Private Anleger Beratung Zürich

We are here to support you in all matters relating to your assets.

Stéphane Zumello, Senior Investment Specialist
Jörg Krämer, Senior Client Advisor

Private clients

Private clients

Would you like to preserve and multiply your assets in the long term? Rely on our private banking experience, which has been built up over decades. As an independent, family-owned private bank, we know the value of personal client relationships and professional support.

Modulare Anlagelösung

Modular investing: straightforward and flexible

Our new modular investment solution combines the benefits of professional asset management with customised advice: You can combine the investment modules in keeping with your needs, developing an individual approach when selecting markets, asset classes and risks. Launch the configurator to see how easily it works.

Bilanz award
Awards

Bilanz Private Banking Rating 2022

Maerki Baumann & Co. AG has once more been able to confirm its position at the top of Switzerland’s private banking charts in 2022 after again being named the best Swiss private bank by the business magazine “Bilanz”. This is the fourth year in which Maerki Baumann won after taking top spot in 2021 and 2017 in addition to second place in 2019. Due to receiving the award once more, Maerki Baumann has also been declared a longstanding quality leader.

Get to know us

Would you like to find out more about our bank, our services or our specialist skills? We would happily make time for you, and look forward to your enquiry and a personal consultation.

Christian Kappes

Christian Kappes

Member of Senior Management
Deputy Head Private Banking Switzerland
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