Maerki Baumann & Co AG

Maerki Baumann & Co. AG is a Swiss private bank based in Zurich. Its primary activity is wealth management and personalized financial advice. It offers a range of services including wealth management, portfolio management, investment advice, estate planning, retirement provision, real estate advisory, as well as financing solutions such as mortgages. Maerki Baumann also provides innovative services in the field of digital assets and blockchain via its ARCHIP platform, thereby serving technology and crypto companies in addition to its traditional clientele.Its products and services are mainly addressed to three market segments: private clients (high-net-worth individuals), institutional clients (companies, foundations, pension funds) and external asset managers. The bank also targets entrepreneurs and companies active in the technology and blockchain sectors, notably through its international expansion (for example in Abu Dhabi).

Maerki Baumann & Co. AG is a Swiss private bank based in Zurich, specializing in wealth management, investment advisory, and tailor-made financial solutions for private, institutional, and entrepreneurial clients.

Key milestones in its development:

• Foundation: Maerki Baumann & Co. AG was founded in Zurich, quickly establishing itself as an independent private bank focused on wealth management.
• Service development: Over the years, the bank has expanded its services, offering modular investment solutions, wealth management, investment advisory, as well as specialized services for entrepreneurs and institutional clients.
• Digital innovation: Maerki Baumann has distinguished itself through its commitment to digital assets, notably with the launch of the ARCHIP platform, dedicated to blockchain and crypto-asset solutions, thus offering innovative services to a forward-looking clientele.
• International expansion: In February 2026, the bank obtained a license to open a branch in Abu Dhabi under the ARCHIP brand, to serve local companies in the technology, blockchain, and crypto sectors.
• Commitment and partnerships: Maerki Baumann has been a partner of the Tonhalle-Orchester Zürich for over 25 years, illustrating its involvement in Zurich’s cultural and social life.
• Recognition: In 2026, Maerki Baumann was ranked for the first time among the top 10 wealth managers in the German-speaking world by the Elite Report.
• Strategy and values: The bank emphasizes diversification, prudent risk management, and personalized support, while integrating sustainability and innovation into its development strategy.

Today, Maerki Baumann & Co. AG positions itself as a modern private bank, combining Swiss tradition, wealth management expertise, and openness to new financial technologies.

The founder of Maerki Baumann & Co AG is Ludwig Maerki, who established the bank in 1932. Today, the bank is led by an experienced management team. The main members of the management team include:

• Dr. Stephan A. Zwahlen – CEO (Chief Executive Officer)
• Andreas Holzer – CFO (Chief Financial Officer)
• Dr. Thomas R. Eichenberger – Head of Markets & Clients
• Dr. Daniel S. Koller – Head of Asset Management

The bank remains an independent family-owned company, with a strong tradition of private banking and personalized advisory services.