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

Diversify with focus modules including commodities as inflation picks up

May 2018 – A combination of several events occurring at the same time can surprise markets. Most recently, fresh US sanctions against Iran (which drove up the oil price), the latest European economic data (unexpectedly weak) and higher US inflation gave a surprisingly big boost to the dollar, as US interest rates are rising more than those of other regions. Given rising US inflation, diversification through different focus modules – including commodities – makes sense.

Market Comment

No Italian Summer?

June 2018 - Italy finally has a new government. But the new coalition's policy plans put it on a path to confrontation with the EU, as Italy feels it has been left in the lurch. The realization of these electoral promises could trigger a massive increase in Italy's budget deficit, as well as turbulence in the eurozone. European equities now come with higher risks attached.

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.

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
top