Maerki Baumann & Co. AG

Name

Maerki Baumann & Co. AG

Legal name

Maerki Baumann & Co. AG

Website

https://maerki-baumann.ch

Company type

Private

Founded year

1932

Operating status

Operating

Headcount range

51–100 employees

Short description

Maerki Baumann & Co. AG is a family-owned Swiss private bank headquartered in Zurich, serving high-net-worth individuals, entrepreneurs, institutional clients, and external asset managers with modular wealth management, investment advisory, and digital asset services through its ARCHIP platform.

Ownership category

akta.pro rank

Product category

Private Banking

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282), Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Private Banking Lending (Securities-Backed, Real Estate, Structured Credit) (FSABADAE), Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)

Keywords

• Private banking services
• Wealth management
• Asset management
• Digital asset custody
• Investment advisory

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Asset Management Fees: Discretionary mandate and asset management services with professional portfolio management. Revenue derived from assets under management.
2. Custody Account Administration: Account management, security account administration, including booking fees for fiduciary investments.
3. Securities Trading and Brokerage: Securities execution outsourced to InCore Bank AG. Revenue includes brokerage fees on stock market transactions.
4. Advisory Services: Non-discretionary investment advisory with clients making final decisions after consultation with client advisors and investment specialists.
5. Digital Asset Custody Services: Custody of digital assets including cryptocurrencies for ARCHIP platform clients. 24/7 on-chain access to tokenized securities.

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels6 records

Core offering

Maerki Baumann & Co. AG is an independent Swiss private bank providing private banking, wealth management, asset management, and investment advisory services to high-net-worth individuals, entrepreneurs, institutional clients, and external asset managers. The bank offers a Modular Investment Solution combining a Strategy Module with 15 focus modules (equities, bonds, ETFs, commodities, crypto, private markets, venture capital, real estate), discretionary asset management, non-discretionary investment advice, pension and mortgage advisory, and indirect real estate investment funds. Through its ARCHIP sub-brand, it provides regulated digital asset custody, trading, staking, NFT custody, and corporate banking services for blockchain and crypto companies.

Product overview

Maerki Baumann & Co. AG is an independent Swiss private bank headquartered in Zurich offering a diversified portfolio of wealth management and digital asset services. The core offering includes the Modulare Anlagelösung (Modular Investment Solution), a customizable asset management framework combining strategy modules with 15 focus modules (equities, bonds, ETFs, crypto, commodities, private markets, venture capital, real estate). ARCHIP serves as the blockchain and digital assets division, providing custody, trading, staking services for digital assets, NFT custody, and specialized corporate banking for crypto companies. Indirect real estate investment services are offered through MBC Immo Swiss umbrella funds (Indirect Focus L-QIF and Indirect Broad L-QIF). The bank also provides investment advice, digital video identification for client onboarding, and e-banking/mobile banking platforms.

Differentiator

Problem solved

Functional benefit

Brands

• ARCHIP: Digital assets platform offering cryptocurrency custody, trading, staking, and investment services for private clients and corporate blockchain companies.

Products and services

• Modular Investment Solution (Modulare Anlagelösung) Customizable asset management solution built on a building-block principle combining a Strategy Module (Swiss francs or euros) with 15 focus modules to create individualized portfolios across equities, bonds, ETFs, commodities, crypto, private markets, venture capital, and real estate.
• Asset Management (Vermögensverwaltung) Discretionary mandate and professional portfolio management service for private and institutional clients, with revenues derived from assets under management.
• Investment Advice (Anlageberatung) Non-discretionary investment advisory service where clients make their own investment decisions with support from client advisors and internal investment specialists, focusing on independence, transparency, and security.
• Pension Advice (Vorsorgeberatung) Pension planning and advisory service for private clients, supporting retirement preparation as part of the bank's wealth planning offering.
• Mortgages (Hypotheken) Mortgage lending products offered to private clients within the bank's private banking services.
• Indirect Real Estate Investments (Indirekte Immobilien) Investment management service for indirect real estate investments in Switzerland, offering structured investment processes considering quantitative and qualitative criteria for institutional and private clients.
• MBC Immo Swiss – Indirect Focus L-QIF Real estate umbrella fund focused on Swiss real estate funds holding properties directly, offering favorable tax treatment for Swiss-domiciled private investors.
• MBC Immo Swiss – Indirect Broad L-QIF Real estate umbrella fund with pronounced diversification across target instruments, usage types, and geographic distribution of underlyings for institutional and private clients.
• ARCHIP Corporate (Tech Banking) Specialized banking services for blockchain and crypto companies including business and capital payment accounts in fiat currencies, payment processing, debit/credit cards, wallets for digital asset custody, staking, global payment processing, and capital procurement via ICOs/IEOs/STOs.
• ARCHIP Services (Digital Asset Services) Digital asset services for private clients including custody and trading with staking, crypto investment advice, asset management for digital assets, and NFT custody.
• ARCHIP Krypto Zertifikat (Crypto Certificate) Structured crypto investment certificate focusing on established tokens with medium to high market capitalization, selected using fundamental and technical analysis, available to private clients.
• 1e Pension Solution (1e-Vorsorgelösung) Flexible pension plan solution for entrepreneurs and high-income earners, allowing tailored pension structuring as part of the Entrepreneur Banking offering.

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature3 records

Partnerships

Five partnerships are on record, tiered minor and core.

• Backed FinanceminorStrategic or Co-development Partner · 30 June 2025Maerki Baumann serves as custodian for xStocks tokenized securities product. Real stocks are held 1:1 by regulated custodians including Maerki Baumann. xStocks allow 24/7 on-chain exposure to U.S. equities across Ethereum, Solana, Avalanche, Base, and Polygon blockchains.
• InCore Bank AGcoreTechnology or IntegrationSecurities trading outsourced to InCore Bank AG, Zurich. InCore handles execution of securities orders in accordance with regulatory requirements for best execution under FinSA and European Commission Directive 2006/73/EC. InCore holds Swiss banking and securities trading license under FINMA oversight. Also partners for indirect real estate investment transactions.
• Intrum Ltd.coreTechnology or IntegrationDigital identification (video identification) services for remote client onboarding. Intrum employees conduct video discussions to verify identity documents. Available Monday to Saturday, 07:00-22:00 Swiss time. Data transferred to Maerki Baumann after verification.
• IDnowcoreTechnology or IntegrationTechnology provider for digital identification process. Users install IDnow app during video identification procedure. Integrated with Intrum service for identity verification.
• RedalpineminorStrategic or Co-development PartnerSelected clients gain access to Redalpine's Tech Committee. Redalpine is a venture capital firm. Partnership provides access to tech ecosystem network including technology specialists, tax attorneys, lawyers, crypto traders, and custodians.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Pictet Group: Largest independent Swiss private bank with broad HNW/UHNW wealth management, asset management, and alternative investment capabilities. Highly comparable in family-owned independence and Swiss private banking model, though materially larger in scale.
• Vontobel: Swiss private bank and asset manager offering wealth management, investment advisory, and digital asset services. Comparable in serving HNW clients across Switzerland and Germany, with stronger public-market footprint.
• Julius Baer: Leading Swiss private bank focused on HNW/UHNW wealth management globally. Comparable client segments and Swiss regulatory franchise; significantly larger scale and broader geographic reach.

Direct peers

• EFG International: Swiss private bank with HNW focus across Switzerland, Europe, and Asia. Closely comparable in product offering (advisory, discretionary mandates, lending, alternatives) and in catering to entrepreneurs and external asset managers.
• J. Safra Sarasin: Swiss private bank owned by the Safra family, serving HNW/UHNW clients globally with discretionary and advisory mandates. Comparable in family-owned independence, Swiss regulatory franchise, and conservative wealth management orientation.
• Mirabaud: Independent Swiss private bank with HNW/UHNW focus, wealth management, and asset management. Closely comparable family-owned, independent, mid-sized Swiss private banking model with similar client segmentation.
• Bordier & Cie: Independent Swiss private bank providing wealth management to private and institutional clients across Switzerland and internationally. Comparable family-controlled, mid-sized Swiss private banking franchise with discretionary and advisory services.
• Bank Frey: Small independent Swiss private bank in family ownership serving HNW clients with wealth management and investment advisory. Comparable in independent, family-owned Swiss private banking positioning though smaller scale.

Emerging players

• Sygnum Bank: Swiss-regulated digital asset banking group offering institutional and HNW crypto banking, custody, and tokenization services. Directly comparable to Maerki Baumann's ARCHIP sub-brand in serving crypto companies and providing regulated digital asset banking.
• AMINA Bank: Swiss FINMA-regulated crypto bank (formerly SEBA Bank) serving institutional and HNW clients with digital asset custody, trading, and staking. Overlaps with ARCHIP's regulated crypto banking and tokenization offering.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/maerkibaumann
• LinkedInlinkedin.com/company/maerki-baumann
• Facebookfacebook.com/profile.php

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Maerki Baumann & Co. AG