Asset management
with vision

Monthly Report 08/2026

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.

Semi-annual Report 02/2026

We are pleased to inform you that we have published our semi-annual report 02/2026. The Zugerberg Finance semi-annual report gives you a generous insight into current economic events and the capital markets. At the same time, you will learn more about the diverse strategies and performance of our asset management services. In addition, you will receive information on current topics from our company.

Updates on portfolio adjustment

Our investment philosophy has been based on tried-and-tested principles and a commitment to continuous improvement for many years now. With this in mind, we regularly review the strategic orientation of our portfolios and continuously adjust them further.

Calendar

Longevity II: Investing for a Longer Life – October 2026
Wed 21. Oct 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.

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.