Maerki Baumann & Co. AG

Origin of Maerki Baumann & Co. AG

Maerki-Baumann-Co-AG-1Maerki Baumann & Co. AG was founded 1932 in Zurich. The bank belongs to the Maerki Baumann Holding. Maerki Baumann & Co. AG is 95 % owned by the Syz family. The second generation of the family leads the company. Maerki Baumann operates mainly in Switzerland. A small part of the business is done in Germany.

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Philosophy and Strategy
The motto of Maerki Baumann is “trust has a future.” Trust can’t be bought but must be earned. Maerki Baumann’s relationship with their customers is very long-standing. Hans G. Syz-Wittmer and his sister Dr. Carole Schmid-Syz acquired the remaining shares from their mother in 2017. This move is a clear sign that the bank will be family-owned for years to come. New and existing clients can have trust in the company because the family puts his own money into the business.

The size of Maerki Baumann & Co. AG makes it possible for them to act quickly and without great bureaucracy. For the customers, the cooperation with Maerki Baumann is sincere. The nuts and bolts of business relationships are customer needs. These are clearly at the top. Very determined and qualified employees are there for the well-being of the bank’s customers. The philosophy is not to enter into short-term relationships, but the customer should increase his fortune in the long term. Maerki Baumann is a modern and flexible bank. The services are tailored to each customer. Maerki Baumann does not issue its own products.

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Services and Solutions
Maerki-Baumann-Co-AG-2Maerki Baumann’s primary business is investment advisory and asset management for both private and institutional clients. Also, Maerki Baumann manages external asset managers. A tiny proportion is the lending business, which takes the form of Lombard loans and mortgages. The commission and services business is the most significant contributor to success at 78%, followed by interest rate differential business at 12% and trading at 6%.

Maerki Baumann offers various modules to its customers. These can be put together according to the modular principle. This enables the client to obtain the best solution for him, while accurately assessing the investment objective and the risk profile. This module solution also offers the customer the opportunity to contribute his ideas. The investment advice is composed of active management, customized strategies, and systematic investment approach. The asset management is made up of in-depth analysis, full flexibility, and personal advice.

Risk Management
Maerki Baumann has a very sophisticated system to identify, monitoring and limiting risks. On a regular basis, the Executive Management and the Board of Directors review the relevant risks. Maerki Baumann has a very conservative approach towards risk. The interest rate fluctuation and credit risk are managed through rigorous guidelines and levels of authorization. Significant interest rate fluctuation risks can be avoided using currency and maturity matching in the funding.

Each security class and transactions have a set of limits. The liquidity of the bank is high, and the liquidity risk is monitored continuously. Internal regulations and controls are part of the operational risk. The value of properties is regularly checked, and the fair value is determined. External real estate specialists do this. Maerki Baumann offers indirect real-estate investment through real estate funds or real estate stocks, with the assistance of InCore Bank AG.

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Added-Value Services
Maerki Baumann offers its customers very professional e-banking services. Many transactions can be made via the Internet, regardless of the bank’s opening hours. The system is very safe and reliable thanks to the latest technologies. Maerki Baumann regularly publishes reports and analyzes on a variety of topics. There are reports on the investment policy and investment themes. The bank also publishes market commentary and foreign exchange comments.

Every Tuesday at 9:40 am a financial talk with the CIO, Gérard Piasko, is broadcast on Radio 1. Maerki Baumann has been awarded the top grade “summa cum laude” by the asset management company’s “Elite Report” for ten years. Currently, the bank ranks first among the Swiss banks. The “Bilanz” magazine also honored Maerki Baumann in 2017 as the best Swiss bank. Maerki Baumann puts great emphasis on digitalization.

Each relationship manager is equipped with a modern, digital advisory app. Maerki Baumann has made several contributions to the community. For several years Maerki Baumann is a sponsor of Tonhalle-Orchestra Zurich. Maerki Baumann sponsors the “Kinder-Spitex,” the home care facility for children with chronic or acute ailments.

Maerki Baumann & Co. AG – Facts & Figures

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Address Dreikönigstrasse 6, 8002 Zurich
Phone +41 44 286 25 25
Year of foundation 1932
No. of employees 73
Chairman Hans G. Syz-Witmer
CEO Dr Stephan A. Zwahlen
Eligible Regulatory Capital 80.994 m CHF
Tier 1 Ratio 27.40 %
Leverage Exposure 1.306 bn CHF
Leverage Ratio 6.20 %
Liquidity Coverage Ratio 318 %
Risk Weighted Assets 263.814 m CHF
Loans outstanding 181.326 m CHF
Assets under Management 10.26 bn CHF
Assets under Management / Employees 140.547 m CHF
Net profit 7.721 m CHF
Net Profit / Employees 105’767 CHF
Cost / Income Cost Ratio (CIR) 78.77 %
Return on Equity 12.30 %
Own structured products No
Foreigners accepted Yes
Presence abroad No

Source: Annual Report 2021

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