Brodmann, Mosimann & Partners AG is run by Daniel Brodmann and Georg Mosimann. We are supported by a team of knowledgeable and dedicated employees whose skills we ensure match the job at hand and who pursue continuous professional development. When needed, additional competent and experienced specialists are on hand to assist us both in Switzerland and abroad.
Originally, the company was founded by Philippe Steiger and Walter Zumstein in April 2000 as Steiger, Zumstein & Partners AG. The two founders, who built up the company with great dedication and vision, are now enjoying their well-earned retirement.
Brodmann, Mosimann & Partners operates both in the Basel region and nationally and internationally. We have in-depth knowledge and experience in a wide range of areas. So we can also act as board members or in operational roles such as management and administration of your family businesses or Group companies.
Linguistic diversity is another core competency of Brodmann, Mosimann & Partners. We communicate with our customers in English, French, German and Italian.
Depending on the individual capabilities and needs of our customers, our processes and systems are digitalized.
We are a member of EXPERTsuisse and Treuhand Suisse. These memberships are our guarantee that our services meet the highest quality standards.
Managing Partners
«Knowing is not enough; we must apply. Willing is not enough; we must do.» JW von Goethe
- Swiss certified financial planner, Swiss certified Graduate in Business Administration (university of applied sciences)
- Languages: German, English, French
- Married, 2 adult children, from Ettingen/Basel-Land
- Loves: Ticino, cigars and music
At a leading (Big Four) business consultancy in Basel, Daniel Brodmann was in charge of complex mandates and projects in the field of accounting and reporting. He then took on line functions as the Head of the Trust Department and as Chief Financial Officer, before coming to what is now Brodmann, Mosimann & Partners AG in 2008.
His expertise encompasses accounting and advice on financial statements, tax (incl. VAT), social insurance and pensions in Switzerland and, in some instances, its two neighbouring countries Germany and France.
Daniel Brodmann also has a complete understanding of planning and implementation of tax-related matters in the business and personal income, assets and pension situation of business owners.
Trusting and often highly personal customer relationships include succession and estate planning. Daniel Brodmann has a wealth of experience and the required finesse to provide support in these matters and to effectively lighten the load on family members in their implementation.
His work also covers mandates as a board member and trustee. Daniel Brodmann also acts as Chairman of the Board of Directors for Brodmann, Mosimann & Partners AG.
Memberships:
- Gesellschaft Basler Betriebsökonomen (GBB; alumni organization)
- Kiwanis Club Basel
- Gewerbeverband Stadt Basel (City of Basel trade association)
«Stagnation is the beginning of the end.» Socrates
- Swiss certified auditor, Swiss certified BS in Economics (university of applied sciences), TEP
- Languages: German, English, French
- Married, 2 children, from Sumiswald/Bern
- Loves: sport and travel, Greece
Georg Mosimann spent over 10 years working as an auditor and consultant at a leading (Big Four) business consultancy in Zurich and Hong Kong. He was then entrusted with the lead role for accounting at a listed company in Winterthur. In summer 2014, Georg Mosimann joined the company now known as Brodmann, Mosimann & Partners. In the context of a long-term succession planning arrangement, he took over the duties of Walter Zumstein and Philippe Steiger.
Georg Mosimann has many years of experience in managing and supervising complex operational and financial tasks and projects in Switzerland and abroad (Europe, Asia, USA, Africa). He advises and supports small and medium-sized enterprises as well as corporations. He is responsible for mandates of start-ups, companies in phases of rapid growth, during reorganization and restructuring phases, and for transactions (due diligence, valuations, etc.).
Through his many assignments and projects, Georg Mosimann has acquired profound knowledge as a financial expert, which he is also passing on as an advisor and expert for the Swiss federal diploma examinations for auditors.
He brings his broad-based experience and holistic approach to the table on the side of both the company and the owners. He has in-depth knowledge in particular in the financial and strategic management of companies. He also advises business owners and private individuals on financial and business tasks and as a sparring partner, including as Group CFO, member/chair of several boards of directors and boards of trustees, and as Chair of a family board.
Furthermore, Georg Mosimann supports asset managers and financial intermediaries with regard to implementation of and compliance with existing and new legal requirements.
Memberships
- EXPERTsuisse, the Swiss Expert Association for Audit, Tax and Fiduciary
- International Fiscal Association (IFA), Schweizerische Vereinigung für Steuerrecht
- Society of Trust and Estate Practitioners (STEP), Basel Branch
- Financial Services Standards Association (VQF)
Team
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Certified accounts administrator (Edupool)
- Certified accounts administrator VSK
- Certified accounts administrator (Edupool)
- Certified HR assistant/HR administrator (Edupool)
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Lic. rer. pol. et oec (master’s degree), University of Fribourg
- Certified Fiduciary, Federal Diploma of Higher Education
- Payroll – Specialist (NBW)
- Trainee Fiduciary
- Student of Economics University of Basel
- Interested? We look forward to receiving your speculative application.
Network
As an owner-managed company, we are committed to providing customized support. We are financially and legally independent – our customers alone are at the heart of our long-term-focused business activities.
When needed, we can draw on our international relationship network in numerous countries and continents, shaped by long-standing contacts.
In Switzerland, we work with a variety of specialists and personalities, including with Big 4 companies.
And in Europe, with ADW-Partner we are also part of a network of advisors from 10 countries.
The organization SwissHelp66 AG is committed to the personal needs of more mature and ageing individuals.
Whether for oneself or for family members, discussing and clarifying at an early stage questions relating to ageing is helpful and reassuring. In this way, necessary papers and arrangements can often remain dormant “in the drawer” or the safe for a long time. If they are needed unexpectedly, they are on hand and make it easier for family members to take the necessary steps.
As a sister company to Brodmann, Mosimann & Partners AG, SwissHelp66 AG can also provide swift and uncomplicated access to specialists.
Memberships
As a member of the two trade associations EXPERTsuisse AG and Treuhand Suisse, we stand for the highest quality thanks to extensive training and continuing professional development. This also means that we are subject to the rules on professional ethics and practice, which include, among other things, provisions on due care and responsibility, non-disclosure and independence.
The Gewerbeverband Basel-Stadt and Wirtschaftskammer Baselland are the most important representatives for small and medium-sized enterprises (SMEs) from the fields of commerce, trade, services and industry as well as the self-employed individuals in the city and region. As a member, we are part of strong networks and in close touch with many customers.
