Zugerberg Finanz R
Zugerberg Finanz R gives investors the opportunity to benefit from professional, active asset management from a one-off investment of CHF 500’000 or more.
We buy individual titles whenever possible and appropriate. We supplement these with ETFs and investment funds to ensure optimal diversification, especially abroad and in the case of bonds.
Key values
Investment character
Active asset management,
ranges model according to the chosen investment strategy
Form of investment
One-off investment
Investment amount
From CHF 500'000 (one-off investment)
Investment instrument
Mainly individual titles, supplemented by ETFs and investment funds
Asset management company
Zugerberg Finanz
Custodian bank
Zuger Kantonalbank, Credit Suisse (Switzerland) AG
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