Thomas Bamert

Thomas Bamert

Head Wealth & Pension Planning

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).

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Five key questions for a carefree retirement

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Retirement is a key life phase. Early, careful planning ensures financial security and quality of life, allowing you to pursue dreams like travel, hobbies, or family time. Here are key questions to guide your retirement planning.

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