private banking
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asset management

NZB Swiss Opportunity Fund
The NZB Swiss Opportunity Fund is an actively managed Swiss equities fund which aims to achieve above-average returns over a prolonged period of time with the lowest possible risk. The asset manager invests mainly in the shares of Swiss companies which are traded in Switzerland. At the same time, in order to achieve better diversification, a small portion of the fund may be invested in foreign shares. In addition, short positions can be held to a maximum of 25% of the total assets.
The fund is independent of any benchmark index, but the SPI Swiss Performance Index offers a natural benchmark.

Managed Accounts
NZB manages individual accounts with a focus on Swiss equities for institutional clients and private individuals with an institutional investment approach. The strategy of a managed account is established once the client’s needs and wishes have been clearly defined. By doing so, the NZB Neue Zürcher Bank’s know-how is placed at the disposal of the individual client. The aim of the investment (absolute- or relative earnings) and its risk level is defined by the client.

Board of Directors:
Carl Stadelhofer, President
Dr. Markus Schildknecht
Hans Rudolf Hufschmid

Executive Management:
Martin Eberhard, CEO
Marco Bacchetta, Head Institutional Sales
Thomas Baumann, Head of Financial Analysis
Frank Gut, Chief Financial Officer
Hansruedi Schumacher, Head of Private Banking
Ralph Windholz, Chief Operating Officer