Women Prepare Your Portfolio 2025 – English information event – Review
On July 3rd, Zugerberg Finanz hosted an impactful event, „Women, Prepare Your Portfolio“, tailored exclusively for women in Zug. This upskilling initiative marked a pioneer collaboration with the PWN Zug Zurich chapter and the Zug international community, reflecting Zugerberg Finanz’s commitment to financial awareness and accessibility to managed portfolios at easy entry levels. It was a remarkable coincidence that the event date was on the milestone announcement of CHF 5 billion in assets under management, shared by CEO Timo Dainese. He offered valuable insights into the asset manager’s 25 years old roots, the strategic success of fractional equity trading, and the benefits of early diversification. Dainese also addressed the current geopolitical landscape and the stable investment strategy within Zugerberg Finanz’s Revo 5+1 portfolio models. History has proven that volatility presents opportunities, and stable, quality companies drive long-term performance – enabling the healthy lifestyles we value.
Renowned economist Dr. Maurice Pedergnana provided a new perspective for portfolios by connecting Swiss economic components of state and personal pensions as part of our overall wealth and total equity allocation. His engaging session highlighted key financial planning topics such as visual portfolio structuring before and after inheritance, bridging pension gaps, and understanding nominal versus real returns across five risk profiles in Swiss Francs. Tania Mobayed, a strong advocate for financial literacy among the established expats of Zug, emphasized the power of preparation and shared insights into why women often achieve better investment outcomes and buy purpose driven equities. The relevance of the Swiss franc – a dominant currency for the audience – was highlighted through financial chart showing its positive impact on equity and dividend-focused investments, particularly within a Swiss-biased asset manager. Guests concluded the evening with a networking flying dinner, experiencing the elegant, non-bank alternative that Zugerberg Finanz represents. Recognized for its consistent awards by Bilanz and Morningstar, Zugerberg Finanz offers its services Swiss-wide in English, German, French, and Italian, catering to both private and institutional clients.
The next English event will take place on October 22nd at 18:00 pm at our Lüssihof barnhouse. Online registration with details will follow at a later date. If you are interested in our views, please check our website or contact us directly at: info@zugerberg-finanz.ch.