News

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.

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.

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.

Monthly Report 04/2024

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.

Citywire – Top 50 IAM 2024

We are honoured to have once again received the Top 50 IAM Award from Citywire. We would like to thank our valued clients and our partner companies in Switzerland who have made the incredible development of Zugerberg Finanz "from scratch" to one of the most important independent asset managers possible over the past 24 years.

Monthly Report 03/2024

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.

What Now? The Rate Reversal – English information event

On February 29, 2024, we held our second English information event at Lüssihof on the topic of “What Now? The Rate Reversal”. The second English event was a tailored breakfast for Established Expats in our traditional 200 year old Lüssihof.

Monthly Report 02/2024

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.

Account statements and reporting 2023 – Mailing dates for end-of-year statements

Dear customers
In this newspost, we have summarised the dispatch dates for the various end-of-year statements for you.

Semi-annual Report 01/2024

We are pleased to inform you that we have published our semi-annual report 01/2024. 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 01/2024

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 12/2023

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.