Asset management - Zurich Invest Ltd

Asset manage­ment

Your money in professional hands

How will the oil price develop? Will interest rates rise? Or will the dollar go up? There are lots of investment opportunities on the global financial markets. Zurich Invest Asset Management identifies the right ones in line with your security and income requirements.

Decide for yourself

For example, exclude asset classes like real estate and focus on equities – your investment strategy is as individual as you are.

Simple and straight­forward

No patience with technical terms? No problem. We talk to you on a level playing field and implement your strategy in a consistent and transparent manner.

Exploit the opport­unities

Markets change and as a result offer attractive opportunities. As we manage your assets actively, we can exploit these opportunities for you.


BENEFITS AT A GLANCE

  • Development of your individual investment strategy
  • Attractive investment solutions similar to those for institutional investors
  • The possibility to adjust your strategy based on new market conditions or preferences
  • Systematic portfolio monitoring and active risk management
  • Transparent and personal asset management

In detail

Our asset management is based on various investment funds with attractive return profiles. You can define an individual portfolio, which matches your personal circumstances and your needs.

At a glance

  • Zurich Invest Asset Management invests in different markets and asset classes. This in turn ensures a high level of diversification
  • Choose from a variety of different investment strategies
  • We look for the best investment managers for your portfolio – all over the world

Good to know

  • With assets under management totaling CHF 17 billion, Zurich Invest AG is a leading player in the Swiss fund market. It is a wholly-owned subsidiary of Zurich Insurance Company Ltd.
2179
experts at 190 locations, so there is always one close to you
1872
is the year in which Zurich started providing expertise and stability
17
billion Swiss francs have been entrusted to Zurich Invest AG by its customers

Your consultation

Put your money into professional hands. We manage your assets in line with your individual requirements.

Request advice

Find an agency

Call 0800 80 80 80

from outside Switzerland +41 44 628 98 98

Domicile or seat in Switzerland

a) High-net-worth individuals who have declared in writing that they wish to be deemed qualified investors.


b) Investors who have concluded a written discretionary management agreement with a financial intermediary as defined in art. 10 para. 3a CISA or an independent asset manager as defined in art. 3 para. 2c CISA and that do not declare in writing that they do not wish to be deemed as such.