Investment solutions for private customers

Invest alongside institutional investors

Private customers

Enjoy all the benefits of a major asset manager. Zurich Invest Ltd manages the Zurich investment foundation, Switzerland's largest non-bank investment foundation. It manages the assets of many pension funds, with aggregated assets under management exceeding CHF 22 billion. As a private customer, you can draw on this store of experience too. Your money is in professional hands with us, no matter what your goals are: from saving up to building a nest egg for retirement.

1. We are independent

Unlike many banks, we can freely pick the investment products we recommend to you. Not having our own fund management allows us to work with the best asset managers in each asset class. As our track record shows, this approach pays off for everyone. Including you.

2. We offer attractive terms

Since we manage large asset volumes for numerous pension funds, we can negotiate large discounts from our business partners. And we always pass these savings on to you. So not only do you enjoy the advantages of a large, independent asset manager, but you can also invest at very attractive terms.

3. We are transparent

Being a major player in the Swiss fund market, we are regulated by the Swiss Financial Market Supervisory Authority (FINMA). Zurich Invest Ltd has long been a FINMA-authorized asset manager of collective investment schemes. Our entire investment process is transparent, closely monitored and controlled. This security and professionalism are the reasons why we are a trusted partner of pension funds and institutional customers.

Services at a glance

  • We manage over CHF 22 billion, making us a major player in the Swiss fund market.
  • We are independent and work exclusively with the industry's best asset managers for each asset class.
  • Your money will be available when you need it, giving you plenty of flexibility.

Save and invest the smart way

Are you already getting the most out of your money? Our online health check will provide you with an initial personalized assessment of your finances based on income security, retirement savings and wealth accumulation.

Our advisory service

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

Zurich Invest Ltd

Zurich Invest investment fund custody account, Zurich Invest asset management and Zurich Invest PaymentPlan

Do you have questions on our investment solutions? Call us or send us an email – we would be happy to help you.

Phone: +41 (0)44 628 22 88
Email: invest@zurich.ch