Current insights Our specialists continuously monitor and evaluate market developments.Benefit from our expertise. Artikel Typ Investment Policy Balanced positioning in an environment of uncertainty April 2026 The financial markets continue to be shaped by geopolitical tensions, heightened inflation risks and persistent uncertainty. A balanced and disciplined positioning therefore remains a key priority. Read more Market Comment Is a new investment era being ushered in by the Iran war? May 2026 The long-term consequences of the Iran war, rising US tariffs and the generally escalating conflict between China and the US are difficult to predict. Looking back at history, combined with extensive experience, can help us to better understand this “new investment era”. Read more Finance Theme Digital assets: a new building block for your portfolio February 2025 Digital assets like Bitcoin and Ethereum have now found their place in the world of asset management. Even the world’s largest investment company, BlackRock, recommends that its clients invest up to 2% of their entire portfolio in Bitcoin – and with good reason. Read more Journal November 2025 - With our “Journal” magazine, we aim to give you a closer look at the variety of our services – perhaps allowing you to discover some aspects that were previously less familiar to you. The current edition focuses on real estate, one of the most popular asset classes in Switzerland. Whether as a place to call home or as an investment property, we see in our consultations that this topic is of great interest to our clients. In addition to comprehensive services related to the construction, purchase and sale of properties and the financing of residential real estate, we also offer attractive real estate investment solutions. These are selected and developed by a specialised team led by Rolf Frey, a distinguished expert with decades of experience in the field of indirect real estate investments. Download PDF E-Book Our publications Find out more about current market events and topics from the investor's perspective. Investment Policy The Investment Policy summarises our company's investment strategy on the macro-economic level as well as from the viewpoint of the individual asset classes. READ MORE Market Comment The Market Comment is published bimonthly and sheds light on current topics from the investor's point of view. read more Finance Theme In the Finance Theme we cover interesting topics around money and wealth off the daily market developments. READ MORE Annual Reports The annual reports of Maerki Baumann & Co. AG provide an overview of the bank’s business activities, income statement and balance sheet. Read More
Investment Policy Balanced positioning in an environment of uncertainty April 2026 The financial markets continue to be shaped by geopolitical tensions, heightened inflation risks and persistent uncertainty. A balanced and disciplined positioning therefore remains a key priority. Read more
Market Comment Is a new investment era being ushered in by the Iran war? May 2026 The long-term consequences of the Iran war, rising US tariffs and the generally escalating conflict between China and the US are difficult to predict. Looking back at history, combined with extensive experience, can help us to better understand this “new investment era”. Read more
Finance Theme Digital assets: a new building block for your portfolio February 2025 Digital assets like Bitcoin and Ethereum have now found their place in the world of asset management. Even the world’s largest investment company, BlackRock, recommends that its clients invest up to 2% of their entire portfolio in Bitcoin – and with good reason. Read more