Set sail for success

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 42 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.

Insight Locations Regions Usage type & yield

billion CHF in assets under management at Zurich Invest Ltd

independently selected asset managers

No 1

manager of the largest non-bank investment foundation in Switzerland, the Zurich investment foundation

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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

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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.

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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.