Beratunssituation Private Banking Switzerland - Maerki Baumann - Private bank Zurich

Investing on a modular basis makes perfect sense.

Reinhard Rutz, Head Private Banking Switzerland

Modular investment solution

Modular investment solution

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.

As individual as you are

The modular investment solution functions according to the building block principle: Based on your risk profile and your investment targets, you define your investment strategy together with your client advisor. This strategy is then implemented through a number of different investment building blocks. These modules can be supplemented or modified over time, according to your preferences. You can incorporate your own ideas or take advantage of your client advisor's experience.

Your benefits at a glance

  • Comprehensive advice from your client advisor and additional specialists
  • Customised investment strategy
  • Professional implementation of investment strategy
  • Ongoing, system-based monitoring of portfolio
  • Flexible adjustment of investment strategy at any time
  • Transparent pricing model and reporting
Maerki Baumann Privatbank Zürich Akzentmodule Teaserbild

The focus modules

Asset management with the modular investment solution from Maerki Baumann works according to the building block principle: Your investment strategy is replicated through various building blocks (so-called basic and focus modules), which can be flexibly combined with each other.

Learn more about our focus modules.

Ask us

Would you like to find out more about the advantages of the modular investment solution? Contact one of our client advisors. We look forward to meeting you.

Christian Kappes

Christian Kappes

Member of Senior Management
Deputy Head Private Banking Switzerland

We offer more

Find out more about other services such as asset management or investment advice.