News

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.

Monthly Report 05/2025

25 Years of Zugerberg Finanz

Zugerberg Finanz is celebrating its 25th anniversary today and would like to say thank you! What began 25 years ago as a one-person company has since developed into one of the leading independent asset management companies in Switzerland. With around 80 employees and assets worth more than 4.5 billion Swiss francs under management, we can look back on an exciting and dynamic period with joy, pride, and gratitude.

Market commentary: UPDATE – trade dispute, dealing with volatility

With reference to our market commentary from 7 April 2025, "Trade dispute, dealing with volatility", we would like to take this opportunity to provide an update to let you know that the situation on the international capital markets appears to be calming down. The reason for the calm is that the tariffs announced by the Trump administration have been suspended for a period of 90 days.

Market commentary: trade dispute, dealing with volatility

There was a sell-off in equities on the international capital markets last week, particularly on Thursday and Friday. The pressure to sell remains high in Asia today and is once again affecting Europe, while US futures are also down significantly today.

Monthly Report 04/2025

Financial Markets Outlook 2025 – English information event – Review

On March 27th, we presented in English meaningful topics at our traditional Lüssihof headquarters, focused on “Financial Markets Outlook 2025”. It was an interactive evening as we examined 2025 major geopolitical and economic situations impacting portfolios from a Swiss point of view.

Monthly Report 03/2025

Semi-annual Report 01/2025

We are pleased to inform you that we have published our semi-annual report 01/2025. The Zugerberg Finance semi-annual report gives you a generous insight into current economic events and the capital markets. At the same time, you will learn more about the diverse strategies and performance of our asset management services. In addition, you will receive information on current topics from our company.