Reto Nussbaumer has more than 15 years of experience in banking and in advising affluent private clients, entrepreneurs, and family offices. For many years, he has accompanied people through important financial decisions and supported them in structuring, developing, and securing their assets sustainably for future generations.
Since 2025, he has brought his experience in holistic wealth advisory, portfolio management, and financial and succession planning to Lakefield Partners.
At the center of his work are the people behind the assets. He takes the time to truly understand his clients’ personal situation, individual goals, and values. On this basis, he develops solutions that are convincing in the long term and tailored to the respective life situation. His standard is not only to manage assets, but to take responsibility — with clarity, reliability, and advice on equal footing.
Languages
- German
- English
- French
Trust is built on honesty, transparency, and fairness — that is the foundation of successful wealth management for me.
Work Experience
- 2025 – Today Director at Lakefield Partners AG
- 2023 – 2025 Relationship Manager at Bank SYZ, Zurich
- 2020 – 2023 Senior Relationship Manager at Tramondo Investment Partners, Zug and Zurich
- 2017 – 2020 Senior Relationship Manager at Valiant Bank, Central Switzerland incl. Zurich
- 2016 – 2017 Senior Relationship Manager at Zuger Kantonalbank, Cham
- 2011 – 2016 Assistant to the Head in the Zug market area and Relationship Manager at Credit Suisse AG, Zug
- 2010 – 2011 Assistant and co-responsible client relationship manager for the CEO at Reichmuth & Co Privatbankiers, Lucerne
- 2009 – 2010 Talent Program Relationship Management / Private Clients at Credit Suisse AG, Zurich
Education
- 2013 – 2017 Master of Advanced Studies (Banking & Finance), Institute of Financial Services Zug (Lucerne University of Applied Sciences and Arts)
- 2003 – 2007 Bachelor studies in Sports Sciences, University of Basel