Private Bank Zurich

Maerki Baumann «Journal»

The journal is published every six months and offers our clients and interested people the opportunity to discover new perspectives of Maerki Baumann and get to know the Bank and its employees better.

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.

Our investment expertise

Rely on the experience and innovative strength of our investment specialists and our Chief Investment Officer to achieve your financial goals. We develop various investment solutions, which all focus on your needs. We would be happy to show you the possibilities.

Investment Policy

Global economy still fragile, geopolitical situation unstable

July 2019 – The global economy is still fragile, and the geopolitical situation remains unstable. The US central bank has hinted at possible rate cuts, but these are already priced in by markets. The investment policy remains “security before return”, with a partial underweighting of equities being our preferred method of capital protection. Equity markets experienced another sharp rise in valuations in June. Economic and geopolitical uncertainties are currently still too high for investors to relax their vigilance. 

Market Comment

Geopolitics, (cheaper) money and gold

July 2019 – A number of traditional “safe haven” investments such as gold have racked up price gains in recent weeks. US Treasuries, the Japanese yen and the Swiss franc have likewise been in vogue with investors against a backdrop of increasing uncertainties. In our view, broad diversification across all asset classes makes sense given the various unresolved geopolitical rivalries and tensions. A dialogue is a fine thing, but it is not the same as a deal – the geopolitical rivalry between the US and China remains very much in place after the G20 summit in Osaka, as do the simmering tensions between Iran and the US. 

Finance Theme

Cryptocurrencies - What exactly are they?

January 2019 - The turbulent performance of Bitcoin over the last year has brought this cryptocurrency to the attention of the wider public. But this currency has actually been around for almost ten years, and an estimated 1,600 other alternative currencies have also sprung up in the meantime. The question is often asked whether these constructs – which only exist in the form of digital code – can really be considered currencies at all in a way that bears comparison with the dollar, euro or yen. We will return to this question later in this article. First of all it is worth establishing what actually lies behind cryptocurrencies such as Bitcoin, Ether and Ripple.

Beste Schweizer Privatbank
Awards

Private-Banking-Rating by Bilanz

Maerki Baumann & Co. AG has been named best Swiss private bank by the business magazine "Bilanz" in 2017. The high-calibre jury scrutinised 80 banks in the private banking rating. Two years later Maerki Baumann & Co. AG secured second place in the 2019 private banking rating against almost 100 private bank competitors. This underlines the family-owned company's self-imposed quality standards and the consistency of its service delivery.

Swiss television

Maerki Baumann on Swiss television

The business magazine ECO discussed the new realities in private banking and the future of the Swiss financial centre on SRF1 in December 2017.

Our commitment

Tonhalle-Orchestra Zurich

The Tonhalle-Orchestra Zurich has developed into one of Europe's leading musical ensembles in recent years. Maerki Baumann has been active as sponsor of Tonhalle for a number of years.

Tonhalle-Orchester Zürich
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