Zurich Invest Ltd develops investment solutions in close partnership with successful external portfolio managers. Each manager is chosen through a clearly structured, independent investment management process. That way, we can be confident that our partners are the very best in each asset class.
Our independence guarantees that we will select the best possible solution for you – in contrast to many banks that tend to prefer their own products. Our track record confirms that this strategy pays off. Especially for you.
Before we invest your money, we devote plenty of time to painstakingly selecting investment products and portfolio managers. Our selection criteria include experience, expertise and past performance. Also, every candidate must have a special feel for the highly complex processes in the financial markets. That is often what separates the good from the best in class.
Manager | Investment Products |
DWS CH AG, Zürich | Money Market CHF |
DWS CH AG, Zürich | Bonds CHF Domestic |
DWS CH AG, Zürich | Bonds CHF Domestic SDC |
DWS CH AG, Zürich | Bonds CHF 15+ |
DWS CH AG, Zürich | Bonds CHF Foreign |
DWS CH AG, Zürich | Bonds Euro |
DWS CH AG, Zürich | Corporate Bonds Euro (CHF hedged) |
DWS CH AG, Zürich | Bonds Global Passive |
Lombard Odier Investment Managers, Zürich | Bonds CHF Domestic |
PGIM Fixed Income, Newark, New Jersey | Corporate Bonds USD (CHF hedged) |
Advent Capital Management LLC, New York | Convertible Bonds Global |
HSBC Global Asset Management (France) SA, Paris | Corporate Bonds Euro (CHF hedged) |
Manager | Investment Products |
Schroder Investment Management (Switzerland) AG, Zürich | Equity Switzerland |
DWS CH AG, Zürich | Equity Switzerland |
DWS CH AG, Zürich | Equity Switzerland Passive |
DWS CH AG, Zürich | Equity Europe Passive |
DWS CH AG, Zürich | Equity USA Passive |
DWS CH AG, Zürich | Equity Japan Passive |
DWS CH AG, Zürich | Equity Emerging Markets Passive |
J.P. Morgan Asset Management (UK) Limited, London | Equity Europe |
Goldman Sachs Asset Management International, London | Equity USA |
Nomura Asset Management Co., Ltd., Tokio | Equity Japan |
DWS CH AG, Zürich | Equity Global Small Cap |
Fisher Investments, Woodside, California | Equity Emerging Markets |
Wellington Management International Ltd., London | Equity Emerging Markets |
Manager | Investment Products |
Zurich Invest AG, Zürich | Real Estate Switzerland Residential |
Zurich Invest AG, Zürich | Real Estate Switzerland Commercial |
Zurich Invest AG, Zürich | Mortgages |
Banque Cantonale Vaudoise, Lausanne | Real Estate Indirect Switzerland |
Schroder Investment Management (Switzerland) AG, Zürich | Real Estate Europe Direct |
DWS CH AG, Zürich | Real Estate Indirect Global Passive |
Zurich Alternative Asset Management LLC, New York | Real Estate USA |
Zurich Alternative Asset Management LLC, New York | Real Estate Global |
Manager | Investment Products |
Guggenheim Partners Investment Management, LLC, New York | Senior Loans Global |
Union Bancaire Privée, UBP S.A. London Branch | Alternative Alpha |
Union Bancaire Privée, UBP S.A. London Branch | Alternative Beta |
Credit Suisse Insurance Linked Strategies Ltd., Zürich | Insurance Linked Strategies Non-Life (CHF hedged) |
Hamilton Lane, LLC, Philadelphia | Private Equity I |
Hamilton Lane, LLC, Philadelphia | Private Equity II |
Hamilton Lane, LLC, Philadelphia | Private Equity III |
Hamilton Lane, LLC, Philadelphia | Private Equity IV |
Schroder Investment Management (Switzerland) AG, Zürich | Insurance Linked Strategies Life I |
Manager | Investment Products |
GCM Customized Fund Investment Group, L.P., New York | Infrastructure I |
GCM Customized Fund Investment Group, L.P., New York | Infrastructure II |
GCM Customized Fund Investment Group, L.P., New York | Infrastructure III |