Portfolio management mandates

Investing money with VZ

With a portfolio management mandate, you benefit from a systematic approach towards investing money, which will lead to higher returns over the long term. At VZ, we combine an investment approach that avoids taking risks, an independent implementation of this approach and active support. Investments are mostly made in index investments, such as ETFs, and depending on the mandate, in individual stocks or actively managed funds. ETFs are especially attractive because investors’ money is broadly diversified and significantly fewer costs are incurred. Investors wishing to invest sustainably are also in the right place with VZ. Thanks to the targeted measures we take, our portfolio management mandates also have a high degree of sustainability.

VZ portfolio management mandates are subject to the UN Principles for Responsible Investment (UN PRI) and are extremely sustainable

Portfolio management with index investments

Only few actively managed investment funds are able to outperform the market. Any by using cost-effective ETFs and other index funds, it is possible to easily cover a broadly diversified range of asset classes in a transparent manner, without the risk of “active betting” or high fees negatively impacting the result. 

With the portfolio management mandate with index investments, we seek out the best index funds for you and monitor them regularly. Thanks to our independence, we always make our decisions without any conflicts of interest. And as we consistently pass on any discount, we can keep your costs to an absolute minimum. These lower costs contribute to higher returns over the long term.

Most years, the equity index (orange) outperforms active equity funds (grey)

Award

Long-time quality leader

The VZ VermögensZentrum is awarded by "Bilanz".

Appointment

Free-of-charge first consultation

Talk to one of the experts at VZ. The first consultation is free-of-charge.

Portfolio management with sustainable fund selection

While we invest in line with sustainable principles, we do not sacrifice any return opportunities. Surveys have shown that the risk/return profile of securities accounts improves when sustainability criteria are taken into account. This means that investors do not have to choose between sustainability and returns: you get the best of both worlds with our portfolio management mandate with sustainable fund selection.

The mandate invests in equities and bonds issued by companies that excel in environmental and social aspects as well as corporate social responsibility

Offer

VZ Financial Portal

VZ customers use their favourite banking services online.

Appointment

Free-of-charge first consultation

Talk to one of the experts at VZ. The first consultation is free-of-charge.

Portfolio management OPA-focussed

To successfully manage their members’ money, many Swiss pension funds base their strategy around the Pictet LPP Indices. You can also implement this investment strategy as a private investor. Thanks to the intelligent rebalancing mechanism and the use of ETFs and other index funds, the OPA-focussed portfolio management mandate is a cost-optimised and long-term structured investment solution with significant return potential.

With this mandate, individuals are able to invest their money in the same way as a Swiss pension fund

Appointment

Free-of-charge first consultation

Talk to one of the experts at VZ. The first consultation is free-of-charge.

Portfolio management with individual stocks

Our professional selection process and multi-strategy approach make our portfolio management mandate with individual stocks a unique and extremely robust total investment solution. With this portfolio management mandate, you can invest in individual stocks without being exposed to excessive risks.

The selection process and strategy approach offer opportunities for attractive returns and prevent disproportionate risks from being taken

Portfolio management top Swiss dividend equities

With the portfolio management mandate top Swiss dividend equities, you invest in an equities portfolio and benefit from regular dividend distributions in all market phases. Promising equities are selected according to objective criteria and their performance is continually monitored.

Promising equities are selected based on stability and potential indicators and are continually monitored

Offer

VZ Financial Portal

VZ customers use their favourite banking services online.

Portfolio management top 15 global equities

The portfolio management mandate top 15 global equities largely invests in equities. These are selected and systematically monitored in line with the principle of relative strength. Depending on market trends, some of the investments may be made in interest-rate-based instruments. Top 15 global equities is the ideal addition to an overall investment strategy with high return potential.

In positive market phases, the mandate invests in five equities from each of the Swiss, European and US investment regions

Appointment

Free-of-charge first consultation

Talk to one of the experts at VZ. The first consultation is free-of-charge.