Maerki Baumann & Co. AG awarded “summa cum laude” by the editors of the Elite Report for 13th time

Media release, 26 November 2020

Maerki Baumann & Co. AG awarded “summa cum laude” by the editors of the Elite Report for 13th time

Zurich, 26 November 2020 – The Zurich-based private bank Maerki Baumann & Co. AG has confirmed its top rating of previous years for 2021, too, having been awarded the rating “summa cum laude” by the German Elite Report on Asset Managers for the 13th time running. This year, Maerki Baumann, together with another Swiss bank, was named Best Swiss Asset Manager. It has thus secured its leading position as one of the best banks in German-speaking Europe.

Maerki Baumann was able to systematically build on its strong performance of previous years and was awarded the Report’s highest rating of “summa cum laude” for the 13th consecutive time. Lukas S. Risi, Deputy Chief Executive Officer, is delighted by the award: “As a family-owned private bank, we attach great importance to independence and security. We are proud that these values have received such great recognition from our clients”.

As a family-owned private bank, we attach great importance to independence and security. We are proud that these values have received such great recognition from our clients.

Lukas S. Risi, Deputy Chief Executive Officer

The Elite Report of Asset Managers examined approximately 350 banks and asset management specialists from Switzerland, Germany, Austria, Luxembourg and Liechtenstein. The assessment is based on a company survey, test purchases (“mystery shopping”) and a poll of selected reference clients. The main assessment criteria are client focus, advisory quality, service, value for money, product transparency, expertise and degree of individualisation.

Due to the spread of the coronavirus, the jury of the specialist journal Elite Report held a virtual awards ceremony on 25 November 2020. It was broadcast live from the Handelsblatt studio in Düsseldorf.

Maerki Baumann & Co. AG – Private Bank
Founded in 1932, the Zurich-based private bank Maerki Baumann & Co. AG focuses on its core competencies of investment advisory services and asset management, as well as providing services for independent asset managers. The traditional bank, which is open to modern technologies, is an unlisted family-owned company that takes a long-term view and offers its services from Switzerland only. Its investment philosophy based on independence, security and transparency is reflected in the fact that it refrains from using proprietary products, as well as in its very solid capital base and in the bank’s transparent performance. With its crypto offering and its modular investment approach, the private bank underlines its aim of combining the traditional with the new. Maerki Baumann has assets under management of around CHF 8 billion, of which more than 80% originated in Switzerland and about 10% in Germany.

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