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.

CEO and Founder Timo Dainese welcomed new faces to Zugerberg Finanz (ZF), offering a unique look into ZF’s history, financial fitness and Swiss wide client base. Brand Ambassador, Tania Mobayed, raised awareness on: “Expat here having life changing events such as job moves, retirement as a foreigner and moving residencies. The Swiss portable pension has challenges and ZF is here to bring clarity”. Chief Economist, Prof. Dr. Maurice Pedergnana, walked us through the FX impact on Swiss returns, global Fed % trends and an inside look at our Swiss centered stocks with who-what-why? ZF favors Swiss stocks that are local-global, dividend driven and hold high governance. Pension specialist and Sr. team leader, Thomas Aregger, upskilled our guests on Pillar II Vested Pension, the worksheet model and Switzerland’s latest pension policy for retirement- “Understand what you have and invest your capital” to beat inflation in the long run.

Zugerberg Finanz is not a bank, it is a 24-year-old international asset manager, with 15 year FINMA approval, now managing over 4 billion CHF assets rooted in Zug – a financial hub. The macroeconomic selection process in ZF R, Vested Pension R and ZF Revo portfolios serve: private persons, BVG vested pension II holders, corporate institutions and family offices. It offers affordable entry levels, via fractional investing, for mandate assets in global local investments. At Zugerberg Finanz, the founders and employees are invested 1:1 with the clients. These values based on trust, traditional and transparency are the seeds to the committed business model.

During the international networking apéro, guests quoted ”we are impressed by the modernity of this location and the high-end financial trading in this farmhouse hidden among the trees”. Gaining again in 2023 first place awards in Bilanz magazine and Morningstar rating, Zugerberg Finanz has made a difference to its clients and the asset Swiss management community. In closing, Timo encouraged guests to practice good financial and personal health – especially with our sponsorships and the Zugerberg Finanz Trophy.

The Third English event will take place on October 22nd at 18:00 pm at our handmade Lüssihof barnhouse. Online registration with details will follow shortly. If you are interested in our views and research, please check our English website, register for our cost-free English e-newsletter or contact us directly at info@zugerberg-finanz.ch