Asset management
with vision

Monthly Report 06/2025

We are pleased to present our latest monthly report. This gives you extensive insights into the current economic developments, the capital markets, and the individual asset classes. You will also find out more about the various strategies of our asset management services and how these strategies are performing.

3a Revo – Revolutionary pension solution

We are delighted to present our new 3a pension solution: Zugerberg Finanz 3a Revo.
The name is no exaggeration: it is a revolutionary pension concept. 3a Revo is probably the most direct and efficient 3a solution on the Swiss pension market, making it also the one with the best prospects.

Citywire – Top 50 IAM 2024

We are honoured to have once again received the Top 50 IAM Award from Citywire. We would like to thank our valued clients and our partner companies in Switzerland who have made the incredible development of Zugerberg Finanz "from scratch" to one of the most important independent asset managers possible over the past 24 years.

Calendar

Save the date – Information event– Financial Markets Outlook 2025
Wed., 22. October 2025

Those who trust us with their money are relying on us. That’s why we invest all our knowledge, passion and experience in your assets – and take care of your capital in a way that’s active, independent and responsible. Day after day, personally and always in your interest.

Welcome to Zugerberg Finanz.