ZugerKB Momentum+

With our combination product ZugerKB Momentum+ you can benefit from an attractive combination until the end of March 2026, if you transfer assets from another financial institution to Zuger Kantonalbank.

Half of the deposited amount will be invested professionally – the other half will earn interest at a special rate of 1.00% p.a. for one year in a private account.

You can thus combine stability and return opportunities in a single product.

Arrange an appointment

How you benefit at a glance

Clearly structured solution

50% of your money is professionally invested and 50% remains safely in your private account

Attractive rate of interest

Your private account balance will earn above-average interest at a rate of 1.00% per annum

Professional asset management

Access to tried-and-tested mandate and fund strategies of Zuger Kantonalbank

Flexible investment opportunities

Investments in line with your personal risk profile

How ZugerKB Momentum+ works

You transfer at least CHF 200,000 in new money to your private account at Zuger Kantonalbank

Your deposit will be divided as follows:

50% will be invested in an asset management or fund mandate
50% will remain in the private account with a special rate of interest

You benefit from the special rate of interest for one year

The private account portion will earn interest of 1.00% p.a. for 12 months. Afterwards, the currently valid credit interest will apply to the private account.

You remain flexible

After the first year, the currently valid credit interest will apply to the private account. The mandate remains in force and can be continued or adapted.

The two cornerstones of Momentum+

Zwei Herren sitzen im Garten und machen ein Foto

Asset management – your worry-free package

We manage your assets in accordance with the investment strategy we have agreed together, while you take care of the important things in life.

More information

The account for all your banking needs

The personal account is perfect for everyday use, whether it's for your salary payments, your bills, or your securities purchases.

More information

For whom is Momentum+ suitable?

For clients with medium to larger assets (as of CHF 200,000)
For anyone who would like broad-based, professional investment of their assets
For investors who would like to combine security and return opportunities
For clients (including existing ones), who transfer assets to ZugerKB and would like to benefit from attractive conditions

Further information

Minimum amount	CHF 200,000 in combination with a investment fund mandate CHF 1 million in combination with an asset management mandate
Maximum amount	CHF 20 million
Breakdown	50% investment 50% private account
Special rate of interest	1.00% p.a. on the agreed amount, thereafter, the currently valid credit interest will apply to the private account
Special rate of interest term	The special rate of interest is valid for 1 year
Interest credit	As at the account closing (e.g. 31 December)
After the special interest rate period	The currently valid credit interest will apply to the private account
Mandate solution	Choice of several strategies, tailored to your risk profile
Requirement	New money transfer from an external financial institution
Availability	The promotion runs until March 31, 2026. New funds must be deposited into the private account by this date.

Notes
The special rate of interest applies when the agreed amount has been fully paid in to the ZugerKB Momentum+ combination product. The requirement is that the entire amount consists of new money transferred from another bank to your above-mentioned private account at Zuger Kantonalbank and that a minimum term of one year is adhered to.

If the investment amount in the asset management mandate is terminated early or reduced, Zuger Kantonalbank reserves the right to amend or revoke the preferential interest rate.

The mandate investment is subject to market fluctuations; the value may vary.

Contact us

Our experts will be pleased to advise you on your way to the right solution. We look forward to advising you in person.

Disclaimer:
The information published on this ZugerKB website is for marketing purposes. Further legal notices