Current insights Our specialists continuously monitor and evaluate market developments. Benefit from our expertise. Artikel Typ Investment Policy Economic developments have helped the US more than Europe this year November 2023 Our December investment policy: Global economic data is mixed at present. While the US strengthened during the third quarter, this was almost solely down to an increase in inventories and a lower savings rate (in favour of consumer spending). Read more Market Comment Small or large companies? November 2023 Our November market comment: Since 2022, the stocks of small- and mid-cap companies have tended to lag behind the performance of those of their large-cap blue chip counterparts in many countries. Read more Media releases Maerki Baumann was awarded again 28. November 2023 Zurich-based Maerki Baumann & Co. AG was awarded the accolade of “summa cum laude” by the Elite Report for the 16th time. Read more Finance Theme Sustainability-related investments October 2023 There are various definitions and forms of sustainable investing. Given the complexity of the market, it comes as no surprise that there is a sense of uncertainty among investors. The latest edition of our Finance Theme publication takes an in-depth look at this topic and provides guidance in navigating the intricate world of green investing. It explains why sustainable investing is becoming ever more popular in Switzerland and how we address this investment philosophy at Maerki Baumann. Read more Media releases Maerki Baumann & Co. AG has had its top rating confirmed 27. April 2023 Zurich-based Maerki Baumann & Co. AG has once again been able to confirm its position at the top of Switzerland's private banking charts in 2023 after being named the second best Swiss private bank by the business magazine “Bilanz”. This is the fifth time that the family company has achieved a top rating after taking first place in 2022, 2021 and 2017 in addition to second place in 2019. After taking a leading position once more, Maerki Baumann was again recognised as a longstanding quality leader. Read more Our Services We offer sustainable and proven investment solutions, specially tailored to private clients, institutional clients or external asset managers. Benefit from our professional advice and individual service − we look forward to hearing from you. Contact us Private clients Institutional clients Blockchain- and crypto companies External asset managers Indirect real estate investments long-lasting and excellent track record first-class asset management in indirect real estate investments in Switzerland Modular investing: simple and flexible Maerki Baumann’s asset management with the modular investment solution makes it possible to create portfolios tailored to individual client needs in a straightforward way. Start configurator Digital assets – all from a single source Maerki Baumann is one of the very first Swiss private banks to offer access to this emerging asset class. In this area, we offer trading and custody services, investment advice, selected investment recommendations as well as investment solutions – all from a single source. More information Our commitment For many years, our bank and our employees have devoted time and resources to a number of engagements in the social, cultural and scientific spheres. As a family-owned Zurich private bank in family ownership, Maerki Baumann is proud to make a contribution to the community. More information Investing responsibly and sustainably With the focus module “Equities Global”, we aim to address the clients’ increasing wish to have a positive impact on the environment and society in addition to generating a financial return. More information
Investment Policy Economic developments have helped the US more than Europe this year November 2023 Our December investment policy: Global economic data is mixed at present. While the US strengthened during the third quarter, this was almost solely down to an increase in inventories and a lower savings rate (in favour of consumer spending). Read more
Market Comment Small or large companies? November 2023 Our November market comment: Since 2022, the stocks of small- and mid-cap companies have tended to lag behind the performance of those of their large-cap blue chip counterparts in many countries. Read more
Media releases Maerki Baumann was awarded again 28. November 2023 Zurich-based Maerki Baumann & Co. AG was awarded the accolade of “summa cum laude” by the Elite Report for the 16th time. Read more
Finance Theme Sustainability-related investments October 2023 There are various definitions and forms of sustainable investing. Given the complexity of the market, it comes as no surprise that there is a sense of uncertainty among investors. The latest edition of our Finance Theme publication takes an in-depth look at this topic and provides guidance in navigating the intricate world of green investing. It explains why sustainable investing is becoming ever more popular in Switzerland and how we address this investment philosophy at Maerki Baumann. Read more
Media releases Maerki Baumann & Co. AG has had its top rating confirmed 27. April 2023 Zurich-based Maerki Baumann & Co. AG has once again been able to confirm its position at the top of Switzerland's private banking charts in 2023 after being named the second best Swiss private bank by the business magazine “Bilanz”. This is the fifth time that the family company has achieved a top rating after taking first place in 2022, 2021 and 2017 in addition to second place in 2019. After taking a leading position once more, Maerki Baumann was again recognised as a longstanding quality leader. Read more
Indirect real estate investments long-lasting and excellent track record first-class asset management in indirect real estate investments in Switzerland
Modular investing: simple and flexible Maerki Baumann’s asset management with the modular investment solution makes it possible to create portfolios tailored to individual client needs in a straightforward way. Start configurator
Digital assets – all from a single source Maerki Baumann is one of the very first Swiss private banks to offer access to this emerging asset class. In this area, we offer trading and custody services, investment advice, selected investment recommendations as well as investment solutions – all from a single source. More information
Our commitment For many years, our bank and our employees have devoted time and resources to a number of engagements in the social, cultural and scientific spheres. As a family-owned Zurich private bank in family ownership, Maerki Baumann is proud to make a contribution to the community. More information
Investing responsibly and sustainably With the focus module “Equities Global”, we aim to address the clients’ increasing wish to have a positive impact on the environment and society in addition to generating a financial return. More information