Longevity II: Investing for a Longer Life – October 2026

Living longer changes how we invest, plan, and support our families. Whether you are preparing for a longer retirement, helping aging parents, or guiding the next generation, every stage of life brings different financial priorities.

Join us to explore:

• The Sandwich Generation – balancing financial responsibilities between parents, children, and your own future.  Living longer changes how multi-generations plan for longevity life events.
• Different Generations, Different Decisions – Understanding how investment priorities evolve across life stages, and how to help parents and adult children make confident, independent financial decisions.
• A Longer Swiss Retirement – pension check-ups, Swiss policy review, financial forecasting, and investment strategies prepare you for a longer life with financial confidence. For clarity, meet with our pension expert.

Discover how our Swiss investment perspective—in quality companies, CHF-based investing, and global diversification—can help build resilient portfolios for long-term financial security.

Investors seek approachable, transparent and trustworthy financial partners – these are the core values of Zugerberg Finanz. Our motto has always been and always will be: we only buy for our clients what we buy for ourselves.

Invitation Flyer  PDF

This is an introduction 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 26-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  Wednesday, 21 October 2026