Financial and Pension Planning – Information event – October 2025
How transparent are your pension assets? Where is your pension invested? Is your Swiss pension 2 and 3a portable? What amount of CHF pension is enough for me? Who is working for me—an asset manager or a bank manager? Know your options and compare them in the Swiss financial industry when making decisions.
Investing money is not just a question of know-how. Today, more than ever, it is also a matter of trust. Investors seek approachable, trustworthy, honest and transparent financial partners—these are base values of Zugerberg Finanz. For 25 years, we have been supporting private and institutional investors of all sizes with their investments.
Our motto has always been and always will be: we only buy for our clients what we buy for ourselves.
Zugerberg Finanz is one of the largest independent asset managers in Switzerland. We are a local, owner-managed company, do not have conflicts of interest and deliver an impressive performance track record. What further sets us apart is that we offer solutions for every asset size and life situation.
If you are currently wondering where to go with your assets or your monthly/annual savings plans, we recommend that you consider the services of an independent asset manager in addition to traditional banks.
To give you a free and non-binding impression of our services and work environment, we invite you to one of our information events at our home, the historic Lüssihof in Zug.
| Theme: | Our experts will dive into ZF trusted values and demonstrate:
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| Date: | October 22, 2025 |
| Time: | 18:00 – 18:30 pm Get-in and Welcome Drink 18:30 – 19:45 pm Presentations 19:45 – 21:30 pm Apéro Riche |
| Keynote Speakers: | Timo Dainese, Founder and Managing Partner Prof. Dr. Maurice Pedergnana, Chief Economist and Managing Partner Tania Mobayed, Brand Ambassador Roger Baumgartner, Pension Specialist |
| Place: | Zugerberg Finanz, Lüssiweg 47, 6302 Zug (find us on Google Maps) |
| RSVP: | Latest by October 16, 2025, Registration online, limited seating |
This is an information event for the English speaking community. It is an opportunity to hear about current topics in investing and appropriate solutions for Swiss domiciled individuals. Zugerberg Finanz is a 25-year-old asset manager, managing over 5 billion CHF portfolios for: private persons, BVG vested pension II holders (portable pension), corporate institutions and family offices, offering affordable entry levels and with active management.
Registration
To registration Information event – October 22, 2025