With an asset management mandat you profit from the following advantages:

• Personal advisor
• Portfolio management by Zuger Kantonalbank
• Annual portfolio discussion
• Half-yearly asset statement
• An investment strategy tailored to your personal circumstances
• Systematic monitoring of your investment portfolio
• Earnings optimisation in accordance with your risk profile
• Continuous, structured investment process
• Calculable and transparent prices

The Zuger Kantonalbank fulfils the Global Investments Performance Standards (GIPS®).

What is the Global Investment 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, AKIC, CH-6300 Zug. GIPS® is a registered trademark of the CFA Institute. The CFA Institute was not involved in checking or drawing up this report/brochure.