Urs Daniel Baumann
Founder at PG Impact Investments AG
Network origin in Urs Daniel Baumann first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Zürcher Kantonalbank (Broker)
 Zürcher Kantonalbank (Broker) Investment Banks/BrokersFinance Zürcher Kantonalbank (Broker) (ZKB-Broker) is the brokerage business unit of Zürcher Kantonalbank, a state-owned full-service bank founded in 1870, which is headquartered in Zurich, Switzerland. They conduct all investment activities in-house including financial advisory services, research, trading, and asset management. ZKB-Broker is an active trader in securities, foreign currencies, banknotes, precious metals, commodity contracts and financial derivatives on their own account and on behalf of third-party customers. The bank provides underwriting services in domestic debt and equity markets, sales and trading of listed domestic warrants and structured derivatives, and Swiss Franc foreign exchange trading. The firm offers round-the-clock market-making in credit default swaps from Swiss issuers. Their research covers a broad international investment universe and maintains a successful equity, bonds and sustainability research capability, together with independent investment fund research.
48
| Operating Division | Investment Banks/Brokers | 48 |
Zürcher Kantonalbank (Investment Management)
 Zürcher Kantonalbank (Investment Management) Investment ManagersFinance Zürcher Kantonalbank (Investment Management) (ZKB-IM) is the investment management division of Zürcher Kantonalbank, a Swiss full-service bank headquartered in Zurich. Founded in 1870, ZKB-IM performs the bank's investment activities, including financial advisory services, research, trading, and asset management. The asset management division provides investment solutions for institutional, corporate and private clients, managing discretionary mandates and the ZKB range of mutual funds. Their mission includes fostering economic growth in the Canton of Zurich.
43
| Operating Division | Investment Managers | 43 |
| Public Company | Regional Banks | 25 | |
Swiss Bankers Association
 Swiss Bankers Association Miscellaneous Commercial ServicesCommercial Services Swiss Bankers Association operates bankers association. The company was founded by Robert U. Vogler in 1912 and is headquartered in Basel, China.
19
| Non-Profit Organization | Miscellaneous Commercial Services | 19 |
Barclays Bank Plc
 Barclays Bank Plc Major BanksFinance Barclays Bank Plc provides commercial banking services. It offers personal, premier, business and corporate banking products and services to its customers. The banks services include current accounts, savings, investments, mortgages, loans, insurance, credit cards and online banking services. The company was founded on October 4, 1971 and is headquartered in London, the United Kingdom.
15
| Subsidiary | Major Banks | 15 |
Mckinsey & Co. (Switzerland)
 Mckinsey & Co. (Switzerland) Miscellaneous Commercial ServicesCommercial Services Mckinsey & Co. (Switzerland) provides business management consulting services. The private company is based in Geneva, Switzerland.
6
| Private Company | Miscellaneous Commercial Services | 6 |
PG Impact Investments AG
 PG Impact Investments AG Investment ManagersFinance PG Impact Investments AG operates as a investment firm. It serves international clientele of professional investors who seek investment solutions that offer financial returns, while also helping to address pressing social or environmental challenges. The company was founded by Urs Wietlisbach and Urs Daniel Baumann in 2015 and is headquartered in Baar, Switzerland.
5
| Private Company | Investment Managers | 5 |
Lindorff Group AB
 Lindorff Group AB Miscellaneous Commercial ServicesCommercial Services Lindorff Group AB provides credit management services. It offers debt-related administrative services and collection services to financial institutions. The firm’s services ranges from credit scoring to credit evaluation, invoicing, reminders, debt collection and purchase of debt portfolios. The company was founded in 1898 and is headquartered in Stockholm, Sweden.
4
| Extinct | Miscellaneous Commercial Services | 4 |
Swisscard AECS GmbH
 Swisscard AECS GmbH Miscellaneous Commercial ServicesCommercial Services Swisscard AECS GmbH operates as a credit card company. The firm’s credit card brands include American Express, Mastercard, and Visa. It also offers bonus program, insurance, mobile payment, and online services. The company was founded in 1998 and is headquartered in Horgen, Switzerland.
3
| Joint Venture | Miscellaneous Commercial Services | 3 |
| Public Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Urs Daniel Baumann via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| DEUTSCHE BANK AG | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| UBS | Investment Managers | Chief Operating Officer Corporate Officer/Principal | |
Swisscanto Fondsleitung AG
 Swisscanto Fondsleitung AG Investment ManagersFinance Swisscanto Fondsleitung AG (Swisscanto) is the wholly-owned fund management subsidiary of State-owned Zurcher Kantonalbank in Switzerland. Formerly known as Swissca Fondsleitung AG, the firm was founded in 1993 as a joint venture between the Swiss Cantonal Banks. Headquartered in Zurich, Swisscanto provides fund management services for the entire Swisscanto Invest fund range and also for various private label funds. Their clients include banks, pension funds, insurance companies, fund management companies and investment foundations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Head-Equity Investments Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Zürcher Kantonalbank
 Zürcher Kantonalbank Major BanksFinance Zürcher Kantonalbank engages in the provision of universal banking services. It offers its services through the following divisions: Private Banking, International Banking and Asset Management. The Private Banking division offers private advisory, asset management, fiduciary and other services. The International Banking division provides international payments and trade finance services. The Asset Management division includes segregated, balanced and overlay mandates. It also offers strategy advice and portfolio analysis services. The company was founded on February 15, 1870 and is headquartered in Zürich, Switzerland. | Major Banks | Chief Executive Officer Analyst-Equity Analyst-Equity | |
Credit Suisse AG
 Credit Suisse AG Investment ManagersFinance Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services. | Investment Managers | Chief Investment Officer Portfolio Manager-Fixed Income Head of Private Banking Head-Fixed Income Invts Portfolio Manager-Equities | |
| ZURICH INSURANCE GROUP LTD | Multi-Line Insurance | Corporate Officer/Principal Director/Board Member Director of Finance/CFO | |
| VALIANT HOLDING AG | Regional Banks | Chairman | |
Skipton Building Society
 Skipton Building Society Finance/Rental/LeasingFinance Skipton Building Society engages in the provision of mortgages, retirement planning, personal savings, and insurance services. The company was founded in 1853 and is headquartered in Skipton, the United Kingdom. | Finance/Rental/Leasing | Director/Board Member | |
Credit Suisse AG (Private Banking)
 Credit Suisse AG (Private Banking) Investment ManagersFinance Credit Suisse AG (Private Banking) (CSPB) is the Zurich-based private banking division of Credit Suisse AG, itself a subsidiary of Credit Suisse Group AG (VX: CSGN) in Switzerland. Established in 1856, CSPB provides comprehensive advice and a range of investment products and services to private, corporate and institutional clients. The firm is a leading provider of innovative alternative investment products. Their wealth management solutions include tax planning, pension planning, life insurance solutions, wealth and inheritance advice, trusts and foundations. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income Economist | |
Skipton Group Holdings Ltd.
 Skipton Group Holdings Ltd. Finance/Rental/LeasingFinance Skipton Group Holdings Ltd provides mortgage and investment services. The company was founded in 2000 and is headquartered in Skipton, GB | Finance/Rental/Leasing | Director/Board Member | |
Bank Slaski W Katowicach SA
 Bank Slaski W Katowicach SA Major BanksFinance Bank Slaski W Katowicach SA provides banking services. The private company is based in Warsaw, Poland and has subsidiaries in Poland. | Major Banks | Director/Board Member | |
Helsana Versicherungen AG
 Helsana Versicherungen AG Multi-Line InsuranceFinance Helsana Versicherungen AG provides health and accident insurance services. It offers solutions in the areas of basic, supplementary, and accident insurance which protect people against financial consequences of illnesses, unfortunate incidents, disability, maternity, and long-term care in old age. The company was founded on June 20, 1996 and is headquartered in Duebendorf, Switzerland. | Multi-Line Insurance | Sales & Marketing | |
ING Direct France SA
 ING Direct France SA Major BanksFinance Part of ING Groep NV, ING Direct France SA is a French company that provides online banking services. The company is based in Fontenay-sous-Bois, France. | Major Banks | Corporate Officer/Principal | |
| University of St. Gallen | College/University | Doctorate Degree Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
| University of Fribourg | College/University | Graduate Degree | |
| University of Zurich | College/University | Corporate Officer/Principal Doctorate Degree Graduate Degree | |
| Swiss Federal Institute of Technology | College/University | Doctorate Degree Graduate Degree | |
| Bank Vontobel AG (Research Firm) | Investment Managers | Analyst-Equity Analyst-Equity | |
Horizon21 AG (Investment Management)
 Horizon21 AG (Investment Management) Investment ManagersFinance Horizon21 AG (Investment Management) (Horizon21-IM) is a single-family office division of Horizon21 AG, an investment company headquartered in Zurich, Switzerland. Founded in 2004, Horizon21-IM serves the needs of the founder of the firm and his family. | Investment Managers | Corporate Officer/Principal | |
ING-DiBa AG
 ING-DiBa AG Regional BanksFinance ING-DiBa AG is the brokerage subsidiary of ING Holding Deutschland GmbH, which is ultimately held by Stichting ING Aandelen in The Netherlands. The firm is headquartered in Frankfurt and was founded in 1965. ING provides brokerage services. | Regional Banks | Chief Executive Officer | |
Entris Holding AG
 Entris Holding AG Regional BanksFinance Entris Holding AG invests in companies in the financial and services sector. The firm also operates as a clearing house for the Swiss regional banks and savings banks. It provides its operating services through its subsidiary Entris Banking. The company was founded on September 1, 1994 and is headquartered in Guemligen, Switzerland. | Regional Banks | Chairman | |
Stifel Schweiz AG
 Stifel Schweiz AG Investment Banks/BrokersFinance Founded in 2003, Stifel Schweiz AG is a full-service investment bank. Part of Stifel Financial Corp., the Swiss company is headquartered in Zurich, Switzerland, with offices in multiple locations. The company provides a range of investment banking services. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Socofe SA
 Socofe SA Investment ManagersFinance Socofe SA is an independent private equity firm with its headquarters in Liege, Belgium. It was founded in 1999. | Investment Managers | Director/Board Member | |
Deutsche Bank (Suisse) SA (Broker)
 Deutsche Bank (Suisse) SA (Broker) Investment Banks/BrokersFinance Deutsche Bank (Suisse) SA (Broker) (Deutsche Bank Switzerland) is the securities brokerage division of Switzerland-based Deutsche Bank (Suisse) SA, which is owned by Deutsche Bank AG (ETR: DBK) in Germany. The firm is headquartered in Zurich and was founded in 1980. Deutsche Bank Switzerland is responsible for macro and microanalysis within Deutsche Bank Group and acts as consultant for the bank, its clients and stakeholders. They analyze relevant trends for the bank in financial markets, the economy and society and highlight risks and opportunities. The firm delivers high-quality, independent analysis and actively promotes public debate on economic, fiscal, labor market and social policy issues. | Investment Banks/Brokers | President | |
Valiant Bank AG
 Valiant Bank AG Investment ManagersFinance Valiant Bank AG (Valiant Bank) is the commercial banking subsidiary of Valiant Holding AG (SW: VATN) in Switzerland. The firm was established in 1997 and in 2011, subsidiaries Banque Romande Valiant, Spar + Leihkasse Steffisburg and Valiant Privatbank were merged under the umbrella of Valiant Bank. Valiant Bank is headquartered in Zurich and provides commercial banking services for SMEs, retail private clients and high-net worth clients in German and French-speaking Switzerland. | Investment Managers | Chairman | |
Entris Banking AG
 Entris Banking AG Regional BanksFinance Part of Entris Holding AG, Entris Banking AG is a financial services company based in Guemligen, Switzerland. The Swiss company offers customized financial services for small and medium-sized banks, ranging from investments to payment methods. The CEO of the company is Jürg Gutzwiller. | Regional Banks | Chairman | |
Economiesuisse
 Economiesuisse Medical/Nursing ServicesHealth Services Economiesuisse operates as a trade industry association. The company is headquartered in Zurich, Switzerland. | Medical/Nursing Services | Director/Board Member Director/Board Member | |
SCHUFA Holding AG
 SCHUFA Holding AG Financial Publishing/ServicesCommercial Services SCHUFA Holding AG provides credit data services. It offers information services for the financial and credit markets. The firm also provides software and consultancy services. The company was founded in 1927 and is headquartered in Wiesbaden, Germany. | Financial Publishing/Services | Director/Board Member Director/Board Member | |
Grosse Schanze AG
 Grosse Schanze AG Real Estate DevelopmentFinance Grosse Schanze AG manages and operates a garage for motor vehicles, as well as various commercial, office, warehouse, and restaurant locations. The private company is based in Bern, Switzerland. | Real Estate Development | Chairman | |
BAC Credomatic, Inc.
 BAC Credomatic, Inc. Major BanksFinance Part of Grupo Aval Acciones y Valores SA, BAC Credomatic, Inc. is a There is no available country named vg company that operates banks. The company is based in Road Town, the British Virgin Islands. BAC Credomatic was acquired by Leasing Bogotá SA Panamá from GE Aerospace on December 09, 2010 for $1,900 million. | Major Banks | Director/Board Member | |
newhome.ch
 newhome.ch Internet Software/ServicesTechnology Services Newhome.ch operates a Swiss real estate portal company. The private company is based in Zug, Switzerland. | Internet Software/Services | Director/Board Member | |
1741 Fund Solutions AG
 1741 Fund Solutions AG Investment ManagersFinance 1741 Fund Solutions AG is an independent, management-owned fund management firm headquartered in St. Gallen, Swizterland. The firm was founded in 1998 and formerly known as Wegelin Fondsleitung AG and as Vescore Fondsleitung AG. 1741 Fund Solutions acts as Swiss representative for foreign investment funds distributed in Switzerland. | Investment Managers | Analyst-Equity | |
Robeco Schweiz AG
 Robeco Schweiz AG Investment ManagersFinance Robeco Schweiz AG is the Switzerland-based asset management subsidiary of ORIX Corporation Europe NV, itself a subsidiary of ORIX Corp. (TSE: 8591) in Japan. Formerly known as SAM Sustainable Asset Management AG, the firm was founded in 1995 as the first asset manager focused exclusively on Sustainability Investing. They were acquired by Robeco Group in 2007 and renamed RobecoSAM AG in 2013 as part of Robeco's strategy to further align its group-wide Sustainability Investing activities. The firm became Robeco Schweiz AG in 2020. Headquartered in Zurich, Robeco Schweiz offers a comprehensive palette of products including in-house asset management, Sustainability Indices, corporate sustainability assessments, active ownership and engagement, and customized portfolio benchmarking solutions for private and institutional investors. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Bank J. Safra Sarasin AG (Investment Management)
 Bank J. Safra Sarasin AG (Investment Management) Investment ManagersFinance Bank J. Safra Sarasin AG (Investment Management) (J. Safra Sarasin-IM) is the investment management division of Bank J. Safra Sarasin AG, a private banking firm headquartered in Basel, Switzerland. Founded in 1841, the firm is owned by J. Safra Sarasin Holding AG, which is ultimately held by JS International Holdings Ltd. in The Bahamas. J. Safra Sarasin-IM actively manage assets for private and institutional clients. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Bank J. Safra Sarasin AG (Broker)
 Bank J. Safra Sarasin AG (Broker) Investment Banks/BrokersFinance Bank J. Safra Sarasin AG (Broker) (Bank J. Safra Sarasin-Broker) is the brokerage division of Bank J. Safra Sarasin AG, a private bank headquartered in Basel, Switzerland. The firm was founded in 1841 and is a subsidiary of J. Safra Sarasin Holding AG, ultimately held by JS International Holdings Ltd. in the Bahamas. The firm is headquartered in Basel and. Bank J. Safra Sarasin-Broker offers brokerage services in securities, derivatives, currencies and precious metals for institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Multiplicity Partners AG | Founder | ||
| Pensionskasse Der Valiant Holding AG | Director/Board Member | ||
Rvs Verzekeringen NV
 Rvs Verzekeringen NV Insurance Brokers/ServicesFinance Rvs Verzekeringen NV provides insurance services. | Insurance Brokers/Services | Comptroller/Controller/Auditor | |
cashgate AG
 cashgate AG Finance/Rental/LeasingFinance cashgate AG engages in the granting and processing of consumer credits. Its business activities also include the handling and completion of leasing transactions for private individuals, pensioners, and enterprises. In addition, the firm offers a loan calculator via an online platform. The company is headquartered in Zurich, Switzerland. | Finance/Rental/Leasing | Director/Board Member | |
| Uk Home Lending | Chairman | ||
| Zurich Insurance Group Ltd. (United Arab Emirates) | Director of Finance/CFO |
Statistics
International
| Switzerland | 36 |
| United Kingdom | 5 |
| Netherlands | 3 |
| Germany | 3 |
| United States | 2 |
Sectoral
| Finance | 39 |
| Consumer Services | 5 |
| Miscellaneous | 2 |
| Health Services | 2 |
| Commercial Services | 2 |
Operational
| Director/Board Member | 102 |
| Analyst-Equity | 75 |
| Corporate Officer/Principal | 60 |
| Portfolio Manager-Equities | 48 |
| Chairman | 28 |
Most connected contacts
| Insiders | |
|---|---|
| Axel P. Lehmann | 26 |
| Denis Arthur Hall | 25 |
| Markus Gygax | 19 |
| Urs Wietlisbach | 18 |
| Marc Berg | 18 |
| Susanne Klöß-Braekler | 17 |
| Monica Mächler-Erne | 16 |
| Philipp Rickenbacher | 14 |
| Jörg Behrens | 13 |
| Ben Tellings | 11 |
| Pascal Perritaz | 9 |
| Martin Scholl | 8 |
| Adrian Valentin Nösberger | 6 |
| Daniel Buchta | 5 |
| Michael Klien | 5 |
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