Good advice for financial investments and portfolio management

If you wish to invest your money or want your assets to be managed, it is worth having a partner you trust and whose decisions you can understand. At VZ VermögensZentrum we operate independently of banks and insurers: We do not sell any in-house financial products and do not broker any products – and are consequently interested only in the interests and objectives of our clients.

As independent partners we focus on your particular requirements and draw up tailored investment solutions specially for you. For this purpose we continually analyse markets and stocks, take investment decisions and monitor the performance of your assets within the context of a VZ portfolio management mandate.

Important questions concerning financial investments and portfolio management

Asset Management with Sustainable Fund Selection

Invest responsibly

Asset Management with Individual Stocks

Optimal diversification thanks to the multi-strategy approach

Asset Management with Trend-tracking

Rule-based asset management pursuant to the VZ trend signal

BVG-based Asset Management

Invest like a pension fund

Asset Management with Index Investments

Greater returns with inexpensive index funds

Asset Management with Rebalancing

Easy and transparent investments in index funds

Top 10 Swiss Equities

Using rules to invest in the best

Top 4 ETF

Dynamic weighting and rule-based monitoring

Fees, reimbursements, discounts

Am I paying too much for my cash investments?

Retrocessions

How does VZ handle reimbursements?

Reporting

How can I keep an eye on my cash investments?

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