Maerki Baumann awarded for its investment solutions

Media release, 02. October 2014

Maerki Baumann awarded for its investment solutions

The renowned Institute for Wealth Accumulation (Institut für Vermögensaufbau, IVA) based in Munich, in collaboration with the independent company Swiss Benchmarking awarded its top quality seal (5 stars) to the investment solutions of Maerki Baumann. The quality tests are based on scientific methods developed in collaboration with Professor Thorsten Hens, Head of the Department of Banking and Finance at the University of Zurich. The 5-star quality seal certifies that the portfolios of Maerki Baumann are suitable for long-term growth and capital preservation.

The certification process was conducted for the first time at Maerki Baumann in the second quarter of 2014 and will continue on a quarterly basis. In particular, the asset management mandates applying the widespread investment strategies “Conservative” and “Balanced” are examined. The quality testing includes checks of the risk-return expectations and loss potential as well as the sensitivity of the portfolios in different market scenarios and a number of other parameters. Finally, transparency and marketable prices are the prerequisites for investment solution to qualify for certification.

Stephan A. Zwahlen, Deputy CEO, is delighted that the bank has been awarded this recognition: “The independent certification of our investment solutions endorses the high quality standards of asset management at Maerki Baumann. This award is both affirmation and motivation to continue in supporting our clients professionally in their long-term capital preservation and growth of their assets.”

Maerki Baumann & Co. AG – Private Bank

Founded in 1932, the Swiss private bank Maerki Baumann & Co. AG has its head office in Zurich and a branch office in Lugano. For generations, Maerki Baumann has been committed to its core business of investment advisory and asset management and the provision of services to external asset managers. As a non-listed family-owned bank, we are not under pressure to take risks to generate excessive returns, a quality that sets us apart from our competitors. Our investment philosophy is geared toward independence and security. Consequently, we do not develop or sell our own products and we maintain a solid equity base (Tier 1 ratio of 26.9 %). Maerki Baumann manages over CHF 6.6 billion in client assets, most of which originate from Switzerland.


Maerki Baumann & Co. AG - Private Bank
Dr. Stephan A. Zwahlen
Deputy Chief Executive Officer
Phone +41 44 286 25 25