Private Anleger Beratung Zürich

We are here to support you in all matters relating to your assets.

Stéphane Zumello, Senior Investment Specialist
Jörg Krämer, Senior Client Advisor

Private clients

Private clients

Would you like to preserve and multiply your assets in the long term? Rely on our private banking experience, which has been built up over decades. As an independent, family-owned private bank, we know the value of personal client relationships and professional support.

Modulare Anlagelösung

Modular investing: straightforward and flexible

Our new modular investment solution combines the benefits of professional asset management with customised advice: You can combine the investment modules in keeping with your needs, developing an individual approach when selecting markets, asset classes and risks. Launch the configurator to see how easily it works.

Bilanz Auszeichnung
Awards

Bilanz Private Banking Rating 2021

In 2021, the business magazine “Bilanz” again named Maerki Baumann the best Swiss private bank. This success reflects the quality and consistency of our approach to client support and investment advice. We emerged successful from each phase of the test, garnering the award as best Swiss private bank in the final round. After our 2017 triumph, this was the second time we came top; in 2019 we took second place.

We would like to say thank you for this gratifying recognition of our performance, which reflects the honest and partnership-based cooperation we enjoy with our clients.

Get to know us

Would you like to find out more about our bank, our services or our specialist skills? We would happily make time for you, and look forward to your enquiry and a personal consultation.

Christian Kappes

Christian Kappes

Member of Senior Management
Deputy Head Private Banking Switzerland
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