Private Bank Zurich

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.

Our investment expertise

Rely on the experience and innovative strength of our investment specialists and our Chief Investment Officer to achieve your financial goals. We develop various investment solutions, which all focus on your needs. We would be happy to show you the possibilities.

Investment Policy

A balanced Investment Strategy

May 2018 – The growth trend of the global economy has undergone something of a change. Whereas the US economy continues to expand, buoyed by tax cuts and government spending, economic momentum in the Eurozone has slowed noticeably. The most significant economic growth is coming from the emerging markets, which is why we continue to favour equities from this segment. Like gold, bonds remain an important portfolio component for diversification purposes, particularly in an era of geopolitical uncertainty.

Market Comment

What the US–China trade dispute is all about

May 2018 - The trade dispute between the US and China should not be underestimated. However, a bit like the approach adopted by Ronald Reagan against Japan in the 1980s, the negotiation tactics adopted by President Trump could lead to a compromise that brings relief to the markets. The positions adopted by both sides, US and China, are understandable. Ultimately, what is at stake here is nothing less than global dominance in the area of geopolitically crucial technologies.

Market Comment

Geopolitics: Bonds and gold can help in temporary equity turbulences

April 2018 – The financial markets are under the spell of new geopolitical tensions. These have been triggered by a more hard-line policy on the part of the US re- acting to practices of Russia and China that it is no longer prepared to tolerate. In the medium term, equity markets are driven more by earnings and economic growth than by political events. In temporary phases of geopolitical uncertainty, bonds have historically performed well, while commodities such as gold have typically acted as a safe haven. Thus, bond and commodity modules are key components to hold as part of a complete portfolio.

Beste Schweizer Privatbank
Awards

Best Swiss private bank

Maerki Baumann & Co. AG has been named best Swiss private bank by the business magazine "Bilanz" in 2017. The high-calibre jury scrutinised 80 banks in last year’s private banking rating.

Swiss television

Maerki Baumann on Swiss television

The business magazine ECO discussed the new realities in private banking and the future of the Swiss financial centre on SRF1 in December 2017.

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.

Our commitment

Tonhalle-Orchestra Zurich

The Tonhalle-Orchestra Zurich has developed into one of Europe's leading musical ensembles in recent years. Maerki Baumann has been active as sponsor of Tonhalle for a number of years.

Tonhalle-Orchester Zürich
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