Maerki Baumann & Co. AG - Privatbank

What can I do to
make my grandchildren
inherit my assets?

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1.High quality

High quality and consistency in client advice –
that’s what sets us apart.

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3. Maerki Baumann & Co. AG - Privatbank

We focus on sustainable development,
not short-term success.

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(löschen) Vorsorgeberatung

It is never too early
to plan your retirement.

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Privatbank Maerki Baumann - Individuelle Anlageberatung

Independence is the better
advisor than self-interest.

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Innovative access to
diversified private equity portfolio

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Private Bank Zurich

Current insights

Our specialists continuously monitor and evaluate market developments.
Benefit from our expertise.

Go with your head rather than your gut

Investors are driven by desires and expectations and therefore frequently act irrationally when making investment decisions. As a result, they often take unnecessary risks. The field of “behavioural finance” (located at the interface between economics and psychology) addresses this weakness in investor behaviour and provides a basis for taking smarter investment decisions.

Decentralised finance (DeFi): the financial system of the future?

Decentralised finance, or “DeFi” for short, is on everyone’s lips. While some expect the new decentralised financial system to replace the traditional industry logic, others believe it is nothing more than hype and will vanish again. What is certain is that DeFi applications are among the fastest growing sectors of the crypto industry and are now worth billions. Only time will tell whether DeFi actually becomes an alternative financial system. However, it is certainly worth looking into already.

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.

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