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    Zuger Kantonalbank

    Your investment profile

    Find the investment strategy that suits you best

    You wish to bring your investments fully into line with your particular requirements? We are looking forward to taking up this challenge! In order to advise you in accordance with the regulatory provisions, we require information about your income and asset circumstances, about your risk tolerance as well as about your knowledge and experience of instruments in the various investment classes.

    Our tip

    Determine your risk profile in the customer portal

    Determine your risk profile in a few minutes in the customer portal. Use our e-banking or the mobile banking app for this purpose.

    Your benefits

    • You find out your risk capacity and risk tolerance
    • You get the basis for your personal investment strategy
    • You receive investment ideas based on your answers
    • You receive a pdf of your analysis
    • You can book an online or branch appointment to invest in funds or implement your investment strategy with your personal advisor.

    Please note the additional information in the brochure “Risks in trading financial instruments” and in the factsheet “ESG risks”.

    Risks Involved in Trading Financial Instruments (PDF/380KB) Factsheet ESG risks (PDF/103KB)