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

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Modular investment solution

Start the short movie about our modular investment solution and find out more about your say in the choice of Markets, investment classes and risks.

Modular investing – try it out now

Launch the Configurator and discover the advantages of the new modular investment solution.

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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