Modular investment solution

Our modular investment solution combines the benefits of professional asset management with customised advice: You combine the investment modules in keeping with your needs, developing an individual approach when selecting markets, asset classes and risks.

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Bespoke strategy

The modular investment solution functions according to the building block principle: Based on the risk profile and the investment objectives, the investment strategy is established and then implemented through a variety of modules. The modules cover a broad investment spectrum, and can be combined in a different way at any time. Thanks to its flexibility, this model wholly meets the complex investment needs of institutional investors.

Your benefits at a glance

Comprehensive advice from your client advisor and additional specialists
Customized investment strategy
Professional implementation of investment strategy
Ongoing, system-based monitoring of portfolio
Flexible adjustment of investment strategy at any time
Transparent pricing model and reporting

Maerki Baumann Privatbank Zürich Akzentmodule Teaserbild

The focus modules

Asset management with the modular investment solution from Maerki Baumann works according to the building block principle: Your investment strategy is replicated through various building blocks (so-called basic and focus modules), which can be flexibly combined with each other.

Learn more about our focus modules.

To the focus modules