Asset management mandates

Investing money with VZ

With an asset 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.

Investment strategy without experiments + independent implementation + active support = long-term investment success

Asset 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 asset 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)

Contact

We will contact you

Do you have a question or would you like to speak to an expert? We will be happy to call you.

Appointment

Free-of-charge first consultation

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

Asset management with index investments focus ESG

Only few actively managed investment funds are able to outperform the market. And 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 asset management mandate with index investments focus ESG we seek out the best index funds for you,  while also taking ESG criteria into consideration and monitoring 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.

VZ monitors all index funds available on the market and picks the best for each asset class in a selection process that takes ESG criteria into account

Merkblatt
Factsheet

Saving and investing with ETFs

Many private investors are fed up with excessive fees. Exchange Traded Funds (ETFs) are the right solution for them.

Appointment

Free-of-charge first consultation

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

Asset management with sustainable fund selection

In addition to return and risk considerations, ESG criteria are also explicitly taken into account in investment decisions of the asset management with sustainable fund selection mandate. The qualitatively and quantitatively best funds are selected in a multi-stage process. Preference is given to cost-efficient index funds with improved ESG characteristics. Active funds can also be used in a targeted manner to lend even more weight to the sustainability aspect.

The mandate invests in equities and bonds of companies that show good environmental and social characteristics, 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.

Asset 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 asset 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.

Asset management with individual securities

Our professional selection process and multi-strategy approach make our asset management mandate with individual securities a unique total investment solution. With this asset management mandate, you can invest in individual securities and benefit from dividend income as well as from the price potential of companies.

The selection process and strategy approach offer opportunities for attractive returns

Contact

We will contact you

Do you have a question or would you like to speak to an expert? We will be happy to call you.

Asset management top Swiss dividend equities

With the asset management mandate top Swiss dividend equities, you invest in an equities asset 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.