Understanding needs:
Our investment advice is as individual as you
Everything revolves around you and your goals
We advise you personally and put together individual investment solutions for you based on your wishes, needs, possibilities and life situation. Our entire range of investment and insurance products is available to you.
A balance between opportunities and risks
Through our investment solutions, we take advantage of investment opportunities and balance opportunities and risks. If you want to ensure all-round protection for you and your family, you can meaningfully supplement your investment solution with insurance.
Transparency generates trust
You know at all times how much your investments are worth and how your assets have developed. We offer you personal advice and invest your money in such a way that you can access it at any time.
Our solutions
Individual asset management
With our fund-based wealth management, you can start investing with CHF 100,000 and have your money professionally managed by the best investment experts.
Payment plans: customized amounts for peace of mind
Choose between attractive return opportunities with funds or a high level of planning security thanks to guaranteed payments. For an independent and worry-free retirement.
Investment with certificates and smart protection mechanism
Our certificate solutions offer a good alternative to investments in shares and traditional funds, especially in turbulent times: they combine security and return opportunities in an optimal way.
Investment with certificates and insurance protection
With CapitalCertificate, you benefit from the performance of successful Swiss companies – including capital protection, secured gains, extra returns, tax advantages and protection for your loved ones.
Fund-based solutions for retirement and tax savings
Don’t let your available capital just sit in a bank account – make a one-time investment for attractive returns and tax benefits.
Save with investment funds
The Zurich Invest Fund Account is the ideal solution for realizing your personal investment goals. Don’t leave your available capital unused – invest it with a focus on returns.
Regular saving with 3a pension funds
Get the most out of your retirement provision – invest your pillar 3a in securities and save on taxes year after year.
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Clever retirement provision with green investments
Sustainable retirement provision made easy. With the two new investment vehicles, the "ZIF Green Bond Global" and "Zurich Carbon Neutral World Equity Fund", you not only provide for the future cleverly, but also with a clear conscience.
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Certificate: Investment with a smart protection mechanism
Zurich's certificate solutions are a good alternative to investments in stocks and traditional funds, especially in turbulent times: they optimally combine security and returns when investing money.
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Invest for your future – including in pillar 3a
Good reasons to invest your pillar 3a restricted pension plan in securities.
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Pillar 3a: Bank or insurance?
Are you uncertain whether you should open your pillar 3a with a bank or an insurance company? We have listed the common features and differences for you. Find out which retirement provision solution is the better fit for your requirements.
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