Assisted four investment managers (stocks CH, DE, USA | fixed income CH, DE, USA, EM)
Presented the evaluation and recommendations for the German market strategy to top management
Supported the Head of Risk Management in the performance tracking of the bank's portfolios
Company Description
As a family-owned private bank, it attaches the greatest importance to independence and security. From investment advice to asset management, its services are fully focused on the needs and satisfaction of its clients. Maerki Baumann is competent, committed and open in its dealings with its clients. Corporate management and investment activities are based on its guiding principle of "security before return". Its equity base is correspondingly solid. It relies on the advantages of the Swiss financial centre and the classic virtues of Swiss private banking: the highest quality standards, consistent service orientation, professionalism and reliability.