MBAER Bank - The Swiss Merchant Bank

The Bank with a Soul

Markus Baumgartner

Fiduciary HKVA
Relationship Manager

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

He is a specialist in complex corporate and trust structures. He is responsible for providing comprehensive advice to entrepreneurs, their businesses and families.

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.


  • 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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