“Bilanz” private banking rating 2025

Maerki Baumann has once again been able to confirm its position at the top of Switzerland's private banking charts in 2025 after being named the second best Swiss private bank by the business magazine “Bilanz”. This is the seventh time that the family company has achieved a top rating after taking first place in 2024, 2022, 2021 and 2017 in addition to second place in 2023 and 2019. After taking a leading position once more, Maerki Baumann was again recognised as a longstanding quality leader.

The renowned private bank rating of the business magazine “Bilanz”, which sees a real private client accompanied on their search for a suitable bank, has been conducted for a 17th time. In total, around 100 banks were invited to prepare an investment solution based on a comprehensive request. This year, the dimensions of interaction between client advisors and their clients, the provision of holistic investment solutions, transparency, costs, risk disclosure and portfolio structure were once again assessed by a jury comprising several members. Maerki Baumann came through all test phases with flying colours and won the award for second best Swiss private bank. The additional accolade of being hailed a “longstanding quality leader” under-lines the high level of reliability and consistency demonstrated by the traditional bank in the area of client support, recognising its success in adapting to changing client needs and framework conditions over many years.