Private-Banking-Rating by "Bilanz"

Private-Banking-Rating

Private-Banking-Rating by "Bilanz"

The business magazine "Bilanz" has conducted its large-scale private banking rating exercise – focusing on actual clients – for the ninth time. Maerki Baumann scored well in all test phases and, in the final round, emerged as the best Swiss private bank. Bilanz accompanied a couple looking for a new bank over a period of six months. Offers from 80 financial institutions were evaluated. A high-calibre, seven-member jury headed by Professor Thorsten Hens, Director of the Institute for Banking and Finance at the University of Zurich and an expert consultant at the Munich-based Institut für Vermögensaufbau (Institute for Asset Accumulation), subjected the banks to rigorous testing. The analysis was based on 60 criteria which included elements such as advisory processes, investment proposals, service quality and value for money.

Dr. Stephan A. Zwahlen, CEO of Maerki Baumann & Co. AG, is delighted at the result: "This award amply confirms that we are able to impress both our clients and highly qualified experts with our services. We believe that our independent, honest and transparent business philosophy is in tune with the times." For Reinhard Rutz, the responsible client advisor, the deciding factors are clear: "We take plenty of time to understand our clients' needs. Our innovative, modular investment solution enables us to provide highly individual and flexible advice. This sets us apart from the general trend towards standardisation."

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