Beratungssituation Private Banking

The markets are becoming more complex, we keep our eye on what matters.

Konstantinos Ntefeloudis, Head Investment Management

Institutional clients

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.

Modular anlegen: Einfach und flexibel

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.

Bilanz award

Bilanz Private Banking-Rating 2023

Maerki Baumann has once again been able to confirm its position at the top of Switzerland's private banking charts in 2023 after being named the second best Swiss private bank by the business magazine “Bilanz”. This is the fifth time that the family company has achieved a top rating after taking first place in 2022, 2021 and 2017 in addition to second place in 2019. After taking a leading position once more, Maerki Baumann was again recognised as a longstanding quality leader.

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.

Christian Kappes

Christian Kappes

Member of Senior Management
Deputy Head Private Banking Switzerland