Financial and Pension Planning – English information event – Review
On October 22nd, Zugerberg Finanz presented a dynamic information event at our traditional Lüssihof headquarter, focusing on “Financial and Pension Planning.” Key takeaways included- start early, start with any amount, be consistent and keep calm.
Tania Mobayed welcomed a full house, raising awareness on life-changing events such as career transitions, retirement as a foreigner and relocation. Understanding your portfolio, gaining clarity on pension positions and investing 1:1 with the employees-owners were her suggestions.
Roman Leu, Head of Private Clients, introduced our corporate profile and highlighted our uniqueness through fractional share investing, which grants access to Zugerberg Finanz’s mandated portfolios and competitive pricing. His advice to maintain a healthy lifestyle through good nutrition and social engagement reminded us of the broader goal – longevity in both personal and financial well-being.
Our pension expert, Roger Baumgartner, provided further clarity on Swiss pension decisions, demonstrating how compounding interest can yield higher long-term returns. He emphasized that establishing a financial plan and conducting regular pension health checks are key to ensuring a stable income during retirement through careful policy reviews, tax efficiency, and optimal timing.
Our Chief Economist, Prof. Dr. Maurice Pedergnana, offered a global economic overview, focusing on the direct impact of U.S. consumption, migration trends, and major stock market drivers. A closer look at U.S. data revealed that foreign exchange fluctuations and interest rate risks have influenced both business decisions and European market performance. Based on risk-return considerations, investors may find more stable outcomes in dividend-driven stocks compared to the fast-growing technology sector that dominates the headlines. Zugerberg Finanz continues to favor Swiss equities that combine growth potential with solid dividends and sound Swiss corporate governance.
Celebrating our 25th anniversary and reaching CHF 5.2 billion in assets under management, Founder and CEO Timo Dainese and the Zugerberg Finanz team are proud to serve a wide range of clients – including private individuals, vested benefits holders (BVG II), corporations, and family offices. The company offers accessible entry levels through fractional investing for all generations. At Zugerberg Finanz, founders and employees invest 1:1 alongside clients, ensuring full alignment of interests. These values – trust, tradition, and transparency – form the foundation of our committed business model.
At the networking dinner, guests experienced Zugerberg Finanz as a reputable non-bank alternative based in Zug, consistently recognized with awards from Bilanz and Morningstar. The company delivers its services across Switzerland, in English, German, French, and Italian, to private and institutional clients alike.
The next English event will take place on March 19th 2026 at 6:00 p.m. at our Lüssihof barnhouse. Online registration will follow at a later date. If you are interested in our insights, please check our website or contact us directly at: info@zugerberg-finanz.ch and register for our complimentary newsletter.