This is the sixth time that the family company Maerki Baumann has achieved a top rating after taking first place in 2017, 2021 and 2022 in addition to second place in 2019 and 2023. After taking a leading position once more, Maerki Baumann was again recognised as a "longstanding quality leader".

Once again, the aim was to convince a real private client during their search for the right private bank. We were invited to develop an individual investment solution that would comply with stringent ESG criteria on the basis of a comprehensive request. As one of the few selected finalists, we had the opportunity to present our proposal live in front of the jury and the client, who took part via video call.

Our advisory and investment approach succeeded in fully convincing the independent expert jury that was assigned by the Swiss business magazine "Bilanz". We successfully navigated all of the test phases, prevailed against more than 100 other institutions and were able to come out on top in the final with a sensational team effort not only as Switzerland's best private bank, but also as the overall winner for the first time.