Welcome to Maerki Baumann & Co. AG
private bank in Zurich

Maerki Baumann & Co. AG is an innovative, family‑owned private bank with a strong banking tradition. Its headquarters are in Zurich, Switzerland. We are active in private banking and concentrate fully on our core business of investment advisory and asset management. Our very solid capital base, commitment to transparency and decision not to develop or sell products of our own assure clients a high level of independence and security. We earn the trust of our private and institutional clients by focusing our business activities on their needs. The same is true of the services we provide external asset managers.

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

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

Elite Report: summa cum laude

The private bank Maerki Baumann & Co. AG achieved the highest distinction of ʺsumma cum laudeʺ in the Elite Report and was ranked number 2 among Swiss banks. Maerki Baumann & Co. AG succeeded in re-affirming its leading position among the top banks in Europe's German-speaking countries.

Read more

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.

Read more

Verwandte Inhalte

  • News

    Equities as a better kind of bonds?

    24.06.2015 - 

    Yields on Swiss franc-denominated bonds with high quality are now at very low or even negative levels. What can an investor who in the past was holding a high bond proportion in his portfolio do about it? Should he invest a significantly higher proportion in equities?

    Author: Daniel Egger, Chief Investment Officer / Medium: Investment Comment

    More

  • News

    Improving post-tax returns - reclaiming withholding tax on dividends

    23.06.2015 - 

    Dividends are an important revenue source, even more so in today's zero interest environment. But taxation reduces the dividend yield. The latest issue of Investment Theme covers the topics of reclaiming dividend taxes, when it's worth the effort and what needs to be considered.

    Author: Milko G. Hensel, Business Development & Tax / Medium: Investment Theme

    More

  • News

    Beyond the Greek saga

    09.06.2015 - 

    The so-called "seasonality" of equities is frequently cited in the press as a reason why the summer months can deliver unwelcome developments for equity investors. True, the MSCI World Equity Index posted a temporary high at the end of April, but this was then equalled in the middle of May. Even though we should anticipate a correction at any time in response to bad news (Greece, Ukraine, Yemen, the South China Sea, to mention just a few flashpoints), even in the seasonally weakest month of them all (September, with an average negative performance of 0.95%), 23 out of 44 (i.e. 53%) of these months since 1970 have actually delivered a positive performance.

    Author: Daniel Egger, Chief Investment Officer / Medium: Investment Comment

    More

  • News

    Bequests and gifts in Europe

    27.05.2015 - 

    The holiday home in Spain, the safekeeping account in Switzerland, the grandparents’ house in Italy – these days many people have assets in several different countries. Parents, grandparents or siblings bequeath or gift assets to them. When assets are transferred, regulations and taxes in the home country can often be highly complicated. And if the transfer crosses borders, the situation becomes totally confusing. The complex topic is discussed in our publication “Bequests and gifts in Europe”.

    Author: Milko G. Hensel, Business Development & Tax / Medium: Investment Theme

    More

Contact

Head Office
Dreikoenigstrasse 6
CH‑8002 Zurich
Phone: +41 44 286 25 25

Lugano Branch Office
Contrada di Sassello 2
CH‑6900 Lugano
Phone: +41 91 922 26 21

Contact