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 modelInvestment fee on average custody account assets
Ticket fee modelInvestment fee on average custody account assets
Investment advisory services
Portfolio monitoring and reporting
Publications and services
Supplementary services (if required)
- 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.