Another year has passed since our 25th anniversary. Once again, we can look back on dynamic and successful development. Our team has continued to grow and now includes around 100 employees. On our 26th anniversary, our assets under management totaled 5.4 billion Swiss francs.
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 “Continued Solid Growth”
Topic of the week: “Inflation shock or buying opportunity?”
The new podcast from Zugerberg Finanz “Zugerberg Finanz Perspektive”
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 “Risks to Price Stability”
Topic of the week: “AI, Cybersecurity, and the Stock Market Rally”
Events
“Information event for private individuals – presentation in Swiss German – Investing is also a matter of trust”,
“Zugerberg Finanz KidsDay – May 2026”,
“Zugerberg Finance Economic and Stock Market Outlook – June 2026”
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 “In the middle at around 13'000 points”
Topic of the week: “50 Years of Apple”
Events
“Information event for private individuals – presentation in Swiss German – Investing is also a matter of trust”,
“Zugerberg Finanz KidsDay – May 2026”,
“Zugerberg Finance Economic and Stock Market Outlook – June 2026”
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.
On March 19th, we presented “Longevity and Financial Markets Outlook 2026” at our traditional Lüssihof headquarters. This was a unique combination theme event, as guests heard and saw the stock and industry connections with financial income forecasts. We examined 2026 major current crises in geopolitical and economic situations impacting portfolios from a Swiss franc point of view.
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 “The SMI is heading for a clear decline in March”
Topic of the week: “Learning from the last Inflation Wave”
Events
“Information event for private individuals – presentation in Swiss German – Investing is also a matter of trust”,
“Zugerberg Finanz KidsDay – May 2026”,
“Zugerberg Finance Economic and Stock Market Outlook – June 2026”
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 “The Strait of Hormuz remains closed”
Topic of the week: “Are key rates and mortgage rates rising?”
Events
“Information event for private individuals – presentation in Swiss German – Investing is also a matter of trust”,
“Zugerberg Finanz KidsDay – May 2026”,
“Zugerberg Finance Economic and Stock Market Outlook – June 2026”
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 “How much longer?”
Topic of the week: “Stay invested”
Events
“Information event for private individuals – presentation in English – Longevity & Financial Markets Outlook 2026”,
“Information event for private individuals – presentation in Swiss German – Investing is also a matter of trust”,
“Zugerberg Finanz KidsDay – May 2026”
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.
The geopolitical and economic conditions have changed considerably in recent months. Ongoing geopolitical tensions, structural changes in the global economy, and technological developments (e.g. artificial intelligence) are having an increasing influence on the market environment.
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 “Increased volatility due to the war in Iran”
Topic of the week: “More than $100 Dollar per barrel”
Information
“Tax statements 2026”,
“Information event for private individuals – presentation in English – Longevity & Financial Markets Outlook 2026”
