Investment solutions for institutional customers

Set sail for success

Institutions

Our compass has been pointing in one direction for years: outperform benchmark indices for institutional customers. To achieve this goal, we don't just work with one sole asset manager; instead, we always partner with the best asset managers. Our performance speaks for itself: we manage more than CHF 22 billion. Zurich Invest Ltd is thus a major player in the Swiss fund market. If you are looking for a safe haven for your capital, we would be happy to welcome you on board.

22
billion CHF in assets under management at Zurich Invest Ltd
23
independently selected asset managers
No 1
manager of the largest non-bank investment foundation in Switzerland, the Zurich investment foundation

OUR MISSION IN A NUTSHELL: BETTER THAN THE MARKET

TAKE OUR WORD FOR IT: FOLLOW OUR PERFORMANCE ONLINE

Visit the online portal of our fund management company (GAM) for: 

  • All the details for all our products
  • Our daily performance figures
  • Legal documents

Your benefits at a glance

  • We are efficient: Our large scale allows us to negotiate significant cost reductions from our business partners. These translate into attractive fees for institutional investors.
  • We work in a structured way: Our investment solutions are tailored to the needs of institutional investors.
  • We will identify and implement the ideal tax structure for you.

Cost-conscious

  • Managing a large volume of institutional business, our business partners give us significant discounts that we pass on to our customers through attractive fees.

Experienced

  • Longstanding expertise enables us to respond better to market volatility/cycles.
  • Seasoned partners know how to navigate market cycles through proactive decision-making.

Structured

  • Investment solutions tailored to the needs of institutional investors.
  • Solutions structured to optimize tax burdens, operational efficiency and investor participation.
  • Zurich Invest Ltd sets up dedicated structures with proprietary investment guidelines and presents them to the relevant supervisory authorities for prior approval.

Secure

  • Zurich Invest Ltd meets the highest governance, compliance and security standards (Zurich Group, Zurich Switzerland).
  • Our funds are regulated by the Swiss Financial Market Supervisory Authority (FINMA).
  • Zurich Invest Ltd is a FINMA-authorized asset manager of collective investment schemes.

How our investment management process works

1. Needs analysis

We evaluate the long-term potential of an investment solution based on a thorough needs and market trend analysis tailored to the specific requirements of Swiss pension funds.

2. Manager selection

Next, we identify the most suitable portfolio manager by following our structured selection process. Being independent, Zurich Invest Ltd is free to select the ideal solution without any conflicts of interest.

3. Implementation

In the final phase, we jointly implement the investment mandate with the selected partners. Our primary focus in this process is to ensure a lean structure and efficient implementation.

Our advisory service

Would you like further information? We would be glad to advise you.

Address

  • Zurich Invest Ltd
    P.O. Box
    8085 Zurich

Domicile or seat in Switzerland

a) Regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective investment schemes.


b) Regulated insurance institutions.


c) Public entities and retirement benefits institutions with professional treasury operations.


d) Companies with professional treasury operations.

The requirement of professional treasury operations is met if the investor entrusted at least one qualified and experienced person in the financial sector with managing its financial resources on a permanent basis.