Cooperation between Partners Group and Maerki Baumann

Media release, 7 April 2022

Cooperation between Partners Group and Maerki Baumann

Maerki Baumann has entered into a cooperation with Partners Group, a globally leading manager of private market investments. The cooperation will provide qualifying clients of the Zurich private bank with innovative access to attractive alternative investment opportunities. For this purpose, Maerki Baumann has created a focus module “Private Equity” as part of its modular investment solution via which the investment expertise of Partners Group can be tapped.

Partners Group, a globally leading manager of private market investments, and the Zurich-based private bank Maerki Baumann & Co. AG have entered into a cooperation. The high valuation of many traditional asset classes as well as the low or even negative yields on fixed-income instruments have led to a significant increase in client demand for alternative investment opportunities. The specific risk-return profile of private equity investments promises interesting return and diversification opportunities for qualifying investors. To this end, Maerki Baumann has launched a new focus module “Private Equity” as part of its modular investment solution via which the private bank can offer interested clients domiciled in Switzerland or Germany access to this alternative asset class. The investment opportunity is based on a tried-and-tested product of Partners Group.

With the new focus module “Private Equity”, we provide qualifying clients access to a diversified private equity portfolio.

Dr Stephan A. Zwahlen, Chief Executive Officer

The investment instrument has been successfully managed by Partners Group for more than ten years. The investment vehicle provides clients of Maerki Baumann with immediate access to a diversified private equity portfolio with monthly liquidity in Swiss francs, the fund’s reference currency, allowing them to benefit as part of investment advisory and asset management services. Active portfolio management as well as a thematic investment approach based on a combination of direct, primary and secondary investments allow for successful cross-cycle investing. Finally, as a responsible investor in the field of private market investments, Partners Group is one of the market leaders in the area of sustainable investing.

Maerki Baumann plans to further expand its private equity investment offering in the future. For clients with the requisite risk capacity and tolerance as well as the necessary capital, the launch of feeder fund structures or direct investments in cooperation with specialised partners companies will soon be examined.

Partners Group
Partners Group is a leading global private markets firm. Since 1996, it has invested over USD 170 billion in private equity, private debt, private real estate and private infrastructure on behalf of its clients globally. Partners Group is a committed, responsible investor and aims to create broad stakeholder impact through its active ownership and development of growing businesses, attractive real estate and essential infrastructure. With over USD 127 billion in assets under management as of 31 December 2021, Partners Group serves a broad range of institutional investors, sovereign wealth funds, family offices and private individuals globally. The firm employs more than 1,500 diverse professionals across 20 offices worldwide and has regional headquarters in Baar-Zug (Switzerland), Denver (US) and Singapore. Partners Group has been listed on SIX Swiss Exchange since 2006 (symbol: PGHN). Further information can be found at

Maerki Baumann & Co. AG
The Zurich-based private bank Maerki Baumann & Co. AG was founded in 1932. For generations, it has focused on its core competencies in the areas of investment advice and asset management as well as in serving independent asset managers. Steeped in tradition, the private bank sets itself apart as a non-listed family company. Its investment philosophy, which is geared towards independence, security and transparency, is reflected, for example, in a very solid equity base and comprehensible reporting. With its innovative modular investment approach and comprehensive crypto services, the private bank underlines its claim of combining the tried-and-tested with the new. Maerki Baumann currently manages more than CHF 10 billion in client assets, primarily from Switzerland and Germany.