Konstantinos Ntefeloudis

We think and act independently and are solely committed to our clients.

Konstantinos Ntefeloudis, Head External Asset Managers

External asset managers

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.

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
Angebot für Externe Vermögensverwalter

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.

A strong team

Would you like to find out more about our services and our expertise? Benefit from our knowhow – get in touch with us!

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