Despite the turbulent 2020, Maerki Baumann looks back on a year of very pleasing business development. Thanks to its “defensive growth strategy”, Maerki Baumann was well positioned on the investment side at all times. The success of this strategy is also reflected in this year’s rating of private banks performed by the business magazine “Bilanz”, in which our family-owned company was named “Best Swiss Private Bank 2021”.

The implementation of Maerki Baumann’s crypto strategy is entering the next phase: In addition to a comprehensive corporate offering for blockchain and crypto companies as well as the trading and custody of digital assets, the bank’s spectrum of innovative crypto services is now being rounded off by investment advice in connection with this asset class.

The Swiss private bank Maerki Baumann & Co. AG is strengthening its positioning in the German market. The family-owned company based in Zurich has already acted as a wealth manager for clients in Germany for many decades, and is now expanding its business activities in this key foreign market in a targeted way.

The Zurich-based private bank Maerki Baumann & Co. AG has confirmed its top rating of previous years for 2021, too, having been awarded the rating “summa cum laude” by the German Elite Report on Asset Managers for the 13th time running. This year, Maerki Baumann, together with another Swiss bank, was named Best Swiss Asset Manager. It has thus secured its leading position as one of the best banks in German-speaking Europe.

Maerki Baumann has entered into a joint venture with Globalance Bank in the area of sustainable investments. Owner-managed Globalance, which is headquartered in Zurich, is a pioneer in the field of sustainable asset management. The collaboration will initially comprise the offering of the new “Equities Global Impact” focus module, which is integrated into Maerki Baumann’s innovative modular investment solution. In a second step the investment process will be geared towards the future by systematically addressing client needs and requirements in the environment, social and governance (ESG) area

Maerki Baumann has been offering business accounts for blockchain companies and overseeing initial coin offerings (ICOs) and security token offerings (STOs) since April 2019. The private bank is now launching the next phase of its crypto strategy: from June 2020 onwards, the family-owned company will be offering its clients the trading and custody of cryptocurrencies and other digital assets. This represents a milestone in the bank’s expansion of its private banking offering.

The Zurich-based private bank Maerki Baumann & Co. AG has confirmed its top rating of previous years for 2020, too, having been awarded the rating "summa cum laude" by the German Elite Report on Asset Managers for the 12th time running. This year, Maerki Baumann, together with another Swiss bank, was named Best Swiss Asset Manager. It has thus secured its leading position as one of the best banks in German-speaking Europe.

The Zurich-based private bank Maerki Baumann & Co. AG has confirmed its top rating of previous years for 2019, too, having been awarded the rating "summa cum laude" by the German Elite Report on Asset Managers for the 11th time running. This year, Maerki Baumann took second place among the Swiss banks. It has thus secured its leading position as one of the best banks in German-speaking Europe.

Maerki Baumann & Co. AG has appointed Gérard Piasko, a recognised financial markets expert, as its Chief Investment Officer. He will assume his new role at the Zurich-based private bank on 1 January 2018.

Maerki Baumann named best Swiss private bank by business magazine "Bilanz" Zurich, 31 March 2017 – Maerki Baumann & Co. AG has been named best Swiss private bank by the business magazine "Bilanz". The high-calibre jury scrutinised 80 banks in this year’s private banking rating.

The renowned Institute for Wealth Accumulation (Institut für Vermögensaufbau, IVA), Munich, awarded the 5-star quality seal to the investment solutions of private bank Maerki Baumann & Co. AG.