Advisory

We provide independent, tailored and clear advice based on years of experience – gained partly during some very volatile market periods. As a truly independent advisor we are focused on picking the right investments for our clients, without the bias towards selling expensive investment products as seen in some banks.

We provide advice on the investments and portfolio allocation suitable for our clients based on an advisory agreement with the client’s bank or trustee. The investments are held in the client’s own bank and the client have direct access to the investments creating a high level of safety for the client . Our service is strictly investment advisory and we do not provide banking operations nor provide advice on legal or tax matters.

Once we understand our client’s needs and realistic investment objectives, we can implement the portfolio allocation that corresponds to these objectives. Our approach is to focus on highly liquid individual bonds, large global stocks and exchange traded funds. Clients can follow the portfolio performance typically on a daily basis and meet with us on a regular basis to review the portfolio allocation in order to ensure the portfolio is optimal.

Zuger Capital AG
Neugasse 19
6300 Zug, Switzerland

Phone:  +41 (0) 41 761 28 65
E-Mail:   info@zugercapital.com