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 4.7Billion 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.