ZugerKB Investment Advisory Expert

Profit from first-class support when building up assets.

Do you pay close attention to what is happening in the world and make active use of investment opportunities? Then ZugerKB Investment Advisory Expert is the tailored solution for you. Your personal advisor as well as investment specialists with a global outlook keep you updated about market changes, and focus fully on you and your investment strategy. Your portfolio is continuously monitored and you are regularly provided with individual investment ideas. Monthly Portfolio Checks also maximise the transparency of the investments’ performance.

Investment Advisory Expert

Basic terms and conditions

Management model

Investment fee on average custody account assets

0.95% p.a. (minimum fee CHF 2,500.– p.a.)

Discount on fee for securities transactions

40.00%

Ticket fee model

Investment fee on average custody account assets

1.15% p.a. (minimum fee CHF 3,000.– p.a.)

Ticket fee per securities transaction

CHF 100.–

Reimbursement of retrocessions (on investment funds)

Support

Personal advisor

Support from investment specialists with a global outlook

Investment advisory services

Establish your investment strategy based on personal requirements

Investment proposal during first meeting

Specific investment recommendations at maturity

Detailed proposals for optimising the composition of the portfolio

Recommendations on current investment opportunities

Portfolio monitoring and reporting

Personal portfolio discussion

annually, more often upon request

Asset statement with detailed information on the performance of the portfolio

monthly

Regular monitoring of the portfolio and suggestions on any action required

ongoing

Portfolio Check, with analysis of current portfolio risks

monthly, with comprehensive information

Publications and services

Publications of Zuger Kantonalbank

access to the comprehensive package of publications

Client-relevant research information

Invitation to specialist events

Invitation to exclusive events

Custody account management incl. safekeeping and administration

Stock market orders in Switzerland and abroad

through personal advisor, e-banking and by telephone

Access to e-banking and mobile banking

Supplementary services (if required)

ZugerKB account set (Premium)

Tax statement

Detailed and individual financial planning

50.00% discount

Tax return (for private individuals, mandate for Zuger Kantonalbank)

Comprehensive matrimonial property regime and inheritance consulting advisory services