Maerki Baumann among the top 10 wealth managers in the German-speaking region for the first time

Zurich, 21 November 2025 – The Zurich-based private bank Maerki Baumann & Co. AG has been named one of the best ten wealth managers in the German-speaking region for the first time by the Elite Report. The bank was also once again awarded the accolade “summa cum laude”, thereby confirming the top rating it has held in recent years.

For the 18th time in succession, Maerki Baumann was awarded the accolade “summa cum laude” by the experts of the Elite Report and is thus once again ranked among the best wealth managers in the German-speaking region this year. As part of the ranking published in cooperation with the Handelsblatt newspaper, the Zurich-based private bank secured a place among the ten best wealth managers for the first time. Roger Arnet, Head Private Banking Germany, and Konstantinos Ntefeloudis, Head Investment Management, accepted the award in person at the ceremony in Salzburg.

For its annual evaluation, the Elite Report examined a total of 386 banks and wealth managers from Switzerland, Germany, Austria and the Principality of Liechtenstein. The test results were collected on the basis of a questionnaire, test visits and a survey of selected reference clients. The assessment incorporated criteria such as client focus, advisor quality, service, value for money, product transparency, expertise and the degree of individualisation.

Maerki Baumann made a particularly convincing impression with its tailor-made investment strategy, its systematic investment process characterised by a defensive growth approach, and its strong client focus and advisory expertise in the area of traditional and digital assets. Lukas S. Risi, Head Private Banking and Deputy CEO, commented: “The award confirms that our consistent focus on security, quality and reliability is paying off. At the same time, it provides us with an important incentive to maintain our high advisory standards and to expand our services in a targeted manner for the benefit of our clients”. 

Maerki Baumann & Co. AG – Private Bank
The Zurich-based private bank Maerki Baumann & Co. AG was founded in 1932. It focuses on its core competencies in the areas of investment advice and asset management as well as in serving independent asset managers. Steeped in tradition, the private bank owned by the Zurich-based Syz family sets itself apart through its independence, security and transparency. With its innovative modular investment approach and comprehensive crypto services, the private bank underlines its claim of combining the tried-and-tested with the new. The family company has around 100 employees and approximately CHF 12 billion in client assets under management, primarily from Switzerland and Germany. Further information can be found at http://www.maerki-baumann.ch/en and http://www.archip.ch/en.

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