Organisation focused on clients

The innovative business model of Maerki Baumann & Co. AG is concentrated on our core competencies of investment advisory and asset management. Our bank focuses on selected parts of the value chain and obtains highly standardised services from external partners. Our business model also reflects in our organisational and management structure.

Client focus

A consistent client focus is of central importance to us, and our organisation is structured accordingly. Flat hierarchies and swift decision‑making processes in the areas private banking, asset management and indirect real estate investments underscore this. The great value we attach to expertise for investment and financing solutions is manifest in the broadly based area of Investment Management. We supplement our in‑house know‑how through a comprehensive network of external specialists. PricewaterhouseCoopers AG acts as auditor.

Organisational chart

Owners with long-term orientation

Hans G. Syz‑Witmer

Hans G. Syz‑Witmer

Chairman of the Board of Directors
Hans G. Syz-Witmer (b.1957) has chaired our private bank since 1997. Furthermore, he has also been Vice-Chairman of the Board of Directors of Maerki Baumann Holding AG since 2016 (he was Chairman from 2007 to 2016), and has been Vice-Chairman of the Board of Directors of InCore Bank AG, in which Maerki Baumann ­Holding AG has a major shareholding, since 2009 (having been its Chairman from 2007 to 2009); since 2003, he has been a member of the Board of Directors of CHSZ-Holding AG.
Dr. Carole Schmied‑Syz

Dr Carole Schmied-Syz

Vice‑Chairwoman of the Board of Directors
Carole Schmied-Syz (b.1963), Dr iur, has been a member of our private bank’s Board of Directors since 1998 and is Vice-Chairwoman since 2005. Since 2016 she has been Chairwoman of Maerki Baumann Holding AG (she was Vice-Chairwoman from 2007 to 2016) and has been a member of the Board of Directors of CHSZ-Holding AG since 2003.

Executive Board

Dr. Stephan A. Zwahlen

Dr Stephan A. Zwahlen

Chief Executive Officer
Stephan A. Zwahlen (b.1978), Dr. oec. HSG, has been Chief Executive Officer (CEO) since February 2016. He joined our private bank’s Executive Board as Head of Investment Solutions & Services in April 2009. From September 2010 he had the additional role of Deputy CEO before being appointed CEO.
Lukas S. Risi Portraitfoto Maerki Baumann Privatbank

Lukas S. Risi

Deputy CEO
Head of Private Banking
Lukas S. Risi (b.1974), lic. iur., LL.M., has been Head of Private Banking and Deputy CEO since February 2016. Lukas Risi joined Maerki Baumann & Co. AG as General Counsel and Head of Legal & Compliance in 2009. Since November 2012 he has also headed the Risk & Internal Control Department. He was appointed to our private bank’s Executive Board as General Counsel and Head of Corporate Services in January 2014.
Alexander Ising - Portraitbild - Maerki Baumann - Privatbank Zurich

Dr Alexander Ising

Member of the Executive Board
Head of Corporate Services
Alexander Ising (b.1978), Dr oec. HSG, has been Head of Corporate Services and a member of the Executive Board since October 2016. He is also Head of the Credit Committee. He is responsible for finance, banking operations, mortgages & retirement planning and the internal trading department, as well as for the continuing development of our investment solutions and for meeting regulatory and fiscal requirements.