Equities Global Dividend

Company Description

The Zurich-based and family-owned private bank focuses on its core competencies in the areas of investment advisory and asset management, as well as in serving independent asset managers. The bank currently manages more than CHF 11 bn. in client assets, primarily from Switzerland and Germany.

USPs

Maerki Baumann’s corporate governance and investment activities are guided by three core values: independence, security, and transparency. Our modular investment platform, comprehensive crypto services, and indirect real estate offerings are just some of the special features that set the product offering apart. Maerki Baumann is committed to a personal, honest, and transparent service philosophy. As a trusted partner in wealth management, a deep understanding of our clients’ unique expectations and concerns is essential to ensuring successful collaboration. True to the principle “Trust has a future”, we foster long-term, collaborative relationships with our clients.

Management Style

The module is actively managed and invests in global stocks from the MSCI World Index. The focus is on comparatively undervalued companies with strong balance sheets, sustainable and above-average dividend yields, and the potential for significant share buyback programs. The goal of the solution is to achieve an attractive and sustainable long-term return for our clients. ESG factors are considered throughout the security selection process, as we believe this will positively contribute to long-term performance.

Portfolio Composition

The portfolio is implemented through direct investments and contains between 20–30 stocks, where we are most convinced of the potential.