Income Portfolio
Risk Profile: Income (10% Equity) Asset Allocation: Bonds, Equity Provider: Arete Ethik Invest AG
Update
The Equities Switzerland mandate has convinced with a performance of 3.7% since the beginning of the year.
Portfolio Composition
The portfolio is implemented through direct investments and contains between 15-20 stocks, where we are most convinced of the potential.
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. client assets, primarily from Switzerland and Germany.
USP
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.