Bonds USD
Risk Profile: Fixed Income (0% Equity) Asset Allocation: Bonds Provider: Maerki Baumann & Co AG
Update
The return for 2025 is 5.86%.
Portfolio Composition
For investments between USD 100,000 and USD 500,000, the portfolio is efficiently implemented through ETFs. For investments of USD 500,000 and above, direct investments are used.
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 12.8 bn. 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.