Baumann Group

Savings & Investments

It's a known fact that leaving your money in the bank these days will yield very little return and in fact your hard earned savings are often being corroded by inflation. Whether you are looking for a short term deposit account or a medium to long term regular savings plan, we can help make sure that your money is working for you. Alternatively, our Retail Banking division has access to all key indexes and markets with sector and analyst coverage 24/7. If you are looking to diversify your current portfolio or to start building one for your future, our advisors will be able to offer you the right advice along with the correct path to financial security on the Global Markets.

Our Process

Key Considerations

  • Identify your personal goals
  • Optimised portfolio for growth, income or protection 
  • Initial risk assessment to determine your profile 
  • Taxation in your country of domicile and residence  
  • Find the most cost effective solution 

Added Value with The Baumann Group

  • Fully qualified advisers 
  • Bespoke portfolio optimisation system 
  • Discounted funds 
  • Exclusive The Baumann Group funds 
  • Private banking fund platform
  • Non-market correlated funds 
  • Online client portal 
  • Regular updates
Contact us

For a free no obligation financial review

Create, manage and protect wealth