Beratungssituation

Maerki Baumann again recognised as a longstanding quality leader

Thanks to once again achieving a top rating in the “Best Private Bank” category, Maerki Baumann has also been named a “longstanding quality leader” in 2023

We would like to thank the business magazine “Bilanz” for this recognition, which once more confirms that we are on the right track with our quality demands in terms of a consistent focus on client needs and a high degree of individualisation in our service provision.

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In serving our clients, we strive for both high quality and consistency

Trust is the foundation of a relationship stretching across generations. We consider it very important to take a holistic view of asset management. Our client advisors put their heart and soul into the business of looking after, servicing and enthusing our clients in a professional way. Our focus lies on the individual needs and wishes of our clients. We value their trust as the basis for a long-term partnership and the sustainable development of client assets.

 

You can’t buy trust, you have to earn it

Our enduring client relationships are testimony to the fact that we satisfy the needs of our clients and deliver on the claims we make. As a modern Swiss private bank, we make full use of our entrepreneurial agility and flexibility. Our services are personal and tailored to each individual client relationship. With our individual Modular Investment Solution clients can combine a number of different basic and focus modules and thereby shape their own asset allocation.

Trust has a future. We will vouch for that. 

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The client-oriented corporate culture and high level of agility of Maerki Baumann are shaping the successful further development of our family company. We take advantage of new trends and investment opportunities to expand our offering on a continuous basis. Especially in times of heightened uncertainty, Maerki Baumann’s strengths as an owner-managed private bank, which are underpinned by a solid equity base, high liquidity reserves and professional risk management, come to the fore.


Dr Stephan A. Zwahlen, Chief Executive Officer   

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We deploy our broad wealth of professional expertise to assist you in all matters relating to your assets. We want to understand your needs and offer you customised solutions.

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In serving our clients, we set great store by high quality and consistency. Our client advisors put their expertise and many years of experience at your disposal: they will gladly offer you professional advice and highlight the individual options open to you. 

Christian Kappes

Christian Kappes

Member of Senior Management
Deputy Head Private Banking Switzerland
E-Mail
+41 44 286 25 72
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