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
Other investment solutions
Zugerberg Finanz Revo
Invest like the pros: our revolutionary investment solutionfrom CHF 5'000 or CHF 100 per month
Zugerberg Finanz R
Our flagship solution - winner of multiple awards from the business magazine Bilanz.from CHF 500'000
Zugerberg Finanz DecarbRevo
Impact investing: help decarbonize the worldfrom 5'000 CHF or CHF 100 per month