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Maerki Baumann & Co.
Maerki Baumann & Co. opened its doors in Zurich in 1932 and has remained a privately owned Swiss bank for over ninety years.
Maerki Baumann & Co.
Maerki Baumann & Co. opened its doors in Zurich in 1932 and has remained a privately owned Swiss bank for over ninety years. The firm delivers asset management, investment advisory, and modular portfolio solutions to private clients, entrepreneurs, institutional investors, and external asset managers, anchored by a defensive-growth philosophy that its own CIO, Konstantinos Ntefeloudis, describes as balancing Swiss stability with long-term appreciation. The bank deploys capital across equities, fixed income, indirect real estate, and digital assets, maintaining a multi-asset approach shaped by in-house economic research led by Chief Economist Gérard Piasko. In the digital-asset space, Maerki Baumann operates ARCHIP, a proprietary blockchain and crypto custody and trading platform that also offers banking services to blockchain and crypto-native companies, a segment most traditional banks decline to serve. Its real-estate exposure is executed through indirect Swiss property vehicles rather than direct bricks-and-mortar holdings. Geographic focus remains concentrated in Switzerland and broader European markets. Team-size and total client assets are not publicly disclosed. The firm has no known international branches, operating from a single headquarters in Zurich. In 2026, the Elite Report placed Maerki Baumann among its top-ten Swiss wealth managers for the first time, a milestone the bank highlighted publicly as confirmation of its service quality. Maerki Baumann’s structural distinction lies in operating a fully regulated Swiss private-bank charter alongside a purpose-built digital-asset unit. That dual setup lets the bank custody and bank crypto-native businesses — including exchanges and foundations — that still struggle to open accounts elsewhere, giving it a sourcing and relationship funnel that conventional private banks lack.
General information
Firm type
Bank / Wealth / Trust
Year founded
1932
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
Zurich
Corporate office
Dreikönigstrasse 6, 8002 Zürich, Switzerland
Principals
Konstantinos Ntefeloudis
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Maerki Baumann & Co.?
Konstantinos Ntefeloudis is the Chief Investment Officer and the public face of the firm's investment strategy. He works alongside Chief Economist Gérard Piasko, whose macro research feeds directly into the bank's asset-allocation and portfolio-positioning decisions. The bank does not publicly detail any broader investment committee structure.
What is ARCHIP and how does it fit into the bank's strategy?
ARCHIP is Maerki Baumann's proprietary digital-asset platform, providing custody, trading, and banking services for cryptocurrencies and blockchain-native companies. It represents the firm's structural differentiator: a regulated Swiss private bank that also onboards crypto exchanges, foundations, and other digital-asset businesses that often struggle to open accounts at traditional banks. The platform is central to both client acquisition and the bank's alternative-investment offering.
Does Maerki Baumann manage equity in venture-backed technology companies?
The firm does not position itself as a venture-capital investor in the traditional sense. Its tech exposure is primarily through its service as a banking and custody partner to blockchain and crypto companies, rather than through direct equity stakes. Any venture-like exposure would come through client portfolios or discretionary mandates rather than a dedicated institutional venture strategy.
What investment stages does the firm target?
As a private bank rather than a dedicated fund manager, Maerki Baumann does not operate fixed stage mandates. For traditional assets, it allocates across public equities, fixed income, and indirect real estate vehicles. In digital assets, its focus is on providing the infrastructure layer — custody, trading, and corporate banking — rather than running staged venture-capital rounds.
How is Maerki Baumann related to the Swiss wealth-management industry more broadly?
Maerki Baumann is an independent, privately owned Zurich private bank, not part of any larger Swiss banking group. In 2026, the Elite Report ranked it among the top ten Swiss wealth managers for the first time. The firm competes in the mid-tier Swiss private-banking landscape while maintaining a specialized profile through its ARCHIP crypto-banking unit.
Where does the bank's real estate exposure come from?
The firm offers indirect real estate investments — likely through Swiss real-estate funds or listed property vehicles — rather than direct property ownership. Its website highlights 'indirekte Immobilien' as a dedicated service line, and the approach aligns with its modular portfolio solutions designed for private and institutional clients.
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