Modular investments with Maerki Baumann

screen_mal_app_3.pngThe new investment solution from Maerki Baumann combines the benefits of professional asset management with customized advice. The modular approach gives you a say in the choice of markets, investment classes and risks. And you benefit from the following advantages: High degree of independence as a family-owned company, no proprietary products, transparent fee structure and personal advice. Our new investment solution is modular – and just as individual as you are.

Services for our clients

Our relationships with clients are based on professionalism and partnership. Our services are oriented on the individual requirements and personal preferences of clients across all segments:

  • Private clients
  • External asset managers
  • Indirect real estate investments

Services

Modular investment solution

Maerki Baumann's innovative, modular investment concept makes it possible for advisory and asset management services to be as individual and flexible as possible. State-of-the-art digital tools  complete ideally regular, personal contacts with clients.

Modular investment solution

What makes us special

Our bank offers a high level of independence and security, consistent service orientation as well as broadly based competences, and this allows us to distinguish ourselves from our competitors:

  • Independent, family‑owned bank
  • Personalised client advising
  • Individual investment solutions
  • Security
  • Innovative business model

Differentiation

Awards

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Elite Report: summa cum laude

Maerki Baumann & Co. AG achieved the highest distinction of "summa cum laude" in the Elite Report. Maerki Baumann & Co. AG succeeded in re-affirming its leading position among the top banks in Europe's German-speaking countries

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Institut für Vermögensaufbau

Maerki Baumann & Co. AG has been awarded its top quality seal to the investment solutions of the bank. The top quality seal certifies that the portfolios of Maerki Baumann & Co. AG are suited for long-term asset growth and protection of capital.

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Verwandte Inhalte

Best Swiss private bank

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  • News

    Maerki Baumann & Co. AG awarded "summa cum laude" by Elite Report for the tenth time

    20.11.2017 - 

    The Zurich-based private bank Maerki Baumann & Co. AG has confirmed its top rating of previous years for 2018, too, having been awarded the rating "summa cum laude" by the German Elite Report on Asset Managers for the tenth consecutive time. This year, Maerki Baumann took first place among the Swiss banks. It has thus secured its leading position among the best banks in German-speaking Europe.

    Author: Maerki Baumann / Medium: Press Release

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  • News

    The rally goes on

    09.11.2017 - 

    The latest round of economic data releases underlined the robust health of the global economy in no uncertain terms. The upswing appears to be gaining in momentum, as well as being broad-based. We continue to anticipate basically positive sentiment for equity markets, even if the price rises in the last two months of 2017 are unlikely to be quite as impressive as in previous months – with all key equity markets having posted rises well into double-digit percentage territory this year.

    Author: Robert Simoni, Head of Investment Solutions / Medium: Investment Policy

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  • News

    Commodity prices at the crossroads

    28.10.2017 - 

    What are the medium-term perspectives for commodities? We give an overview of the developments of the past decades and the long-term influence factors which offer a positive outlook for commodities.

    Author: Daniel Egger, Chief Investment Officer, Reto Cavelti, Senior Investment Advisor / Medium: Investment Comment

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  • News

    Gérard Piasko appointed Chief Investment Officer at Maerki Bau-mann

    10.10.2017 - 

    Maerki Baumann & Co. AG has appointed Gérard Piasko, a recognised financial markets expert, as its Chief Investment Officer. He will assume his new role at the Zurich-based private bank on 1 January 2018.

    Author: Maerki Baumann / Medium: Press Release

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Contact

Maerki Baumann & Co. AG
Dreikoenigstrasse 6
CH‑8002 Zurich
Phone: +41 44 286 25 25

info@maerki-baumann.ch

Contact