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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,807 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZugZugerberg Finanz AG
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Verified· 4 sources

Zugerberg Finanz AG

Summary

About the company

Zugerberg Finanz AG provides active, independent asset management and investment advisory services to private clients, institutional investors, SMEs and pension funds. It manages portfolios and investment funds and offers pension solutions (vested benefits and 3a), life-insurance advisory, and analysis and consultancy services.

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Products & services

Industry:External Asset Management
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Wealth Management
Active, independent and responsible management of assets for private clients, with solutions for different wealth and life situations.
Wealth Management (Institutional Investors)
Individual wealth management for pension funds, companies, foundations, NPOs and other institutions, with target-oriented, relative and category mandates.
Wealth Management for LPP Funds
Active management of retirement assets for small and medium-sized enterprises, taking into account the company situation and occupational pension provision.
Pension Portability
Investment solution for pension portability funds, based on the Zugerberg Finanz R-solution, with a minimum investment amount from CHF 5'000.
3a Revo
Investment solution for 3a retirement savings, with an entry starting from CHF 5'000 or monthly contributions from CHF 100.
Reviews

Aggregated rating

Aggregated rating
4.6
of 5

Aggregated from 51 reviews across all connected sources

Sources
GGoogle4.651
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Press

Media

May 27, 2026Media
Timo Dainese, CEO Zugerberg Finanz AG, im Interview
moneycab.com
February 22, 2024Media
Das sind die besten Vermögensverwalter der Schweiz
bilanz.ch
February 15, 2023Media
ZUG: Zugerberg Finanz erweitert Führung
zugerzeitung.ch
July 18, 2022Media
Hochgelobte Zugerberg kassiert 3% „Abschlusskosten“
insideparadeplatz.ch
February 22, 2018Media
Zugerberg Finanz AG: Bester Vermögensverwalter der Schweiz
bilanz.ch

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Location

Lüssiweg 47
6300 Zug
Opening hours
Mon
08:00 - 12:00, 13:00 - 17:30
Tue
08:00 - 12:00, 13:00 - 17:30
Wed
08:00 - 12:00, 13:00 - 17:30
Thu
08:00 - 12:00, 13:00 - 17:30
Fri
08:00 - 12:00, 13:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-112.691.606
Founded
2005 · 21 years
Last commercial register change
July 8, 2026
Employees
51 to 100

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