Wealth management that goes beyond
Your assets deserve the support that provides security and relieves you of decision-making. We develop an investment strategy that suits your goals and proactively manage your assets and react with foresight to changes. You thus gain time, an overview and continuity. We support you reliably and over the long term – the art of seeing the big picture and mastering the details.
Let’s talk about it.
Contact us for a consultation with no obligation.
With a wealth management mandate you enjoy the following benefits:
- Investment strategy tailored to your personal situation
- Return optimisation in line with your risk profile
- Systematic monitoring of your portfolio by Zuger Kantonalbank
- Our experts will make all the investment decisions for you and carry out the necessary transactions efficiently
- Time saved when it comes to investing
- Calculable and transparent prices
Choose the right wealth management mandate
1) Zuger Kantonalbank reserves the right not to comply with investment instructions.
2) Equity mandate ESG Switzerland: CHF 1,000,000.–, all other equity mandates: CHF 500,000.–
Invest assets professionally
With professional asset management, you can put the control of your assets in expert hands and work specifically towards your financial goals. This way you can be sure that your assets will be managed professionally – taking into account your individual goals and risk preferences.
Successful wealth management: structure over gut feeling
Investing means taking clear decisions. Anyone wishing to accumulate wealth in a targeted manner needs a clear strategy, systematic implementation and a partner who retains an overview at all times.
The Zuger Kantonalbank fulfils the Global Investments Performance Standards (GIPS®).
Zuger Kantonalbank claims compliance with the Global Investment Performance Standards (GIPS®). Within the meaning of the GIPS® Standard, the company Zuger Kantonalbank comprises all centralised portfolio management mandates of private and institutional clients that are managed by the Investment Center of Zuger Kantonalbank at its head office in Zug. A list of all composites and presentations may be requested from Zuger Kantonalbank, Bahnhofstrasse 1, WMIIO, CH-6300 Zug. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
Contact us
Do you have any questions about wealth management or our advisory services? If so, please contact us. We will be pleased to discuss your individual situation in a non-binding consultation.
Disclaimer: The information published on this ZugerKB website is for marketing purposes. Further legal information