Future-oriented and focused

As early as mid-2020, we expanded our modular investment solution to include the "Global Equities" accent module and thus took a first step in the direction of sustainable investments. Since January 2023, a large part of the modular investment solution has been enriched with ESG criteria, i.e. standards relating to the environment, social issues and corporate governance.

Conscious investment

Maerki Baumann is one of the member institutions of Swiss Sustainable Finance (SSF) and of UN PRI, the United Nations Principles for Responsible Investment. We also support the 12 Priorities for Action of the Association of Swiss Asset Management and Wealth Management Banks (VAV).

This goes hand in hand with growing awareness in many client segments of the need to deploy capital in a thoughtful way. In Switzerland, sustainable investments reached a volume of CHF 1,610 billion in 2022. Interest in sustainably invested assets looks set to continue. In this context, you might be interested to read the article about “Sustainable investments” that we are attaching.

Assuming responsibility

With its sustainability strategy, the private bank Maerki Baumann has made an active commitment to climate protection and assumed responsibility for the greenhouse gases it generates. In keeping with this commitment, we lend support to the “Climate-optimised forest management” climate protection project run by the myclimate foundation in the canton of Graubünden. To offset our carbon footprint, we make financial contributions commensurate with the emissions we cause.

Lukas Risi, Mirielle Wyss

Exclusive certificate course for our employees

Maerki Baumann has set up an exclusive certificate course in "ESG and Sustainable Finance" at the University of St. Gallen for all client advisors, investment managers and various executives.


Sustainable finance: Industry initiative launched with 16 priorities

Swiss asset management banks have defined 16 priorities for action as part of a VAV industry initiative to work against climate change. Read in the following brochure how VAV and its members are consistently committed and why.

Investing responsibly and sustainably

Investing responsibly and sustainably

Sustainable investing is based on different approaches and sustainability preferences. Our modular investment solution aims to minimise ESG risks and identify ESG opportunities in order to achieve better risk-adjusted returns over the long term.

Sustainability by Maerki Baumann

Committed to society, culture and science

We specifically support programmes that improve educational opportunities, help strengthen local businesses and are committed to sustainable practices in our operations. This commitment also involves our employees, who are passionate about projects that have a positive impact on the community.

Finance Theme

Sustainability-related investments

There are various definitions and forms of sustainable investing. Given the complexity of the market, it comes as no surprise that there is a sense of uncertainty among investors. The latest edition of our Finance Theme publication takes an in-depth look at this topic and provides guidance in navigating the intricate world of green investing. It explains why sustainable investing is becoming ever more popular in Switzerland and how we address this investment philosophy at Maerki Baumann.

Journal 2


November 2023 - As a responsible family company, our thoughts and actions have always been guided by environmental principles in addition to economic considerations. In order to anchor these values even more firmly in the DNA of our bank, we adopted a comprehensive sustainability strategy at the end of 2022. It governs how we handle the topic of sustainability in conducting our own business activities and thus shapes decisions at both an organisational and operational level. Our services as well as our advisory and investment processes are likewise aligned with the approach's principles. In our modular investment solution, for example, we systematically take account of environmental, social and governance aspects – also referred to as ESG criteria. Find out more in the latest edition of the Journal.