Growth through CIO With a new Chief Investment Officer appointed in 2026 and a modular investment approach plus expanded global reach, there is an opportunity to cross-sell enhanced investment strategies, risk analytics, and family office solutions to high-net-worth clients seeking sophisticated asset allocation and independent asset manager services.

External Asset Management Recent leadership hire for Head External Asset Managers signals a focus on expanding external asset manager relationships. Sales can target affiliated wealth managers and independent advisers to onboard Maerki Baumann as a preferred custody and advisory partner, leveraging their independence and transparency.

UAe Expansion Expansion into United Arab Emirates and digital asset markets positions the bank to offer cross-border wealth services, crypto-related advisory, and digital asset custody. Identify opportunities to collaborate with regional family offices and fintechs needing Swiss wealth management and crypto capabilities.

Entrepreneur Banking The launch of Entrepreneur Banking in Zurich indicates a product focus for owner-managed businesses. Targeted offerings could include bespoke cash management, corporate treasury services, and succession planning packages for entrepreneurial clients transitioning to the bank’s wealth management platform.

Technology Advisory The Technology Advisory Board signals a commitment to innovation and client experience. Propose value propositions around digital onboarding, enhanced reporting, ESG/technology risk analytics, and modular advisory tools to attract tech-savvy clients and asset owners seeking transparent digital solutions.