Digital assets – simplified access without the technical headache!

Digital assets – simplified access without the technical headache!

Do you believe that digital assets are the money of the future? Would you like to expand your portfolio of assets with cryptocurrencies and tokens? Are you hesitant about which digital assets you should invest in?

Reliable trading, secure custody, and in-depth investment advice with regard to your digital assets: all available from the “one-stop shop” of Maerki Baumann, an independent Swiss private bank headquartered in Zurich.

Build up your digital assets with us – in a way that is reliable, secure, regulated and Swiss.

Investment advice based on FinSA and MiFID

Take advantage of our in-depth expertise to form your own opinion about this still young asset class, and exploit it to your own advantage.

“We are often asked whether digital assets are the future. Thanks to the broad knowledge of our investment specialists and partners, you can now arrive at your own informed opinion on how to invest into digital assets.”

Dr Stephan A. Zwahlen, Chief Executive Officer

The new investment advisory services encompass direct investments in the most common cryptocurrencies and tokens, as well as the corresponding collective investments. Advice is based on the multiple-award-winning, uniform advisory process developed by Maerki Baumann, which complies with both Switzerland’s Federal Financial Services Act (FinSA) and the European Union’s Markets in Financial Instruments Directive (MiFID).

Our clearly structured process ensures that investments in digital assets, which can involve significant market fluctuations, can be made in keeping with your individual risk profile, with any recommendation tailored to your personal preferences.

Maerki Baumann – your reliable partner for digital assets

As a regulated bank under Swiss law, we have proven processes and innovative security solutions in place to guarantee that all relevant legal and regulatory requirements are strictly complied with, even in this relatively new business area.

In addition, you benefit from the numerous opportunities offered by an experienced, reliable and family-owned private bank.

Your benefits with us

  • Security and reliability of a Swiss private bank
  • Personal contact partner
  • Custody based on highly secure technologies
  • Digital assets integrated into your asset overview – which you can call up at any time via e-banking or with the Mobile Banking app.
  • In-depth investment advice on the most common cryptocurrencies and tokens

Do you have any questions on digital assets? We are here for you.

Christian Kappes

Christian Kappes

Deputy Head Private Banking Switzerland
Member of Senior Management
Roger Arnet

Roger Arnet

Head Private Banking Germany
Head External Asset Managers
Member of Senior Management

Important legal information

Please note that the crypto services described in this landing page can only be provided to clients domiciled in Germany to a limited extent at present; this is due to the national regulations that apply in this area. Our crypto offering here comprises trading, custody and investment advice in connection with certificates, funds and structured products based on digital assets.

This landing page is intended for information and marketing purposes only, and does not constitute investment advice or a specific individual investment recommendation. It is not a sales prospectus and does not constitute a request or an offer or a recommendation to buy or sell investment instruments or investment services, or to engage in any other transaction.

Maerki Baumann & Co. AG does not provide legal or tax advice. Investors are therefore advised to obtain independent legal or tax advice concerning the suitability of such investments, since their tax treatment depends on the personal circumstances of the investor in question and is subject to change at any time. Maerki Baumann & Co. AG holds a Swiss banking licence issued by the Financial Market Supervisory Authority (FINMA).
 

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