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.
To the brochure
Choose your risk profile:
Active asset management, ranges model according to the chosen investment strategy
One-off investment
From CHF 500'000 (one-off investment)
Mainly individual titles, supplemented by ETFs and investment funds
Zugerberg Finanz
Zuger Kantonalbank AG, UBS, Julius Baer
from CHF 5'000 or CHF 100 per month
from 3'000 CHF or CHF 100 per month
from 5'000 CHF or CHF 100 per month
