Private Anleger Beratung Zürich

We are here to support you in all matters relating to your assets.

Stéphane Zumello, Senior Investment Specialist
Jörg Krämer, Senior Client Advisor

Private clients

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.

Modulare Anlagelösung

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.

Bilanz Auszeichnung

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.

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.

Christian Kappes

Christian Kappes

Member of Senior Management
Deputy Head Private Banking Switzerland