Your Wealth Deserves
Ironman Discipline
You work hard for your money. I make sure your money works harder for you — with the same relentless discipline that carries me across Ironman finish lines and through CHF 1.2B in managed portfolios.
CHF 0B
Portfolio Managed
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Years of Experience
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Languages
Ironman
Finisher
My Story
Where It All Began
My story began in Barcelona, where from a young age, I learned that discipline, effort, and honesty are essential to achieving any goal. As ...
Academic Foundation
BSc in Economics & Law from the University of Barcelona, followed by a Master in Finance from Pompeu Fabra University. Exchange programmes i...
Ernst & Young
Six years at EY honed my expertise in regulatory advisory, enhanced due diligence, and cross-border compliance across international financia...
Julius Baer
I moved into Private Banking at Julius Baer, managing a CHF 1.2 billion HNWI portfolio including complex cross-border structures. Direct cli...
Trident Trust & UBS
At Trident Trust, I managed multi-jurisdictional trust structures for HNWI clients across Europe and offshore centres. Most recently at UBS,...
Beyond Finance
Discipline doesn’t stop at the office. From winning show jumping competitions at the Real Club de Polo de Barcelona to completing Ironman tr...
My Mission
Today, I help clients transform their relationship with money through the same values that drive my athletic and professional life: dedicati...
My Approach
The principles that guide every client relationship
Discipline
Forged in Sport
The same discipline that drives me through Ironman triathlons and ultra-marathons is the foundation of every financial strategy I build. No shortcuts, no compromises.
Precision
FINMA-Grade Rigour
Every decision is backed by rigorous analysis within Swiss regulatory frameworks. From KYC/AML compliance to portfolio allocation, I apply the precision that FINMA demands — and that your wealth deserves.
Global Reach
6 Languages, No Borders
Fluent in Spanish, Catalan, English, and German, with working Italian and French. I navigate cross-border structures and multi-jurisdictional trusts as naturally as I navigate languages.
Trust
Long-Term Partnership
Wealth isn't built overnight. I commit to understanding your goals deeply and walking alongside you through every market cycle, every milestone, every finish line.
Sound Familiar?
Are you earning well but still feel like your money isn't growing?
Do you have wealth but no clear strategy to protect it?
Does financial planning feel overwhelming — like a race you never trained for?
You don't need another generic financial advisor.
You need someone who treats your wealth like a finish line worth training for.
BBM Financial Services
The Ironman
Approach to
Wealth
7 Disciplines That Separate Good Financial Planning from Great
Bertha Baucells
The Ironman Approach
to Wealth
7 disciplines from endurance sport applied to wealth management — by someone who managed CHF 1.2B and crosses Ironman finish lines.
What's inside
- 1Endurance — why long-term beats short-term
- 2Pacing — risk management done right
- 3Nutrition — master your cash flow
- 4The Training Plan — build a real financial strategy
- 5Race Day — stay disciplined when markets crash
- 6Recovery — tax optimisation & wealth preservation
- 7The Finish Line — legacy & succession planning
Pick Your Distance
Whether you need a sprint, a marathon, or the full Ironman — there's a programme built for your pace.
Transform Your Relationship with Money
1 hour
- Habit transformation: nutrition, exercise and mindset
- Personalised financial plan
- Comprehensive diagnosis of spending, health and well-being
- BONUS: 1-hour session to align mind and body
Take Control of Your Finances
4 weeks
- Personalised mentorship: 3 weekly sessions
- Practical tools to manage income and optimise spending
- Strategic planning with clear goals and ongoing support
- 1 month of tailored training and nutrition
Protect and Grow Your Wealth
3 months
- Diversification and growth with cutting-edge solutions
- Comprehensive risk and opportunity analysis
- Tailored strategies for sustainable financial growth
Designed for high-net-worth individuals
Where I Trained
EY
Regulatory Advisory
Julius Baer
Private Banking
UBS
Wealth Management
Trident Trust
Fiduciary & Trusts
LVMH
Luxury Group Client
State Street
Asset Management Client
15+ years sharpening my craft at the world's most demanding financial institutions — from Big Four advisory to Swiss private banking and fiduciary services.
What Clients Say
“Bertha brought the same intensity she brings to an Ironman to my portfolio. In three months, I went from chaos to a clear, structured plan I actually trust.”
M.K.
Entrepreneur · Tech Startup · Zurich
“I had worked with two advisors before. Bertha was the first one who actually listened, asked the hard questions, and built something tailored to my life — not a template.”
S.R.
Senior Executive · Pharmaceutical · Barcelona
“What sets her apart is the holistic approach. She didn't just look at my finances — she looked at the full picture. My stress went down, and my confidence went up.”
A.L.
Business Owner · Hospitality · Geneva
Frequently Asked Questions
My services are designed for professionals, entrepreneurs, business owners, and high-net-worth individuals who want personalised financial guidance — whether you're just starting to get organised or looking to protect and grow significant wealth.
No. The Basic programme is accessible to anyone looking to transform their relationship with money. For the Premium programme, which focuses on portfolio diversification and wealth structuring, it's best suited for clients with existing investable assets.
I operate as an independent financial advisory practice in Zurich. For regulated financial products and transactions, I work with appropriately licensed institutions supervised by FINMA to ensure full compliance.
Both. I offer in-person consultations in Zurich as well as video sessions for international clients. Many of my clients are based across Europe, and I work seamlessly across time zones.
I work fluently in English, Spanish, Catalan, German, Italian, and French. This allows me to serve clients across multiple jurisdictions without language barriers.
Unlike bank advisors who may be incentivised to sell specific products, I'm fully independent. My recommendations are based solely on what's best for you. I also bring a holistic approach — combining financial strategy with wellness and mindset coaching.
The easiest way is to book a free 15-minute discovery call through the contact form. We'll discuss your situation, goals, and which programme is the best fit — with no commitment or pressure.
Yes, completely free. "The Ironman Approach to Wealth" is a 30+ page guide that shares the 7 disciplines I've developed from completing Ironman triathlons and managing CHF 1.2B in private banking. Just enter your email and it's yours.
Every Finish Line Starts
With a First Step
A free 15-minute call. No pitch, no pressure — just an honest conversation about where you are and where you want to be.
One Conversation Changes Everything
Tell me where you are and where you want to be. I'll tell you exactly how to get there.