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.
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.
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.
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.
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.
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.
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.
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.
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.
With reference to our market commentary from 7 April 2025, "Trade dispute, dealing with volatility", we would like to take this opportunity to provide an update to let you know that the situation on the international capital markets appears to be calming down.
The reason for the calm is that the tariffs announced by the Trump administration have been suspended for a period of 90 days.
There was a sell-off in equities on the international capital markets last week, particularly on Thursday and Friday. The pressure to sell remains high in Asia today and is once again affecting Europe, while US futures are also down significantly today.
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.
