Question 1

What is MBaer Merchant Bank AG?

Accepted Answer

MBaer Merchant Bank AG is a Swiss private merchant bank based in Zurich, specializing in personalized banking services for entrepreneurs, their families, and their businesses. Founded in 2018, the bank positions itself as a "new generation bank" that combines traditional Swiss banking values with innovative financial solutions.

The institution focuses on providing comprehensive, individualized services to high-net-worth individuals, family offices, external asset managers, and corporate clients. MBaer Merchant Bank AG is authorized and supervised by the Swiss Financial Market Supervisory Authority (FINMA).

Question 2

When was MBaer Merchant Bank AG founded?

Accepted Answer

MBaer Merchant Bank AG was officially founded on July 19, 2018, when it was registered in the Swiss Commercial Register. The bank received its Swiss Banking License from FINMA in December 2018, allowing it to commence full banking operations.

The bank was established by Michael Bär, who is the great-grandson of Julius Bär, founder of the renowned Julius Bär private bank that was established in Zurich in 1890. Michael Bär served as a member of the Group Executive Board of Julius Bär Group AG for many years before deciding in 2015 to create a new merchant bank.

His vision was to return to the original concept of merchant banking, where banks were established by entrepreneurs for entrepreneurs, treating the business owner, their business, and their family as a single entity.

Question 3

Where is MBaer Merchant Bank AG headquartered?

Accepted Answer

MBaer Merchant Bank AG is headquartered in Zurich, Switzerland, located in the heart of Zurich's financial district. The bank's registered office address is in the 8002 Zurich postal code area.

The strategic location in Switzerland's primary financial center provides the bank with strong connections to both domestic and international markets while maintaining deep roots in Swiss banking tradition.

Question 4

Where does MBaer Merchant Bank AG operate?

Accepted Answer

MBaer Merchant Bank AG operates primarily from its headquarters in Zurich, serving clients throughout Switzerland. While the bank's physical presence is centered in Zurich, its services extend to international clients.

The bank works with companies and individuals from various jurisdictions, including Austria, British Virgin Islands, Cyprus, Germany, Hungary, Italy, Mexico, Russian Federation, Singapore, Spain, Turkey, Ukraine, United Arab Emirates, and the United Kingdom, with other jurisdictions available upon request.

Question 5

What services does MBaer Merchant Bank AG offer?

Accepted Answer

MBaer Merchant Bank AG provides a comprehensive range of banking services organized into three main areas: Wealth Management, Corporate Banking, and Private Office Services.

Wealth Management services include asset management, wealth advisory, portfolio management, investment advisory, and bespoke financial planning tailored to individual client needs.

Corporate Banking services encompass trade finance, mergers and acquisitions advisory, financing solutions, payment processing, letter of credit issuance, guarantees, foreign exchange trading, precious metals and commodities trading, and derivatives transactions.

Private Office Services offer mandates to monitor, optimize, and protect family wealth, including inheritance consultancy, estate planning, tax advisory, and administration of collective investment schemes.

The bank provides access to its services through branch banking and online banking platforms, enabling remote account opening for clients. All deposits up to 100,000 CHF are protected under Switzerland's esisuisse Deposit Insurance scheme.

Question 6

What makes MBaer Merchant Bank AG unique?

Accepted Answer

MBaer Merchant Bank AG distinguishes itself through its heritage-driven approach to merchant banking. As a bank founded by the great-grandson of Julius Bär, it carries forward over 130 years of Swiss banking tradition while maintaining an entrepreneurial focus.

The bank's philosophy centers on treating business owners, their businesses, and their families as a single integrated entity, providing all required services under one roof. This holistic approach allows for highly customized solutions that consider the complete financial picture of entrepreneurial clients.

MBaer emphasizes its ability to "think outside the box," combining experience and expertise to deliver tailored solutions where clients are actively involved in developing their financial strategies. The bank maintains a commitment to discretion, security, and reliability that characterizes traditional Swiss banking.

Despite being relatively young, the bank has demonstrated significant growth, with total assets increasing by 480% between 2019 and 2020.

Question 7

What type of financial institution is MBaer Merchant Bank AG?

Accepted Answer

MBaer Merchant Bank AG is a merchant bank, a specialized type of financial institution that focuses on providing banking services to businesses, entrepreneurs, and high-net-worth individuals. In Switzerland, it operates as an Aktiengesellschaft (AG), which is a company limited by shares.

As a merchant bank, MBaer combines elements of private banking, corporate banking, and investment banking, with particular emphasis on personalized service and comprehensive financial solutions for entrepreneurial clients. The bank is classified as a stock exchange bank and operates as a licensed bank and securities dealer under Swiss financial regulations.

This institutional structure allows MBaer to offer a full spectrum of banking services while maintaining the flexibility to provide highly individualized solutions that address the complex needs of business owners and their families.

MBaer Merchant Bank AG

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About MBaer Merchant Bank AG in Switzerland