Zurich, 28 November 2024 – Zurich-based Maerki Baumann & Co. AG confirmed its top rating of the past few years and was awarded the accolade of “summa cum laude” by the Elite Report for the 17th time in succession.Maerki Baumann can once again count itself among the elite asset managers in German-speaking countries this year. At an awards ceremony in Salzburg, the private bank was given the honour of “summa cum laude” by the Elite Report, which is published in cooperation with the Handelsblatt newspaper, for the 17th time in succession. Lukas S. Risi, Deputy CEO and Head Private Banking, Roger Arnet, Head Private Banking Germany, and Konstantinos Ntefeloudis, Head Investment Management, accepted the award in person in Salzburg. Lukas S. Risi: “Our clients are at the centre of everything we do. The award confirms that we are always open and flexible in order to meet the diverse needs of our clients”.For its annual evaluation, the Elite Report examined banks and asset 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 the criteria of 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 investment philosophy of “security over return” as well as its outstanding advisory expertise in the area of traditional and digital assets. Maerki Baumann & Co. AGThe 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. Maerki Baumann holds a banking licence and is subject to the supervision of the Swiss Financial Market Supervisory Authority (FINMA). The family company has around 100 employees and more than CHF 10 billion in client assets under management, primarily from Switzer-land and Germany.http://www.maerki-baumann.ch/en and http://www.archip.ch/enEnquiriesMaerki Baumann & Co. AGDr Stephan A. ZwahlenChief Executive Officerstephan.zwahlen@maerki-baumann.ch Download press release