Current insights Our specialists continuously monitor and evaluate market developments. Benefit from our expertise. Artikel Typ Investment Policy Less oxygen for the financial markets? June 2022 The financial markets have now been under the spell of inflation developments for months. Although the rise in consumer prices did not start with the Ukraine war, the conflict has added fuel to the fire. While it is the increase in petrol and food prices that has attracted media headlines, the steady increase in core inflation, i.e. excluding energy and food, is largely being underestimated. Global central banks are responding by hiking interest rates and reducing monetary liquidity, leaving many investments vulnerable, especially those that had enjoyed historically high valuations. We are maintaining our equity position, which we have reduced since the fourth quarter of 2021, and favour more defensive Swiss equities. Read more Market Comment “4 minutes with CIO Gérard Piasko” June 2022 At the end of June 2022, our Chief Investment Officer, Gérard Piasko, spoke with Marc Jäggi, Head Moderation at Radio 1, about the medium-term monetary policy of the US and Switzerland and the need for further interest rate hikes. Read more Articles and interviews The “perfect” storm – and how we counter it 30. June 2022 In the short discussion between our Head Investment Management, Konstantinos Ntefeloudis, and Marc Jäggi, Head Moderation at Radio 1, you will hear how we are bracing ourselves against the “perfect” storm and what forecasts we are making for the second half of 2022. Read more Finance Theme Decentralised finance (DeFi): the financial system of the future? June 2022 Decentralised finance, or “DeFi” for short, is on everyone’s lips. While some expect the new decentralised financial system to replace the traditional industry logic, others believe it is nothing more than hype and will vanish again. What is certain is that DeFi applications are among the fastest growing sectors of the crypto industry and are now worth billions. Only time will tell whether DeFi actually becomes an alternative financial system. However, it is certainly worth looking into already. Read more Event Realisation of an Anton Bruckner Cycle – how does it work? June 2022 On Tuesday evening, 14 June 2022, our guests had the unique opportunity to experience how the Anton Bruckner cycle is being prepared by the Tonhalle Orchestra Zurich and its music director, Paavo Järvi. An entertaining podium discussion which inspired! Read more Media releases Maerki Baumann & Co. AG named the best Swiss private bank by the business magazine “Bilanz” for a second time in a row 29. April 2022 Zurich-based Maerki Baumann & Co. AG has once more been able to confirm its position at the top of Switzerland’s private banking charts in 2022 after again being named the best Swiss private bank by the business magazine “Bilanz”. Due to receiving the award once more, Maerki Baumann has also been declared a longstanding quality leader. Read more Event Finanz’22 – “The future of finance” April 2022 Thank you for your visit at our stand A.11 at Finanz’22! Read more Media releases Strong business result and new member of the Board of Directors 12. April 2022 In 2021, Maerki Baumann recorded a very pleasing business performance with substantial growth: client assets under management exceeded the symbolic threshold of CHF 10 billion for the first time, while net profit was doubled relative to the previous year to CHF 7.7 million. 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 Journal Journal May 2022 – 90 years of active entrepreneurship: This is Maerki Baumann’s story in a nutshell. It begins with the drive and vigour of the founder Friedrich Maerki and extends to the strategic foresight demonstrated by the siblings Hans G. Syz-Witmer and Dr Carole Schmied-Syz. As shareholders and in their roles as Chairman and Vice-Chairwoman of the Board of Directors, they have been devoted to ensuring the independence and successful further development of our private bank for more than 20 years. You can find various facts as well as anecdotes in our latest edition of “Journal”. You will also learn directly from our owners how a 90-year-old company succeeds in combining tradition with an innovative spirit. Download PDF E-Book 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 Digital assets – Everything from a single source Maerki Baumann is one of the very first Swiss private banks to offer access to this emerging asset class. In this area, we offer trading and custody services, investment advice, and selected investment recommendations – all from a single source. Read more Our commitment Tonhalle-Orchestra Zurich The Tonhalle-Orchestra Zurich has developed into one of Europe’s leading musical ensembles in recent years, winning a number of prestigious prizes around the world. We have been active as sponsor of the Tonhalle for a number of years, and our substantial financial commitment contributes to the orchestra’s ability to perform at the very highest level. Moreover, our owner family has a close personal association with the institution, being represented on the management bodies of the Tonhalle Society. Read More
Investment Policy Less oxygen for the financial markets? June 2022 The financial markets have now been under the spell of inflation developments for months. Although the rise in consumer prices did not start with the Ukraine war, the conflict has added fuel to the fire. While it is the increase in petrol and food prices that has attracted media headlines, the steady increase in core inflation, i.e. excluding energy and food, is largely being underestimated. Global central banks are responding by hiking interest rates and reducing monetary liquidity, leaving many investments vulnerable, especially those that had enjoyed historically high valuations. We are maintaining our equity position, which we have reduced since the fourth quarter of 2021, and favour more defensive Swiss equities. Read more
Market Comment “4 minutes with CIO Gérard Piasko” June 2022 At the end of June 2022, our Chief Investment Officer, Gérard Piasko, spoke with Marc Jäggi, Head Moderation at Radio 1, about the medium-term monetary policy of the US and Switzerland and the need for further interest rate hikes. Read more
Articles and interviews The “perfect” storm – and how we counter it 30. June 2022 In the short discussion between our Head Investment Management, Konstantinos Ntefeloudis, and Marc Jäggi, Head Moderation at Radio 1, you will hear how we are bracing ourselves against the “perfect” storm and what forecasts we are making for the second half of 2022. Read more
Finance Theme Decentralised finance (DeFi): the financial system of the future? June 2022 Decentralised finance, or “DeFi” for short, is on everyone’s lips. While some expect the new decentralised financial system to replace the traditional industry logic, others believe it is nothing more than hype and will vanish again. What is certain is that DeFi applications are among the fastest growing sectors of the crypto industry and are now worth billions. Only time will tell whether DeFi actually becomes an alternative financial system. However, it is certainly worth looking into already. Read more
Event Realisation of an Anton Bruckner Cycle – how does it work? June 2022 On Tuesday evening, 14 June 2022, our guests had the unique opportunity to experience how the Anton Bruckner cycle is being prepared by the Tonhalle Orchestra Zurich and its music director, Paavo Järvi. An entertaining podium discussion which inspired! Read more
Media releases Maerki Baumann & Co. AG named the best Swiss private bank by the business magazine “Bilanz” for a second time in a row 29. April 2022 Zurich-based Maerki Baumann & Co. AG has once more been able to confirm its position at the top of Switzerland’s private banking charts in 2022 after again being named the best Swiss private bank by the business magazine “Bilanz”. Due to receiving the award once more, Maerki Baumann has also been declared a longstanding quality leader. Read more
Event Finanz’22 – “The future of finance” April 2022 Thank you for your visit at our stand A.11 at Finanz’22! Read more
Media releases Strong business result and new member of the Board of Directors 12. April 2022 In 2021, Maerki Baumann recorded a very pleasing business performance with substantial growth: client assets under management exceeded the symbolic threshold of CHF 10 billion for the first time, while net profit was doubled relative to the previous year to CHF 7.7 million. Read more
Indirect real estate investments long-lasting and excellent traek record first-class asset management in indirect real estate investments in Switzerland