News

Trust in Transparency – English information event

On October 22nd, we presented in English meaningful topics at our traditional Lüssihof headquarters, focused on “Trust in Transparency”. It was an interactive evening with over 40 guests as we presented our corporate philosophy, investment and market view.  

Monthly Report 10/2024

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 09/2024

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.

ZIWC Magazine – An Interview with CEO Timo Dainese

ZIWC recently interviewed Timo Dainese, CEO and Founder of Zugerberg Finanz, after attending ‘How Fit is Your Pension?’ event in May. We learn more about the origin of his company, his motivations, and what drives his success.

Monthly Report 08/2024

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 02/2024

We are pleased to inform you that we have published our semi-annual report 02/2024. 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.

Monthly Report 07/2024

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.

How Fit is Your Swiss Pension? – Review

On May 23rd, 2024, we presented in English prominent topics at our traditional Lüssihof headquarters on How Fit is Your Swiss Pension? A full house of over 60 Established Expats gained awareness to the recent pension policies, our corporate philosopy and our managed portfolio research – a triple topic agenda.

Monthly Report 06/2024

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 05/2024

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.

4 BILLION – a journey of determination, trust, and loyalty

I am delighted to announce today that Zugerberg Finanz has reached a milestone: 4 billion Swiss francs' worth of assets under management (AuM). This success is not only a significant moment for our company, but also a reminder of the journey we have been on with our clients, partners, and employees. A journey full of development, dynamism, growth, defeats, and successes.

Zugerberg Finanz is celebrating its birthday today and would like to say thank you!

24 years of Zugerberg Finanz – it is with joy and pride that we look back on a dynamic, exciting, and thrilling time, in which we were able to establish the company as one of the leading independent asset management companies in a highly competitive market.