Zugerberg Finanz AG

Who we are

Founded in Zug 25years ago by Timo Dainese-CEO, for Swiss residents, Zugerberg Finanz offers: active portfolio management with affordable entry levels, events and Swiss Pillar 2 portable pension & Pillar 3a expert advisory planning. We have single stock visibility in all portfolios with each employee and owner investing along with our clients 1:1, is our USP. Our approach is personal, research based, diversified in stock selection with a Swiss focus to ensure transparency and low fees. Services are available Swiss-wide in French, German, Italian and English along with advanced digital telephone access. We endorse annually multiple events in Zug with: sports for the Zugerberg Finanz Trophy, Youth Financial Workshops and traditional philanthropic commitments. 2025 is our Silver 25th anniversary to celebrate the successful journey to over CHF 5 Billion in Assets Under Management of growth, performance with repeat awards in Bilanz magazine, Morningstar and ZWEI Wealth since 2018. Our events and newsletters: https://zugerberg-finanz.ch/en/financial-reports/ deliver current research on the financial market trends through Financial Market Outlook https://zugerberg-finanz.ch/agendas/zugerberg-finanz-wirtschafts-und-boersenausblick-juni-2025/, market impact such as inflation and trade wars to our portfolios, which hold Swiss dividend and income-driven positions for CHF investing.