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 Digital assets Custody based on highly secure technologies Accessible via e-banking or the Mobile Banking app at any time In-depth investment advice on the most common cryptocurrencies and tokens 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 Bilanz Private Banking Rating 2021 In 2021, the business magazine “Bilanz” again named Maerki Baumann the best Swiss private bank. This success reflects the quality and consistency of our approach to client support and investment advice. We emerged successful from each phase of the test, garnering the award as best Swiss private bank in the final round. After our 2017 triumph, this was the second time we came top; in 2019 we took second place. We would like to say thank you for this gratifying recognition of our performance, which reflects the honest and partnership-based cooperation we enjoy with our clients. 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 Roger Arnet Member of Senior Management Deputy Head Private Banking Germany 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
Digital assets Custody based on highly secure technologies Accessible via e-banking or the Mobile Banking app at any time In-depth investment advice on the most common cryptocurrencies and tokens
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