News

Weekly Report 42/2025

Our new weekly report has been published. Get the latest figures on the economy and stock market, as well as an outlook for the coming week. In this week's report, you can read about:

Article ‘Many headlines last week’
Topic of the week: ‘Not investing enough?’
Information ‘3a deposits – a pending issue?’

Monthly Report 10/2025

We are pleased to present our latest monthly report. This gives you extensive insights into the current economic developments, the capital markets, and the individual asset classes. You will also find out more about the various strategies of our asset management services and how these strategies are performing.

Monthly Report 09/2025

We are pleased to present our latest monthly report. This gives you extensive insights into the current economic developments, the capital markets, and the individual asset classes. You will also find out more about the various strategies of our asset management services and how these strategies are performing.

Monthly Report 08/2025

We are pleased to present our latest monthly report. This gives you extensive insights into the current economic developments, the capital markets, and the individual asset classes. You will also find out more about the various strategies of our asset management services and how these strategies are performing.

Semi-annual Report 02/2025

We are pleased to inform you that we have published our semi-annual report 02/2025. The Zugerberg Finance semi-annual report gives you a generous insight into current economic events and the capital markets. At the same time, you will learn more about the diverse strategies and performance of our asset management services. In addition, you will receive information on current topics from our company.

Women Prepare Your Portfolio 2025 – English information event – Review

On July 3rd, Zugerberg Finanz hosted an impactful event, „Women, Prepare Your Portfolio“, tailored exclusively for women in Zug. This upskilling initiative marked a pioneer collaboration with the PWN Zug Zurich chapter and the Zug international community, reflecting Zugerberg Finanz’s commitment to financial awareness and accessibility to managed portfolios at easy entry levels.

Into the future together: expanding the partner structure at Zugerberg Finanz

We are delighted to announce that we have reached a significant milestone in our company's history: 18 of our approximately 80 employees have been promoted to partner.
This move reflects our belief that true, sustainable success only comes through shared values, entrepreneurial thinking, and shared responsibility.

Monthly Report 07/2025

We are pleased to present our latest monthly report. This gives you extensive insights into the current economic developments, the capital markets, and the individual asset classes. You will also find out more about the various strategies of our asset management services and how these strategies are performing.

Important announcement: Holcim hives off US business – spin-off of Amrize – Amrize now independently listed on stock exchanges

We would like to inform you that in the course of Holcim spinning off its US business into an independent company on 23 June 2025, the new company Amrize (ticker: AMRZ) has successfully commenced independent stock exchange trading.

Monthly Report 06/2025

We are pleased to present our latest monthly report. This gives you extensive insights into the current economic developments, the capital markets, and the individual asset classes. You will also find out more about the various strategies of our asset management services and how these strategies are performing.

Monthly Report 05/2025

We are pleased to present our latest monthly report. This gives you extensive insights into the current economic developments, the capital markets, and the individual asset classes. You will also find out more about the various strategies of our asset management services and how these strategies are performing.

25 Years of Zugerberg Finanz

Zugerberg Finanz is celebrating its 25th anniversary today and would like to say thank you! What began 25 years ago as a one-person company has since developed into one of the leading independent asset management companies in Switzerland. With around 80 employees and assets worth more than 4.5 billion Swiss francs under management, we can look back on an exciting and dynamic period with joy, pride, and gratitude.