Trust in Transparency – Information event – October 2024
![](https://zugerberg-finanz.ch/wp-content/uploads/2023/07/WP_image_16_09_Infoevent-EN-2023.jpg)
Theme: | How transparent are your investments? Do you own ETFs, mutual funds or managed portfolios in your Vested portable pensions or banked liquid assets? Wondering about the management style – passive or active? Join us to see the benefits for the Established Expat.
Our experts will dive into ZF trusted values and demonstrate: – Actively managed portfolios & net returns |
Date: | October 22, 2024 |
Time: | 18:00 pm Welcome Drink 18:30 – 20:30 pm Presentation followed by an Apéro Riche. |
Keynote Speakers: | Timo Dainese, Founder and Managing Partner Tania Mobayed, Brand Ambassador & Sr. Advisor Expat Desk Prof. Dr. Maurice Pedergnana, Chief Economist and Managing Partner Cyrill von Burg, Chief Investment Officer |
Place: | Zugerberg Finanz, Lüssiweg 47, 6302 Zug (find us on Google Maps) |
RSVP: | Latest by October 18th 2024, Registration online, limited seating |
This is a tailored event for the Established Expats (EE) community. It is an opportunity to learn about current topics in investing and appropriate solutions for Swiss domiciled individuals. Zugerberg Finanz is a 24 year old asset manager, managing over 4 Billion CHF portfolios for: private persons, BVG vested pension II holders, corporate institutions and family offices, offering affordable entry levels.