Maerki Baumann & Co. AG awarded "summa cum laude" by the editors of the Elite Report for 11th time

Media release, 27. November 2018

Maerki Baumann & Co. AG awarded "summa cum laude" by the editors of the Elite Report for 11th time

Maerki Baumann was able to systematically build on its strong performance of previous years and was awarded the Report's highest rating of "summa cum laude" for the 11th consecutive time. The Elite Report of Asset Managers examined 354 banks and asset management specialists from Switzerland, Germany, Austria, Luxembourg and Liechtenstein. The assessment is based on a company
survey, test purchases ("mystery shopping") and a poll of selected reference clients. The main assessment criteria are client focus, advisory quality, service, value for money, product transparency, expertise and degree of individualisation.

The jury of the specialist journal Elite Report invited guests to the awards ceremony in Munich on 27 November 2018. The award was accepted in person by Executive Board members Lukas S. Risi and Dr. Alexander Ising.

Maerki Baumann & Co. AG – Private Bank

The Zurich-based private bank Maerki Baumann & Co. AG focuses on its core competencies of investment advisory services and asset management as well as services for independent asset managers. The traditional bank is an unlisted family-owned company that takes a long-term view and offers its services exclusively from Switzerland. Its investment philosophy based on security, transparency and independence is reflected in the fact that it refrains from using proprietary products – as well as in its very solid capital base and in the bank's transparent performance. With its modular investment approach, the private bank underscores its aim of combining the traditional with the new. Maerki Baumann currently has assets under management of around CHF 7.5 billion, of which 80% are generated in business with Swiss and 10% with German clients.

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