BILANZ: The best Asset Manager in Switzerland 2023 — Zugerberg Finanz AG
Every year, the renowned Swiss business magazine BILANZ selects the best asset managers in Switzerland. We have been participating in this ranking since 2018 and have since achieved first place three times (Best Asset Manager in Switzerland; 2018, 2019, 2020) and third place twice (2021, 2022).
We are delighted to inform you that, according to the current ranking from February 2024, we have once again been named the best Asset Manager in Switzerland. Our excellent performance in 2023 made a major contribution to this outstanding result.
The recognition in Switzerland’s most renowned ranking of asset managers confirms the success of our concept of independent asset management predominantly based on individual titles. We focus on steady income from interest and dividends, mainly in Swiss francs, and follow a reliable, sound investment process based on our own opinions. We only pursue the interests of our clients. In doing so, we do not expect them to take any risks we don’t take ourselves: we invest our own assets exactly the same way as those of our clients. We consistently stick to this proven model for success.
This achievement highlights our expertise and reliability in wealth management and corroborates the trust our valued clientele and partners have placed in our company for the past 24 years.
Read here the article of the latest ranking – published in the BILANZ issue of 23 February 2024.
For further information, please do not hesitate to contact us.