Philosophy

Trust has a future

You can't buy trust, you have to earn it:
Our long-standing client relationships show that we live up to our claim: Trust has a future.

Vertrauen ist das Fundament

Trust is the foundation.

We cultivate honest and partnership-based collaboration with our clients. A focus on client needs is firmly enshrined in our corporate culture. It is consistently applied by our committed employees. The long-term outlook of the owner family underscores our independence and creates security.

Vertrauen braucht Zeit

Trust takes time.

For us, it is not short-term success but the sustainable development of the client's assets that lies at the heart of what we do. We listen with a view to properly understanding the concerns and wishes of our clients. When looking after clients, continuity and farsightedness are crucial to us. For that reason, we consciously seek to look after future generations too.

Vertrauen verlangt nach Individualität.

Trust requires individuality.

As a modern Swiss private bank, we are flexible. Our services are personal, as well as being tailored to the individual client relationship. The decision not to develop or sell our own products promotes credibility and allows us to take the client's view. Our investment solutions are modular – and are just as individual as our clients themselves. In providing our services, we attach value to sustainable business activities.

Vertrauen erfordert Leistung.

Trust demands performance.

We are there for our clients as reliable partners for all questions relating to assets and investment. At the same time, we concentrate on our core competencies and combine the tried-and-trusted with the innovative. We proactively draw on the values of our family-owned company and Switzer-land's locational advantages. And we provide our services as a team.

Maerki Baumann - Privatbank - Zürich - Journal - Mai 2022

Journal

May 2022 – 90 years of active entrepreneurship: This is Maerki Baumann’s story in a nutshell. It begins with the drive and vigour of the founder Friedrich Maerki and extends to the strategic foresight demonstrated by the siblings Hans G. Syz-Witmer and Dr Carole Schmied-Syz. As shareholders and in their roles as Chairman and Vice-Chairwoman of the Board of Directors, they have been devoted to ensuring the independence and successful further development of our private bank for more than 20 years. You can find various facts as well as anecdotes in our latest edition of “Journal”. You will also learn directly from our owners how a 90-year-old company succeeds in combining tradition with an innovative spirit.

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