ZugerKB Investment Advisory Partner
Make the most of a genuine partnership for your financial investments.
You value financial advice that offers strong services and a client focus. With ZugerKB Investment Advisory Partner, your investment decisions benefit from the support of your personal advisor, the regular monitoring of your portfolio and a comprehensive quarterly Portfolio Check. An annual discussion also offers an ideal platform for evaluating and jointly optimising your investment strategy.
Investment Advisory Partner
Basic terms and conditions
Investment advisory services
Portfolio monitoring and reporting
Publications and services
Supplementary services (if required)
- With Investment Advisory Partner, 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.