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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 2,500.00 p.a.)
Discount on fee for securities transactions
40%
Ticket fee model
Investment fee on average custody account assets
1.15% p.a. (minimum fee CHF 3,000.00 p.a.)
Ticket fee per securities transaction
CHF 100.00
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% discount
Tax return (for private individuals, mandate for Zuger Kantonalbank)
Comprehensive matrimonial property regime and inheritance consulting advisory services
50% 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.
Easy access