Asset management
with vision
Monthly Report 04/2024
We are pleased to present our latest monthly report. This gives you extensive insights into the current economic developments, the capital markets, and the individual asset classes. You will also find out more about the various strategies of our asset management services and how these strategies are performing.3a Revo – Revolutionary pension solution
We are delighted to present our new 3a pension solution: Zugerberg Finanz 3a Revo. The name is no exaggeration: it is a revolutionary pension concept. 3a Revo is probably the most direct and efficient 3a solution on the Swiss pension market, making it also the one with the best prospects.Citywire – Top 50 IAM 2024
We are honoured to have once again received the Top 50 IAM Award from Citywire. We would like to thank our valued clients and our partner companies in Switzerland who have made the incredible development of Zugerberg Finanz "from scratch" to one of the most important independent asset managers possible over the past 24 years.Those who trust us with their money are relying on us. That’s why we invest all our knowledge, passion and experience in your assets – and take care of your capital in a way that’s active, independent and responsible. Day after day, personally and always in your interest.
Welcome to Zugerberg Finanz.
We are an owner-managed company domiciled in the historic Lüssihof in Zug.
About usWe are an owner-managed company domiciled in the historic Lüssihof in Zug.
We offer investment solutions for every asset and life situation.
Asset ManagementWe offer investment solutions for every asset and life situation.
In 2024, Zugerberg Finanz was named the best asset management company in Switzerland by BILANZ for the fourth time.
BILANZ: The best Asset Manager in Switzerland 2023 — Zugerberg Finanz AGIn 2024, Zugerberg Finanz was named the best asset management company in Switzerland by BILANZ for the fourth time.