4 minutes with Gérard and Kostas

Newly published video about the major financial markets and our current investment policy

“4 minutes with Gérard and Kostas”

The die has been cast: The new American President is Joseph Robinette “Joe” Biden, Jr. – a Democrat. What effect will this result have on the financial markets? How should you as an investor position yourself with your assets? Our CIO, Gérard Piasko, provided answers on Monday afternoon, 9 November 2020.

Our Head of Investment Management, Konstantinos Ntefeloudis, also comments on our “Defensive Growth” investment approach in this video, which is the basis for the portfolios entrusted to us. For example, our focus is on high-quality companies with sustainable profitability and stable growth. In addition, this approach generally showed greater stability even in this very volatile year.

In addition to our current investment policy, your Maerki Baumann client advisor is naturally available to you for further questions. He is also your contact person should you be interested in our innovative, modular investment solution in these volatile times.


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“Our focus lies on investments with a defensive character that are less sensitive to the overall market and less dependent on economic developments.”

Gérard Piasko, Chief Investment Officer

Gérard Piasko

Gérard Piasko

Gérard Piasko is CIO and head of the investment committee of private bank Maerki Baumann & Co. AG. Before he was for many years CIO of Julius Baer, Sal. Oppenheim and Deutsche Bank.

“We look for companies that act defensively when volatility rises but become active during a bull market.”

Konstantinos Ntefeloudis, Head of Investment Management

Konstantinos Ntefeloudis

Konstantinos Ntefeloudis

Konstantinos Ntefeloudis is Head of Investment Management of private bank Maerki Baumann & Co. AG. He is also responsible for looking after our external asset managers. Before he was for many years portfolio manager at Vontobel and Falcon Private Bank.

Important legal information:

This video is intended for information and marketing purposes only, and is not geared to the conclusion of a contract. It only contains the investment policy of Maerki Baumann & Co. AG (hereinafter MBC) and an assessment of selected financial instruments. Consequently, this video does not constitute investment advice or a specific individual investment recommendation, and is not an offer for the purchase or sale of investment instruments. The question of whether to follow a recommendation from MBC is the sole responsibility of the investor, who assumes all the risks relating to his or her investment decisions, even if the decisions are based on a recommendation of MBC. Investments in any financial product should only be made after a thorough inspection of the most recent relevant legal documentation, taking into consideration any sales restrictions and risk factors mentioned.

This video contains statements and information from sources that MBC considers to be reliable. Although MBC has made every effort to ensure that the information in this video was correct at the time it was compiled, MBC can offer no undertaking or guarantee, either expressly or implicitly, regarding the correctness, reliability or completeness of the said information and opinions. Any opinions expressed in this video solely reflect those of MBC at the time of publication (subject to change). The information contained in this video may already have been used by MBC, its bodies or its employees prior to publishing. In addition, a relationship may exist or have existed between bodies or employees of MBC and companies mentioned in this video. The information and assessments contained herein may be changed at any time. MBC accepts no liability whatsoever for the content of this video. In particular, it accepts no liability for losses of any kind, whether direct, indirect or consequential, incurred as a result of using the information contained in this video and/or that could arise from the risks inherent in the financial markets. 

Investors should note that past performance of an investment is no guarantee of future results, and that investments may increase or decrease in value, and the investor may be required to make additional payments for certain products. Moreover, investments denominated in foreign currencies are also subject to exchange rate fluctuations, which can affect their performance. The information in this video is in no way to be understood as an assurance of future performance. MBC does not provide any legal or tax advice. Before buying any of the financial instruments in this video, therefore, the investor must obtain independent legal or tax advice regarding the suitability of such investments, as tax treatment always depends on the personal circumstances and can change at any time. This video also covers a number of countries, which is why there is a risk that certain products may be suboptimal or even detrimental for an individual investor in terms of tax. Moreover, the information contained in this video on EU savings tax and transparency under German tax law may change at any time.

In accordance with the Federal Law on Banks and Savings Banks, in the event of bankruptcy of any Swiss bank all safe custody assets (securities, precious metals, etc.) can be segregated and deposits, particularly bank accounts up to CHF 100,000, protected by the Agreement by Swiss Banks and Securities Dealers on Deposit Insurance.

Editorial deadline: 9 November 2020

Maerki Baumann & Co. AG
Dreikönigstrasse 6, CH-8002 Zurich
T +41 44 286 25 25, info@maerki-baumann.ch