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    Zuger Kantonalbank

    Investment Advisory Partner

    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 fee on average custody account assets
    0.60% p.a. (minimum fee CHF 900.– p.a.)
    Discount on fee for securities transactions
    Reimbursement of retrocessions (on investment funds)
    Personal advisor
    Investment advisory services
    Establish the investment strategy based on personal requirements
    Investment proposal during the first meeting
    Specific investment recommendations at maturity
    Detailed proposals for optimising the composition of the portfolio
    Portfolio monitoring and reporting
    Personal portfolio discussion
    Asset statement with detailed information on performance of the portfolio
    Regular monitoring of the portfolio and suggestions on any action required
    Portfolio Check, with analysis of current portfolio risks
    quarterly, with detailed information
    Publications and services
    Publications of Zuger Kantonalbank
    access to the in-depth package of publications
    Client-relevant research information
    Invitation to specialist 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 (Basic, Comfort or Premium)
    50.00% discount
    Tax statement
    Detailed and individual financial planning
    25.00% discount

    The risks

    • 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.

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