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Global Advisory

Expert M&A and capital markets advice

Wealth Management

Dedicated to helping individuals and families preserve and grow their wealth over the long term

Asset Management

Global investment solutions and services to institutional clients, financial intermediaries and independent financial advisers

Five Arrows

Our alternative assets arm, managing funds dedicated to private equity and private debt

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Thomas Bamert

Head Wealth & Pension Planning

Thomas Bamert

Dr. Thomas Bamert is Head Wealth & Pension Planning at Rothschild & Co Bank in Zurich. His main activity is advising entrepreneurs and private clients as well as implementing partnerships in the pension area.

Before joining Rothschild & Co in 2023, he worked at Bank Julius Baer & Co. as Advisor Wealth Planning and built up and further developed the pension services there. Previously, the doctor of economics held various positions at Swiss Life. In addition to his doctorate at the University of Zurich, he completed an MAS in Financial Consulting (ZHAW) and a DAS in Pension Fund Management (HSL).

Read more from Thomas

Five key questions for a carefree retirement

Planning for retirement early helps secure your finances and gives you the freedom to enjoy travel, hobbies or family time. These key questions can guide you