From Jumping Obstacles to Financial Excellence
My story began in Barcelona, where from a young age, I learned that discipline, effort, and honesty are essential to achieving any goal. As an equestrian, I competed nationally and internationally in show jumping, where every obstacle became an opportunity to improve and aim higher.
In 2006, I took the next step in my education by enrolling at the University of Barcelona, studying Business Administration and Law. My curiosity led me to broaden my horizons with studies in Maastricht and Boston, gaining a global and strategic perspective on finance.
My professional journey began at KPMG, and soon after, I specialized in Private Equity and Venture Capital at Ernst & Young, working with high-profile clients like LVMH and State Street. This experience taught me the importance of making well-informed decisions and prepared me for new challenges ahead.
In 2018, I made the leap to Private Banking at Julius Baer, where I had the privilege of managing a portfolio of over CHF 1 billion. It was during this time that I discovered my true passion: helping my clients grow financially by guiding them to make strategic, informed decisions that would drive their economic success.
Today, I continue to transform numbers into growth strategies, always upholding the core values I learned as a child: dedication, precision, and honesty. My constant desire to overcome any obstacle is the driving force behind my journey, fueled by the same passion of that little girl in Barcelona who dreamed big.
If you're ready to take the next leap in your financial life, contact me. Together, we’ll create a
personalized path to your growth and financial independence, helping you achieve the success you’ve always dreamed of.
Our history
Bertha's Journey
History
Bertha Baucells
Strong body, healthy mind and financial prosperity.
BBM Financial Services by Bertha Baucells
Founded by Bertha Baucells, our mission is to guide clients toward a life of balance, prosperity, and well-being. We believe that a sound mind and a strong body are essential for making informed financial decisions and living a fulfilling life.
Our dedicated team combines expertise in financial management, fitness coaching, and nutritional planning to offer tailored solutions that meet the unique needs of each client. With a focus on sustainable strategies, we aim to transform the way you think about your finances and health, helping you build the life you desire, one step at a time.
Join us on this journey to unlock your true potential and create a life of abundance and satisfaction.
