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    Zuger Kantonalbank

    Investment Advisory Expert

    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
    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)
    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
    Regular monitoring of the portfolio and suggestions on any action required
    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
    50.00% discount

    The risks

    • In the case of Investment Advisory Expert, investment decisions are the responsibility of the client.
    • Investments are associated with risks because, among other things, they are subject to financial market fluctuations.
    • ZugerKB Investment Advisory does not offer any guarantee of a positive performance.
    • The brochure «Special Risks in Securities Trading» published by the Swiss Bankers Association provides detailed information about potential risks. Further product documents are available for individual investment instruments.

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