Asset Mangement
Institutional Asset Management
Our Institutional Asset Management companies manage, invest
Companies in this sector include:
- Long/Short Hedge Funds of Funds
- EU large cap. Equities Investments
- zuKunft Fiduciary Company: Independent Fiduciary Services for Employee Benefit Plans
- zuKunft Casa de Bolsa: Money market dominated by the Peso, Fixed Income Securities and Equity Securities
Your investment strategy is essential to meeting your financial goals.
Equity Market Risks and Rental and promotion business
- All investments involve risks, including the possible loss of principal.
- Here are some general risks associated with the various asset classes mentioned on this website. This list is not exhaustive. Each specific investment approach and product will have its own specific risks, and the risks will vary.
- Stock markets are subject to many factors, including economic conditions, government regulations, market conditions, local and international political events, as well as environmental and technological factors.
- zuKunfthas also been involved in the field of rental and promotion since 2021, we build new real estate projects every year, including the construction of flats, houses, commercial buildings, etc…. Most of our residential properties are intended for rental for a minimum of 2 years.
Asset Mangement
INVESTMENT & MANAGEMENT
INVESTMENT & MANAGEMENT
INVESTMENT & MANAGEMENT
Your investment strategy is essential to meeting your financial goals. Remaining invested during market fluctuations can be difficult if your portfolio is not aligned with your psychological risk tolerance. We help you overcome this ‘behaviour gap’ by integrating your risk tolerance with your short, medium, and longer term goals. Our portfolios are well-diversified using low cost and no load investments. Our preferred investment choices for our portfolios are low-cost mutual funds, exchange traded funds, and individual bonds, as appropriate.
FINANCIAL MANAGEMENT
INVESTMENT & MANAGEMENT
INVESTMENT & MANAGEMENT
We help you to understand your financial strengths and weaknesses by creating income and expense documents so you have a clear understanding of your cash flow. Your cash flow is the key to wealth, financial independence. We show you how to save by helping you align your present choices and future lifestyle with your desired financial success. It’s not always easy, but it is certainly possible. We help you prioritize and make the right decisions, keeping in mind your values and what is important to you. Our ongoing reviews will assure you are on the right path to your financial success.
CUSTOMIZED SOLUTIONS
INVESTMENT & MANAGEMENT
CUSTOMIZED SOLUTIONS
Whether you’re looking to expand or relocate your business in Switzerland, or you’re about to undertake a large capital project, zuKunft offers a unique, broad-based impact investment platform to meet your needs, including:
- Discretionary tax benefits and tax-exempt financing
- Catalytic investment capital in the form of debt, credit enhancements, and other hybrid instruments
- Advisory services to our internal teams and external stakeholders on a range of strategic financial topics
The Strategic Investments Group at zuKunft negotiates deal structures and provides opportunities to foster growth across a variety of sectors, including industrial, technology, life sciences, non-profit, infrastructure and energy, and certain commercial and retail activities.