Current insights Our specialists continuously monitor and evaluate market developments. Benefit from our expertise. Artikel Typ Investment Policy Will the recovery be U-, V-, or W-shaped? Best to keep things balanced... August 2020 Read our investment policy, which summarises our company's investment strategy on the macro-economic level as well as from the viewpoint of the individual asset classes. Main topic of the current issue: The types of economic recovery. Read more Market Comment Eurozone equities – an appropriate addition to a portfolio July 2020 Find out with our market comment about current market developments and topics from the investor's point of view. Main topic of the current issue: The valuation of Eurozone equities compared with the MSCI world index. Read more Articles and interviews Sustainable investments - Investing responsibly and sustainably 01. July 2020 Economic, social and environmental criteria are increasingly important considerations for investors, as is the promotion of future technologies. Short article on sustainable investments, in cooperation with Globalance Selection. Read more Media releases Maerki Baumann & Co. AG embarks on joint venture with Globalance Bank and strengthens its offering in the area of sustainable investments 01. July 2020 Maerki Baumann has entered into a joint venture with Globalance Bank in the area of sustainable investments. Read more Event Cryptocurrencies – the money of the future June 2020 On Thursday, 25 June 2020, the webinar “Cryptocurrencies – the money of the future” took place in which our experts of the Crypto Desk introduced the new realm, explained some of the latest challenges and presented our solutions to them. Read more Our Services We offer sustainable and proven investment solutions, specially tailored to private clients, institutional clients or external asset managers. Benefit from our professional advice and individual service − we look forward to hearing from you. Contact us Private clients Institutional clients Blockchain- and crypto companies External asset managers Indirect real estate investments long-lasting and excellent traek record first-class asset management in indirect real estate investments in Switzerland Investing responsibly and sustainably A growing number of investors feel that their investments should not just generate a financial return but also make a positive contribution to the environment and society. With our “Equities Global Impact” focus module, which forms part of our innovative modular investment solution, we are meeting the increasing client demand for sustainable investments. Read More Modular investment solution Our modular investment solution combines the benefits of professional asset management with personalized advice: It allows for specific, individual solutions to be developed for even complex client needs. Launch the Configurator and discover the advantages of the innovative modular investment solution. Launch configurator Awards Certification of our client advisors In close cooperation with the company Gsponer Management Consulting, all our client advisors were successfully certified at the end of 2019. This creates a uniform, binding framework for quality in which the advice given has the effect of strengthening our clients' trust in us. Read more Our commitment Zurich Donors’ Parliament Thanks to the contributions of its members as well as donations, the Zurich Donors’ Parliament (“Zürcher Spendenparlament”, ZSP) supports social and cultural projects aimed at assisting with the integration of young people, families of immigrant background, refugees, the elderly, the disabled and those suffering from dementia. Ever since 2011, Maerki Baumann has supported the Advisory Council – founded in 2010 – in a membership capacity. Read More
Investment Policy Will the recovery be U-, V-, or W-shaped? Best to keep things balanced... August 2020 Read our investment policy, which summarises our company's investment strategy on the macro-economic level as well as from the viewpoint of the individual asset classes. Main topic of the current issue: The types of economic recovery. Read more
Market Comment Eurozone equities – an appropriate addition to a portfolio July 2020 Find out with our market comment about current market developments and topics from the investor's point of view. Main topic of the current issue: The valuation of Eurozone equities compared with the MSCI world index. Read more
Articles and interviews Sustainable investments - Investing responsibly and sustainably 01. July 2020 Economic, social and environmental criteria are increasingly important considerations for investors, as is the promotion of future technologies. Short article on sustainable investments, in cooperation with Globalance Selection. Read more
Media releases Maerki Baumann & Co. AG embarks on joint venture with Globalance Bank and strengthens its offering in the area of sustainable investments 01. July 2020 Maerki Baumann has entered into a joint venture with Globalance Bank in the area of sustainable investments. Read more
Event Cryptocurrencies – the money of the future June 2020 On Thursday, 25 June 2020, the webinar “Cryptocurrencies – the money of the future” took place in which our experts of the Crypto Desk introduced the new realm, explained some of the latest challenges and presented our solutions to them. Read more
Indirect real estate investments long-lasting and excellent traek record first-class asset management in indirect real estate investments in Switzerland