Private clients Would you like to preserve and multiply your assets in the long term? Rely on our private banking experience, which has been built up over decades. As an independent, family-owned private bank, we know the value of personal client relationships and professional support. Arrange consultation Modular investment solution Innovative modular investment concept Individual selection of modules Transparent pricing model and reporting Asset management Independent advice and management thanks to the absence of in-house products Investment solutions tailored to personal needs (modular investment approach) Continuous management and monitoring of entrusted client funds Investment advice Systematic investment process Customised investment strategy Active management of assets Pension advice Individual financial advice Retirement planning Pension planning Real estate advice Purchase and sale of property Financing real estate Specialist support Mortgages Financing your own home Customised mortgage solutions Fixed mortgages, as well as variable and LIBOR mortgages Lawyers & Fiduciaries and their clients understanding of special requirements comprehensive advice on all aspects of invetsment Modular investing: straightforward and flexible Our new modular investment solution combines the benefits of professional asset management with customised advice: You can combine the investment modules in keeping with your needs, developing an individual approach when selecting markets, asset classes and risks. Launch the configurator to see how easily it works. Launch configurator Awards Private-Banking-Rating by Bilanz Maerki Baumann & Co. AG has been named best Swiss private bank by the business magazine "Bilanz" in 2017. The high-calibre jury scrutinised 80 banks in the private banking rating. Two years later Maerki Baumann & Co. AG secured second place in the 2019 private banking rating against almost 100 private bank competitors. This underlines the family-owned company's self-imposed quality standards and the consistency of its service delivery. Read more Get to know us Would you like to find out more about our bank, our services or our specialist skills? We would happily make time for you, and look forward to your enquiry and a personal consultation. Reinhard Rutz Member of Senior Management Head Private Banking Switzerland E-Mail +41 44 286 25 25 Gerald Lulei Head Private Banking Germany E-Mail +41 44 286 25 25 Christian Kappes Member of Senior Management Deputy Head Private Banking Switzerland E-Mail +41 44 286 25 25
Modular investment solution Innovative modular investment concept Individual selection of modules Transparent pricing model and reporting
Asset management Independent advice and management thanks to the absence of in-house products Investment solutions tailored to personal needs (modular investment approach) Continuous management and monitoring of entrusted client funds
Investment advice Systematic investment process Customised investment strategy Active management of assets
Mortgages Financing your own home Customised mortgage solutions Fixed mortgages, as well as variable and LIBOR mortgages
Lawyers & Fiduciaries and their clients understanding of special requirements comprehensive advice on all aspects of invetsment
Christian Kappes Member of Senior Management Deputy Head Private Banking Switzerland E-Mail +41 44 286 25 25