Module Crypto-Currencies

Portfolio Composition

The portfolio is actively managed and exclusively implemented via direct investments. The investment universe consists of up to 30 crypto assets. The crypto assets are held for clients in their own segregated wallets in safe custody in Switzerland.

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.