Zugerberg Finanz

Zugerberg Finanz AG

About this app

As a customer of Zugerberg Finanz, you can use the Zugerberg Finanz app to keep an overview of your portfolio anytime and anywhere. The app gives you a detailed insight into the performance and structure of your portfolio down to each individual position. If you have a 3a Revo portfolio with Zugerberg Finanz AG, you also always have an overview of your payments made in the current tax year.

The app is not a trading platform. Your (pension) assets are actively managed by Zugerberg Finanz. The 3a Revo, vested benefits and Revo mandates of Zugerberg Finanz customers are currently displayed within the app. In a next step, the R mandates will be activated in the Zugerberg Finanz App.
Why Zugerberg Finanz AG?

Well-founded:
Experience, science and clear values ​​- the macroeconomic assessment of our experienced investment committee and advisory board forms the basis of our investment activity.

Handpicked:
Promising companies in Switzerland as well as well-known international titles can be found in our selected share portfolios. In addition, bond funds give you access to promising, mostly institutional bonds.

Active:
During the term of the contract, we always keep an eye on your (pension) capital - and actively intervene when the markets change.

Credible:
We believe in your investment. That's why we invest our own money in exactly the same way as our clients' assets.

Transparent:
Online, you can see the current positions, performance, all transactions, dividends, fees charged, etc. on a daily basis.

Do you have any further questions about the Zugerberg Finanz App?

Call us on [phone]
or contact us by email at [e-mail]