About us:
45 bn.
Assets under management in Swiss francs
at Zurich Invest Ltd
at Zurich Invest Ltd
25+
Independently selected asset managers
worldwide
worldwide
No 1
Manager of the largest non-bank investment foundation in Switzerland, the Zurich investment foundation
What we do
Zurich Invest Ltd is responsible for three investment platforms with a broad selection of traditional and alternative investments:
- The Zurich investment foundation (ZAST), which specifically addresses the requirements of Swiss pension funds and is managed by Zurich Invest Ltd
- The Zurich institutional funds (ZIF), which focus on investment opportunities for institutional customers
- Zurich Invest Luxembourg (ZILUX), which provides an ideal environment for innovative structures
Alongside pension funds and institutional customers, we also provide private customers with lower net worths access to the advantages of large investors.
Why we are independent
Unlike many banks, we are independent and can freely pick the investment products we recommend to customers. We work with the best asset managers in each asset class and offer modern financial solutions. As our track record shows, this approach pays off for everyone. Including you.
How we select
Our vision
- We are committed to helping our customers reach their long-term investment objectives. Our efforts contribute to ensure lasting financial security in retirement.
- We provide flexible investment solutions for private customers, pension plans and institutional investors.
- We are part of the Zurich Insurance Group, a global pension and risk management company.
- Our values: customer centricity, excellence, sustainable value creation, integrity, teamwork.
- Our promise: independent, competent, personal.
Fewer details
More details
Fewer details
More details
Our promise
- Independent: Independent, structured and documented investment management process to select and monitor the best portfolio managers based on objective criteria.
- Competent: Creation of competitive, optimized investment vehicles. Monitoring by specialists and an investment committee. Broad diversification possibilities with traditional and alternative investments.
- Personal: Holistic, partnership-based support for our customers with extensive services and reports.
Our values
- Customer centricity: Our business revolves around our customers.
- Excellence: We strive for the highest quality and continuous optimization in everything we do.
- Sustainable value creation: We create and sustain value – for our customers, our shareholders, our people and society.
- Integrity: We treat everyone in a fair and honest manner.
- Teamwork: We work together as one team to achieve our mutual goals.
Part of a leading financial group
Zurich Invest Ltd is a wholly owned subsidiary of the Zurich Insurance Company Ltd. Zurich is one of Switzerland's largest insurance companies. The Zurich Insurance Group operates worldwide, employing a workforce in excess of 55,000 in more than 170 countries.
