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Zuger Kantonalbank

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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 900.00 p.a.)
Discount on fee for securities transactions
20%
Reimbursement of retrocessions (on investment funds)
Support
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
annually
Asset statement with detailed information on performance of the portfolio
quarterly
Regular monitoring of the portfolio and suggestions on any action required
quarterly
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% discount
Tax statement
Detailed and individual financial planning
25% 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.
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