Zugerberg Finanz vested benefits

Zugerberg Finanz’s vested benefits solutions allow you to invest your pension assets according to your own criteria.
The following events can give rise to vested benefits: interruption of employment, commencement of self-employment, divorce, and the end of statutory compulsory insurance.

Go to brochure

Choose your risk profile:

Low risk
High risk

Key values

Foundations

Two foundations are available for the Zugerberg Finanz vested benefits solutions: the Zugerberg Vested Benefits Foundation and the Wildspitz Vested Benefits Foundation.

Board of Trustees

The majority of the Board of Trustees are independent specialists and experts. The Board of Trustees has delegated the management of the foundations.

Management

The management of the foundation is entrusted to the second pillar consulting company, Aktiengesellschaft, Basel.

Auditing firm

The auditor of the foundations is Deloitte AG, Zurich.

Supervisory Authority of the Foundation

The foundations adhere to the investment restrictions set by the Swiss Ordinance on Occupational Old-Age, Survivors', and Disability Benefit Plans (BVV2). The foundations are subject to the Central Swiss Supervisory Authority for Occupational Old-Age, Survivors', and Disability Benefit Plans and Foundations (ZBSA), Lucerne.

Investment character

Actively managed custody account, ranges model according to the chosen
investment strategy

Type of investment

One-off investment

Investment amount

from CHF 5'000

Investment instruments

Primarily individual titles

Asset management company

Zugerberg Finanz