Autor: Gérard Piasko, Chief Investment Officer

Resurgent uncertainties call for a more balanced spread of asset classes.

Investment Policy, October 2021

Author: Gérard Piasko, Chief Investment Officer

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Investment Policy

Keep it balanced

The key capital markets look to be entering a new test phase as the days start to shorten. Although a normalisation of US monetary policy appears imminent, it is likely to be effected slowly.

Market Comment

The changing face of China

China has changed. Whereas in 2020 the country was still clearly an engine driving economic activity and attracting investors, it has now become a negative factor for the stock markets. What lies behind this?

Finance Theme

Digital assets – today and tomorrow

The quest for assets that enjoy inherent protection against inflation is increasingly raising investor awareness of the world of digital assets (cryptocurrencies and tokens). For example, Bitcoin has recorded an impressive rise of around 500% since the stock markets hit bottom in March 2020 – and this already includes the sharp setback in May 2021. But: How will things play out over the remainder of this investment year?

Maerki Baumann - private bank - Zurich - Journal - July 2021


July 2021 - In this issue of our “Journal” we give you some insights into the rapidly evolving financial services industry – and into the structural change affecting private banking. What are the main drivers of this change? How does Maerki Baumann position itself as a private bank? And what are the implications for you as a client? It could be summed up like this: as a small, agile private bank, we are extremely well positioned when it comes to the digital transformation – an area in which the size of the company plays only a minor role. We focus on being ready to embrace innovation and, with our clients’ interests in mind, on shaping our own future as a business. And in doing so, we can look forward with optimism to what the future will bring.

Our publications

Find out more about current market events and topics from the investor's perspective.


Investment Policy

The Investment Policy summarises our company's investment strategy on the macro-economic level as well as from the viewpoint of the individual asset classes.


Market Comment

The Market Comment is published monthly and sheds light on current topics from the investor's point of view.


Finance Theme

In the Finance Theme we cover interesting topics around money and wealth off the daily market developments.


Annual Report 2020

The annual reports of Maerki Baumann & Co. AG provide an overview of the bank's business activities, income stalement and balance sheet.