Inserat_E-Mail_Newsletter_10-2024_v01.00.pdf
You’re invited — save the date !
Register with Zuberberg Finanz directly. See link below.
INVITATION
Trust in Transparency
Theme: How transparent are your investments? Do you own ETFs, mutual funds or managed portfolios in your Vested portable pensions or banked liquid assets? Wondering about the management style – passive or active? Join us to see the benefits for the Established Expat.
Our experts will dive into ZF trusted values and demonstrate:
– Actively managed portfolios & net returns
– Market and economic outlook during key elections
– Trading stock examples & approach in volatile markets
Date: October 22, 2024
Time: 18:00 Welcome drink. 18:30 – 20:30 pm Presentation followed by an Apéro Riche
Speakers: Timo Dainese, Founder and Managing Partner
Tania Mobayed, Brand Ambassador & Sr. Advisor Established Expats
Cyrill von Burg, Chief Investment Officer
Prof. Dr. Maurice Pedergnana, Chief Economist and Managing Partner
Place: Zugerberg Finanz, Lüssiweg 47, 6302 Zug
RSVP: Latest by October 18th 2024, limited seating
https://zugerberg-finanz.ch/en/agendas/trust-in-transparency-information-event-october-2024/
This is a tailored event for the Established Expats (EE) community. It is an opportunity to learn about current topics in investing and appropriate solutions for Swiss domiciled individuals. Zugerberg Finanz is a 24 year old asset manager, managing over 4 Billion CHF portfolios for: private persons, BVG vested pension II holders, corporate institutions and family offices, offering affordable entry levels.
Online registration
Zugerberg Finanz
+41 41 769 50 10
info@zugerberg-finanz.ch
www.zugerberg-finanz.ch/event
Bilanz Best Asset Manager in Switzerland
2023, 2020, 2019, 2018 (1st place )
2022, 2021 ( 3rd place )
Morning Star rating: 5 stars for 10 years 2015-2024
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