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B&F Partner

Values | Vision | Team 

B&F Partner at your side as a competent advisor

  • Everything combined

    One advisor with all documents in one place for optimal cooperation in all key financial matters.

  • Small and agile setup

    With our small and agile setup, we enable customized consulting services that meet your needs, circumstances and budget.

  • Experienced employees 

    Experienced and qualified employees with extensive language skills (DE, EN, IT, SP) and many years of professional experience in financial consulting.

  • Strong Partner network

    Our extensive network of partners consisting of private banks, wealth management and legal consultancies always ensures the best conditions for your needs.

  • Personal support

    We support you in every situation in life - whether in negotiations, dealing with the authorities or supporting you in changing life situations.

Your personal consulting process from B&F Partner in 4 steps:

Appointment 

Individual appointment for a (digital) initial consultation via the calendar below, by phone or e-mail.

Initial contact

All relevant data and documents can be transmitted digitally via a portal or by e-mail. 

Consultation

Financial planning & advice customized to individual circumstances. 

Ongoing support

Support in changing life situations and ongoing analysis of further counseling options.

The B&F Partner team

BF Kreis

Tiziana Baldi

Partner

Professional experience

  • She completed her initial training with a vocational baccalaureate as an EFZ businesswoman and extended this with training as a financial planner with a federal certificate of competence

  • She was able to apply her specialist skills at Bank Sarasin & Co. Ltd, Swiss National Insurance Ltd and one of the largest brokers, among others

  • She gained further experience as a financial planner and sales manager

  • Independent financial planner since 2013 and long-standing audit expert