Institutional clients As an independent, family-owned private bank, we know the value of professional support. Our advisors see themselves as strong partners, and deploy their expertise so that you can fully exploit the potential of your assets. At the same time, we are always guided by your needs and objectives. Arrange consultation Indirect real estate investments long-lasting and excellent track recordfirst-class asset management in indirect real estate investments in Switzerland Investment advice Systematic investment process Customised investment strategy Active management of assets Modular investment solution Innovative modular investment concept Customised investment strategy Active management of assets Digital assets Custody based on highly secure technologies Accessible via e-banking or the Mobile Banking app at any time In-depth investment advice on the most common cryptocurrencies and tokens Asset management Independent advice and management thanks to the absence of in-house products Investment solutions tailored to personal needs (modular investment approach) Continuous management and monitoring of entrusted client funds Real estate advice Purchase and sale of property Financing real estate Specialist support Modular investing: straightforward and flexible Our modular investment solution combines the benefits of professional asset management with customized advice: You can combine the investment modules in keeping with your needs, developing an individual approach when selecting markets, asset classes and risks. Launch the configurator to see how easily it works. Launch configurator "Bilanz" private banking rating 2025 Maerki Baumann has once again been able to confirm its position at the top of Switzerland's private banking charts in 2025 after being named the second best Swiss private bank by the business magazine “Bilanz”.This is the seventh time that the family company has achieved a top rating after taking first place in 2024, 2022, 2021 and 2017 in addition to second place in 2023 and 2019. After taking a leading position once more, Maerki Baumann was again recognised as a longstanding quality leader. More about the award Get to know us Would you like to find out more about our services and our specialist skills? We would be pleased to hear from you and arrange a personal consultation. Rolf Frey Head Indirect Real Estate Investments Member of Extended Executive Board E-Mail +41 44 286 25 25 Reinhard Rutz Head Private Banking Switzerland Member of Senior Management E-Mail +41 44 286 25 60 Christian Kappes Deputy Head Private Banking Switzerland Member of Senior Management E-Mail +41 44 286 25 72 Roger Arnet Head Private Banking Germany Head External Asset Managers Member of Senior Management E-Mail +41 44 286 25 43
Indirect real estate investments long-lasting and excellent track recordfirst-class asset management in indirect real estate investments in Switzerland
Investment advice Systematic investment process Customised investment strategy Active management of assets
Modular investment solution Innovative modular investment concept Customised investment strategy Active management of assets
Digital assets Custody based on highly secure technologies Accessible via e-banking or the Mobile Banking app at any time In-depth investment advice on the most common cryptocurrencies and tokens
Asset management Independent advice and management thanks to the absence of in-house products Investment solutions tailored to personal needs (modular investment approach) Continuous management and monitoring of entrusted client funds
Rolf Frey Head Indirect Real Estate Investments Member of Extended Executive Board E-Mail +41 44 286 25 25
Christian Kappes Deputy Head Private Banking Switzerland Member of Senior Management E-Mail +41 44 286 25 72
Roger Arnet Head Private Banking Germany Head External Asset Managers Member of Senior Management E-Mail +41 44 286 25 43