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Zuger Kantonalbank

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Asset management

Asset management – your carefree package

With our asset management service, you mandate us to manage your assets in line with the investment strategy we draw up together.

Your perfect investment solution

Find out which investment solution best suits your needs.

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Investment fund mandate

Minimum investment sum

CHF 100 000.00

Management style

Active

Investment strategies

  • Income
  • Conservative
  • Balanced
  • Dynamic
  • Aggressive

Deployed instruments

Selected «best-in-class» funds or exchange traded funds (ETF).

Client instructions

No client instructions

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Asset management mandate

Minimum investment sum

CHF 500 000.00

Management style

Active

Investment strategies

  • Income
  • Conservative
  • Balanced
  • Dynamic
  • Aggressive

Deployed instruments

«Best-in-class» investment funds or exchange traded funds, depending on the investment class, with a sprinkling of direct investments such as equities, bonds and real estate. Commodities may also, in principle, be used.

Client instructions 1)

Specific investment instructions possible after consultation

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Equity mandate

Minimum investment sum 2)

CHF 1 000 000.00

Form

  • Equity mandate Switzerland
  • Equity mandate Dividends Switzerland
  • Equity mandate Dividends Europe
  • Equity mandate International

Management style

Active

Investment strategies

  • Aggressive

Deployed instruments

Focus on equities of companies with a solid business model as regards profit and revenue growth, financing and profitability.

Client instructions 1)

Specific investment instructions possible after consultation

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Book appointment

Fixed Income Mandate

Minimum investment sum

CHF 500 000.00

Form

  • Fixed Income Mandate CHF

Management style

Active

Investment strategies

  • Income

Deployed instruments

Focus on collective schemes investing globally in government and corporate bonds. This allocation is supplemented by collective investments in emerging-market and high-interest bonds.

Client instructions 1)

Specific investment instructions possible after consultation

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Book appointment

1) Zuger Kantonalbank reserves the right not to comply with investment instructions.

2) As of 1st July 2023: minimum CHF 500'000 applicable for equity mandates Dividends Switzerland/Europe and International.

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
GIPS® Qualitätsstandards

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 CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

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