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DirectoryFinance & InsuranceFinancial ServicesZurichMaerki Baumann Services AG
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Maerki Baumann Services AG

Summary

About the company

Maerki Baumann Services AG is a financial services provider focused on private banking, wealth management and investment advisory. The company offers solutions for private clients, institutional clients, external asset managers and entrepreneurs, and also provides services in digital assets.

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Products & services

Industry:Financial Services
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Wealth management
Delegation of all investment decisions and implementation to specialists; definition of the scope of action, ongoing monitoring, use of market-standard financial instruments without proprietary products.
Investment advice
Advice on investment decisions with a personal client advisor, joint development of the investment strategy, support with implementation and monitoring; if needed, involvement of specialists.
Modular investment solution
A modular investment solution with combinable modules, an individual strategy, ongoing system-supported monitoring, flexible adjustments, a transparent pricing model and reporting.
1e pension solution
Flexible 1e pension fund solution for female entrepreneurs, entrepreneurs and executive employees, with a tailor-selected investment strategy, tax optimization and possible crypto allocation.
Private Banking Switzerland
Private banking support for private clients in Switzerland, with advice from client advisors and investment specialists, and access to wealth management, investment advice and a modular investment solution.
Private Banking Germany
Private banking support for customers from Germany with the same investment solutions, advice from client advisors and investment specialists.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 10 reviews across all connected sources

Sources
GGoogle510
★TrustpilotSoon
PProvenExpertSoon

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Location

Dreikönigstrasse 6
8002 Zurich
Opening hours
Mon
08:15 - 16:30
Tue
08:15 - 16:30
Wed
08:15 - 16:30
Thu
08:15 - 16:30
Fri
08:15 - 16:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-106.636.042
Founded
1990 · 36 years
Last commercial register change
November 29, 2022
Employees
21 to 50

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