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    Zuger Kantonalbank

    Wir begleiten Sie im Leben.

    Investment advisory

    Three good ways to find the investment advice that is right for you.

    We know: every client is different and has individual needs. Find out more about our advisory services, and allow your desired solution to benefit from our comprehensive expertise.

    Your perfect investment solution

    Find out which investment solution best suits your needs.

    Go to Advisory Finder

    The right investment solution for you

    Find out which investment solution best meets your needs.

    Investment Advisory Basic

    Invest money for the long term, and make use of a compact package of services.

    The key features

    • Personal advisor
    • Investment proposal during the first meeting
    • Annually monitoring of the portfolio
    • Compact package of ZugerKB publications
    • Reimbursement of retrocessions

    Basic terms and conditions

    maximal 0.45% p.a.

    Order
    Additional information Book appointment

    Investment Advisory Partner

    Make the most of a genuine partnership for your financial investments.

    The key features

    • Personal advisor
    • Investment proposal during the first meeting
    • Proposals for portfolio optimisation
    • Quarterly monitoring of the portfolio
    • Annually portfolio discussion
    • In-depth package of ZugerKB publications
    • Specialist events
    • 20.00% discount on transaction fees
    • Reimbursement of retrocessions

    Basic terms and conditions

    maximal 0.60% p.a.

    Order
    Additional information Book appointment

    Investment Advisory Expert

    Profit from first-class support when building up assets.

    The key features

    • Personal advisor and investment specialist
    • Investment proposal during the first meeting
    • Proposals for portfolio optimisation
    • Ongoing monitoring of the portfolio
    • Portfolio discussion upon request
    • Current investment opportunities
    • Comprehensive package of ZugerKB publications
    • Specialist events
    • Exclusive events
    • 40.00% discount on transaction fees or ticket fee of CHF 100.–
    • Reimbursement of retrocessions

    Basic terms and conditions

    maximal 0.95% p.a.

    Order
    Additional information Book appointment

    A horizon full of opportunities

    Your local partner with a global mindset – welcome to Private Banking.

    Further information

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