Modular investment solution

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.

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As individual as you are

The modular investment solution functions according to the building block principle: Based on your risk profile and your investment targets, you define your investment strategy together with your client advisor. This strategy is then implemented through a number of different investment building blocks. These modules can be supplemented or modified over time, according to your preferences. You can incorporate your own ideas or take advantage of your client advisor's experience.

Your benefits at a glance

Comprehensive advice from your client advisor and additional specialists
Customised 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

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

Strategy module plus

The strategy module plus expands on the traditional investment strategy with the addition of up-and-coming alternative asset classes such as private market investments and crypto assets. These improve the risk-return profile and provide a unique offering on the market. It is based on the strategic and tactical asset allocation of the experienced Investment Committee, which analyses the financial markets, identifies opportunities and adjusts the allocation optimally every month.

Interested? Ask now!

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Would you like to find out more about the advantages of the modular investment solution? Contact one of our client advisors. We look forward to meeting you.