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.
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Choose your risk profile:
Two foundations are available for the Zugerberg Finanz vested benefits solutions: the Zugerberg Vested Benefits Foundation and the Wildspitz Vested Benefits Foundation.
The majority of the Board of Trustees are independent specialists and experts. The Board of Trustees has delegated the management of the foundations.
The management of the foundation is entrusted to the second pillar consulting company, Aktiengesellschaft, Basel.
The auditor of the foundations is Deloitte AG, Zurich.
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.
Actively managed custody account, ranges model according to the chosen investment strategy
One-off investment
from CHF 5'000
Mainly individual titles, supplemented by ETFs and investment funds
Zugerberg Finanz
