Private Bank Zurich

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

Protectionist risks increase

April 2018 – The global economic environment may be exhibiting growth, but the economic data coming out of Europe are now less robust. Protectionist risks are on the rise, with the potential to impact Europe's export- oriented equity markets. Both the DAX and the EURO STOXX 50 have broken their uptrends from 2016. A more cautious investment policy stance with a rather lower equity weighting now appears sensible. Gold and bonds serve as good portfolio diversification against a backdrop of equity market turbulence. Diversification across various asset classes/focus modules will remain very important in 2018.

Market Comment

Geopolitics: Bonds and gold can help in temporary equity turbulences

April 2018 – The financial markets are under the spell of new geopolitical tensions. These have been triggered by a more hard-line policy on the part of the US re- acting to practices of Russia and China that it is no longer prepared to tolerate. In the medium term, equity markets are driven more by earnings and economic growth than by political events. In temporary phases of geopolitical uncertainty, bonds have historically performed well, while commodities such as gold have typically acted as a safe haven. Thus, bond and commodity modules are key components to hold as part of a complete portfolio.

Market Comment

Turbulent times – keep calm

February 2018 – Investing in times of falling volatility is always dangerous The first few weeks of the new year began strongly for the markets – too strongly, as it turned out. After global equity markets performed unusually well from a historical perspective in January, recording a rise of around 5%, a clear consolidation (i.e. correction) has now taken place. However, this latter development should be viewed against a backdrop of long-term market gains in which no real market consolidation took place at all.

Beste Schweizer Privatbank
Awards

Best Swiss private bank

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 last year’s private banking rating.

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.

Maerki Baumann & Co. AG awarded "summa cum laude" by Elite Report for the tenth time

20.11.2017 – The Zurich-based private bank Maerki Baumann & Co. AG has confirmed its top rating of previous years for 2018, too, having been awarded the rating "summa cum laude" by the German Elite Report on Asset Managers for the tenth consecutive time. This year, Maerki Baumann took first place among the Swiss banks. It has thus secured its leading position among the best banks in German-speaking Europe.

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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