securities accounting, annual financial statements and CRS reporting of his clients.

Qualifications

  • STEP Certificate in International Trust Management / Member of STEP
  • Fiduciary HKVA
  • Swiss Federal Vocational Baccalaureate Certificate

Markus is fluent in German and English.

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