Zugerberg Finanz Kids

With a child comes increased desire for financial security. The earlier you ensure your child’s financial security, the more relaxed you can be looking ahead to the investments you’ll make throughout their life: a language-learning trip abroad, their driver’s license, going to university, getting their first apartment. The sooner you start saving for tomorrow, the more those assets can grow for your child.

Zugerberg Finanz Kids can be combined with the following mandate:
Zugerberg Finanz Revo

Flexible
Zugerberg Finanz Kids is flexible. If the situation requires it, you can reduce your contributions or pause deposits at any time. Additional deposits such as cash gifts can be paid into the current savings plan throughout the entire term – by anyone who wants to make a financial contribution.

Transparent
Online access gives you insight into the assets at any time. This allows you to transparently track every movement on the account / custody account.

Available at any time
You cannot plan life. If you (unexpectedly) need money for your offspring, you can withdraw capital at any time.

Important!
Due to legal regulations, the Zugerberg Finanz Kids investment solution is opened in the name of the parents, with a designation (e.g. name of the child).

Key values

Investment character

Active asset management,
ranges model according to the chosen investment strategy

Form of investment

One-off investment or capital generation plan;
flexible and individual

Investment amount

From CHF 3'000 (one-off investment) or
from CHF 100 per month (capital generation plan)
If the monthly payment of CHF 100 is too high,
you can also transfer CHF 150 per quarter.

Investment strategies

Zugerberg Finanz Revo1
Zugerberg Finanz Revo2
Zugerberg Finanz Revo3
Zugerberg Finanz Revo4
Zugerberg Finanz Revo5
Zugerberg Finanz RevoDividends
Zugerberg Finanz DecarbRevo

Investment instruments

Primarily individual titles

Asset management company

Zugerberg Finanz

Custodian bank

bank zweiplus ag
Depotbank Swissquote