Information, reporting, and discussions

We keep you up to date on the current performance of your investments, highlight trends in the world of finance, and integrate you into our network of clients and specialists.

Specialist events and discussions

We regularly organize specialist events on current topics, where clients and interested parties can get informed and exchange ideas.

Financial reports

We keep our clients up do date on the market, our company’s development, and our strategies. We’ll send you news, information, and market analyses as weekly, monthly, and half-yearly reports directly to your inbox.

Financial reports

Account reports and online access

With Zugerberg Finanz custodian banks, you can view your account online at any time and track every movement. After the end of the calendar year, we will give you a detailed report on the development and performance of your personal custody account.

The Zugerberg Finanz App

The smartphone app gives you detailed insights into the performance and structure of your portfolio, right down to each individual position.
Download:
Apple App Store (iPhone)
Google PlayStore (Android)

News

You can find out about upcoming events, interesting articles, and other news about Zugerberg Finanz in the news section on our website.

News