External asset managers

We support you, as an external asset manager (EAM), in providing your clients with professional and expert advice. In doing so, we attach great importance to ensuring a working relationship that is based on partnership and trust.

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Many reasons for choosing Maerki Baumann as your partner

Very well trained, certified client advisors who offer high-quality advice
Openness and flexibility with respect to your needs and those of your clients
Proven expertise and longstanding experience in the field of external asset managers
Long-term business relationships based on trust
Application of the highest quality standards such as professionalism, reliability, punctuality, precision and a service focus

Our philosophy

Our comprehensive range of services

Comprehensive and personal support
Custodian bank function for clients
Global trading of securities, foreign exchange, precious metals and fiduciary investments
Trading and custody of digital assets
Access to our modular investment solution and research-based investment ideas
Attractive mortgage solutions (fixed-rate, variable-rate and SARON mortgages) and Lombard loans
User-friendly e-banking with many functionalities and high security standards
Periodic reporting and asset statements (including performance)

Your access to us

The team responsible for supporting external asset managers, will readily take your instructions over the telephone – and will give you one-to-one support on any questions you may have. You can make use of all key functions such as order placement or accessing account and account statements via the internet. Our e-banking solution is easy to use and functional, and comes with state-of-the-art security standards.

Our innovative mobile banking app completes the online banking offering. It allows you to manage your financial affairs easily with your smartphone - wherever and whenever you want.

E-banking