Longevity & Financial Markets Outlook 2026 – Information event – March 2026

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. We advise private and institutional investors on 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 our next information event at our home, the historic Lüssihof in Zug.

 

Theme: What does longevity mean for individual investors? A longer life span requires decades of income generating assets. How will you cover your CHF needs? Join us if you are new to Zugerberg Finanz or you are seeking Swiss solutions on your current and retirement assets for Longevity and see our Financial Markets Outlook 2026.

We will clarify Zugerberg Finanz trusted values and demonstrate:

  • Quality stocks considering inflation & longevity factors
  • Insights to industries and companies
  • Longevity risk / return benefits with financial planning
 
Date: Thursday, 19 March 2026
 
Program:  18:00 – 18:30 pm Get-in and Welcome Drink
18:30 – 19:30 pm Presentations
19:30 – 21:30 pm Light Apéro
 
Speakers: Timo Dainese, Founder and Managing Partner 
Prof. Dr. Maurice Pedergnana,
Chief Economist and Managing Partner
Tania Mobayed, Brand Ambassador
 
Place: Zugerberg Finanz, Lüssiweg 47, 6300 Zug
(find us on Google Maps)

PDF Flyer

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

Register here Thursday, 19 March 2026