Bilanz Private Banking Rating 2021 In 2021, the business magazine “Bilanz” again named Maerki Baumann the best Swiss private bank. This success reflects the quality and consistency of our approach to client support and investment advice. It was already the 13th time that the private banking rating test was performed – and in the name of an actual client. We emerged successful from each phase of the test, garnering the award as best Swiss private bank in the final round. After our 2017 triumph, this was the second time we came top; in 2019 we took second place. We would like to say thank you for this gratifying recognition of our performance, which reflects the honest and partnership-based cooperation we enjoy with our clients. The fact that we were once again ranked the top private bank is testimony to our exceptional performance not just during the last year but over the long term as well. This success reflects the high quality and the continuity of the support we provide to clients. Dr Stephan A. Zwahlen, CEO High quality and consistency in client advice – that’s what sets us apart Once again, this year, the business magazine “Bilanz” carried out its much-regarded assessment of private banks, which involved tracking a genuine private client’s search for a suitable bank. We were invited – along with 93 other institutions – to elaborate an investment solution based on a comprehensive request. This year, the jury – consisting of several specialists – evaluated the following dimensions: interaction between client advisor and client, completeness of the investment solution, transparency, costs, risk disclosure, and portfolio structure. The winners were then selected in a final competitive round conducted via digital channels. CEO Dr Stephan A. Zwahlen: “The fact that we were once again ranked the top private bank is testimony to our exceptional performance not just during the last year but over the long term as well. This success reflects the high quality and the continuity of the support we provide to clients.” Reinhard Rutz, the Head of Private Banking Switzerland and the responsible client advisor, shares this view: “Thanks to our uniform and binding advisory structure, we can identify individual needs, wishes and investment objectives even better and explore these optimally. This enables us to offer our clients an exceptional experience – one that sets us apart from our competitors.” As a family-owned company, we promote independence and high security. We offer our clients individual investment solutions that are fully tailored to their needs. Konstantinos Ntefeloudis, Head of Investment Management, confirms this: “Investment decisions are implemented rigorously and consistently, based on a systematic, binding and transparent selection process that also includes disciplined risk management. The focus is on high-quality companies with sustainable profitability and stable growth – i.e. defensive growth stocks.” Try us out!