Natalie Baki is responsible for a wide range of tasks within our Investment Center: she looks after customer portfolios, prepares analytics, reports as well as offers.
Prior to joining us, Natalie Baki worked for six years at WMPartners Vermögensverwaltungs AG as a portfolio manager.
After her banking apprenticeship with professional college-level degree at Bank Julius Baer, the time as assistant to the Chief Investment Officer of Asset Management fostered her joy and ambition: she has since consistently developed herself further in the field of portfolio management / investment advisory.
Natalie Baki is a Qualified Financial Analyst (CFA) and holds a Bachelor of Science (ZFH) in Business Administration from the Zurich University of Economics and Business (HWZ), with Major in Banking & Finance.
As an investment-expert, I am constantly asked to react to the many global changes in the economy and politics. That inspires me. Our clients are open to new things and want to know more about where and how their assets are invested. Their expectations are always very high. We need to demonstrate curiosity and flexibility, coupled with top professionalism, so that we can exceed the expectations of our customers more often than not.
We invest in assets with positive economic, societal and environmental impacts.learn more
We invest in assets that help to master the great challenges of our time and profit financially from them.learn more
You benefit from 0% legacy costs, our high equity ratio and the exclusion of all risky banking services.learn more
The low investment costs and the broad diversification protect your wealth and increase your returns.learn more