Digital assets as a supplement to a diversified portfolio with a long-term focus Maerki Baumann does not recommend short-term crypto speculation, instead advising in favour of the inclusion of digital assets as a supplement to a diversified portfolio with a long-term focus. As part of our asset management service, we offer two actively managed products. Remote video URL Crypto as an addition to a traditional portfolio - the perfect match?* Small crypto share - big impact: Anyone who has invested just 2% of their portfolio in crypto since December 2019 could achieve a return of 35.95% by December 2024 - 11.98% more than without crypto! In the last two videos of the four-part video series, we summarise our findings for you. Watch the four-part video series (German) The “Crypto” focus module* The “Crypto” focus module is integrated into our proven modular investment solution. It comprises an actively managed, diversified portfolio made up of several crypto assets and is available from an investment amount of CHF 100,000. The portfolio is managed and monitored in a segregated wallet that meets the highest security standards.Interested? Ask now! Strategy module plus The strategy module plus expands on the traditional investment strategy with the addition of up-and-coming alternative asset classes such as private market investments and crypto assets. These improve the risk-return profile and provide a unique offering on the market. It is based on the strategic and tactical asset allocation of the experienced Investment Committee, which analyses the financial markets, identifies opportunities and adjusts the allocation optimally every month.Contact us The ARCHIP Crypto Certificate This actively managed crypto product consists of a diversified portfolio containing several crypto assets and is available from an investment amount of CHF 10,000. FIND OUT MORE You might also be interested in Custody, trading and staking Thanks to our e-banking and mobile banking app, you can access your portfolio at any time. You can also trade digital assets or exchange them for fiat currencies. The crypto assets are held in safe custody in Switzerland using segregated wallets. Crypto investment advice Our thorough investment advisory service in the area of digital assets is based on Maerki Baumann’s proven and multi-award-winning advisory process. *Please note that due to German regulatory requirements, we are unable to provide the above crypto service (Crypto focus module) to our clients domiciled in Germany.
Custody, trading and staking Thanks to our e-banking and mobile banking app, you can access your portfolio at any time. You can also trade digital assets or exchange them for fiat currencies. The crypto assets are held in safe custody in Switzerland using segregated wallets.
Crypto investment advice Our thorough investment advisory service in the area of digital assets is based on Maerki Baumann’s proven and multi-award-winning advisory process.