Modulare Anlagelösung

There are simple solutions for complex investment needs too.

Modular investment solution

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.

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.

Ask us

Learn more about the benefits of the modular investment solution and get in touch with our client advisor. We look forward to meeting you.

Christian Kappes

Christian Kappes

Member of Senior Management
Deputy Head Private Banking Switzerland

Discover further services

Find out more about other offertings such as our asset management and investment advice.