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.

CEO and Founder Timo Dainese welcomed English first time visitors to Zugerberg Finanz. Brand Ambassador, Tania Mobayed, raised awareness for Established Expats, quoting ‘moving to Zug and thinking in Swiss francs is a challenge and positively possible.’  Guests felt financially understood as local global expertise from Chief Economist, Prof. Dr. Maurice Pedergnana, elaborated on pending Fed Rate Reversal impact for bonds, real estate and stocks.

Zugerberg Finanz is not a bank, it is a 24 year old asset manager, with FINMA approval, managing over 3.8 billion CHF.  The macroeconomic selection process in ZF R and ZF Revo portfolios serve private clients, BVG vested pension II holders, corporate institutions and family offices.  It offers affordable entry levels via fractional investing. 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.

The brief morning offered insights to Revo and vested pension II mandates. During the Q&A networking, guests quoted ”we pass this old barn for years and are surprised that a multi-billion-dollar modern company is hidden among the trees”.  Leading with first place awards in Bilanz magazine and Morningstar rating, Zugerberg Finanz has established its roots and is dedicated to community engagements.  In closing, Timo encouraged guests to practice good financial and personal health. He encouraged participation in 2024 sport and community events with the Zugerberg Finanz Trophy, Zug Seenachtsfest and Zugerberg Finanz Classic. For more details please see our social commitments