Milestones

2000

The founding
The turn of the millennium marked the date our company was founded. This step was the result of two years of thorough preparation.

2009

Launch of the Zugerberg Finanz Foundations
In 2009, we set up the Zugerberg Vested Benefits Foundation. This was followed by our 3a Retirement Savings Foundation. In 2014, we launched our occupational pension solutions. Then came the second vested benefits foundation, the Wildspitz Vested Benefits Foundation, in 2019.

2011

The historic Lüssihof
We have been based at the Lüssihof at the foot of the Zugerberg since 2011. The former farm was built in 1828. With its deep historical roots in the region and unique far-reaching views, the domicile fits our company perfectly.

2012

Establishment of the Advisory Board
Experience, specialist knowledge, and clear values: with the establishment of the Economic and Financial Advisory Board, we expanded our analytical expertise to include another professional component.

2014

2017

Awards and accolades
In 2017, the financial analysis company Morningstar awarded us five stars. This was followed by other awards from Citywire and BILANZ in the next few years.

2020

Anniversary year
We celebrated our 20th anniversary in 2020. The same year, we launched the “Revo” mandate, our mini investment revolution. Revo enables us to buy fractional shares, which means that, since then, we have been able to implement the equity share via individual titles even for those with smaller assets: directly, efficiently, and transparently. Truly a mini revolution!

2021

The next chapter
In 2021, we added another commitment to our activities in the field of corporate social responsibility. The Zuger Trophy became the “Zugerberg Finanz Trophy”: permanently set up timed sections for runners, bike racers, cyclists, and joggers. Highlight: the Altitude Challenge.
In the summer, we launched “3a Revo”, which means that our 3a Foundation now also offers a solution based primarily on individual titles. A milestone, unique in the Swiss pension world.
Autumn was all about the launch of our Zugerberg Finanz app for smartphones. This was an important step towards the digital transformation of our company.

2022

All about sustainability
In 2022, we consolidated our range of mandates and fully replaced the fund-based asset management mandates with Revo.
With the launch of “DecarbRevo”, an impact investing solution with a sustainable portfolio, we now invest your assets in carefully selected companies that make an effective contribution to decarbonizing the earth – because tackling the climate crisis requires more action to be taken.
With over CHF 3 billion worth of assets under management, we are one of the largest asset management companies in Switzerland that is independent of banks.

2023

Growth, Innovation, and Excellence
In 2023, Zugerberg Finanz was able to drive forward its digital development in a targeted manner. All mandates were successfully enabled on our mobile app, and further important steps were taken with the launch of the web app and digital onboarding for the tied assets.
Since the summer of 2023, our website and all relevant documents have also been available in four languages: German, English, French, and Italian.
We also received external recognition for our development: BILANZ named us the best asset management company in Switzerland. On top of that, we were once again named one of the Top 50 Asset Managers in Switzerland by Citywire and awarded the “Highly recommended” rating by ZweiWealth.
Our team grew to 64 employees over the course of the year. At the same time, our assets under management increased from CHF 3.1 to 3.6 billion.

2024

A year of digital transformation and growth
For Zugerberg Finanz, the year 2024 was dominated by digital development and sustainable growth. Our assets under management rose to CHF 4.5 billion, an expression of the trust our clients place in us and our long-term approach.
Our team passed the 70-employee mark and grew to include more talented professionals.
With the launch of digital onboarding for free assets (Revo) and the introduction of digital statements of assets and tax certificates right in our app, we were able to further simplify and modernize our services.
Thanks to our clear focus on innovation and excellence, we are ideally positioned to keep setting new milestones in the future and continue our success story.

2025

25 years of Zugerberg Finanz
and forward-looking milestones
Zugerberg Finanz celebrated its 25th anniversary in 2025. A significant milestone, marked by trust, stability, and long-term relationships.
Around 100 employees are committed to serving our clients every day. The majority of them are based at our domicile in the Lüssihof in Zug, with a handful of employees at our site in Geneva, and 9 developers at our subsidiary “Novi Digital” in Serbia.
By further developing our teams and locations, we are specifically boosting our expertise in consulting, technology, and operational quality. At the same time, we are continuously investing in the further development of our digital processes and services.
Another important step was taken in June 2025: 18 employees were appointed as partners. In doing so, we sent a clear message of continuity, shared responsibility, and entrepreneurial thinking across generations.
Over the course of the year, our assets under management exceeded the CHF 5 billion mark.
This trust from our clients confirms our long-term and independent approach.