Stefan Meier
Maerki Baumann & Co
Meet the Speaker
About the Speaker
Stefan Meier, CIIA, is an experienced investment and pension advisor with a strong background in asset and multi-asset management. After several years at Julius Baer in Zurich and London, he has been serving clients at Clientis Sparcassa 1816 since 2020. His educational background includes the CIIA designation as well as diplomas in financial planning and banking.
About Maerki Baumann & Co
The Zurich-based, family-owned private bank focuses on its core competencies in investment advisory and asset management, as well as on serving independent asset managers. The bank currently manages approximately CHF 10 billion in client assets, primarily from Switzerland and Germany.