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Old 11.04.2021, 12:24
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VZ Vermögensverwaltung, any experience?

Hi

Although I am not very familiar with the finance, I am not satisfied with my current patrimony management. The advice at the bank or post office doesn't seem to be really good advice because in the end it's all about selling me something.

Now I would like to have an independent and competent advice to see whether and how I can optimize my patrimony. The VZ (VermögensZentrum) seems to be the right address. Is it really like that do you have any experience with VZ?

Thank you very much for sharing your opinion!

Kind regards
A.D.
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Old 11.04.2021, 14:10
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Re: VZ Vermögensverwaltung, any experience?

https://www.englishforum.ch/finance-...ck-please.html
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Old 11.04.2021, 14:12
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Re: VZ Vermögensverwaltung, any experience?

They're an independent organization, but they also have products to flog. We used them to do a financial analysis or our situation some 10 years or so before retiring but didn't take them up on their offer to manage our finances for us (much to their frustration, I suspect their advisors get bonuses for selling you their products).
I do suspect they are respectable in the same way as banks are, but give a more neutral view on things.
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Old 11.04.2021, 16:05
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Re: VZ Vermögensverwaltung, any experience?

My company used VZ when we changed our LPP (2nd pillar) provider. They seemed to have made some good recommendations as we have some very good annual returns (3.0%+) and all employees over 55 were offered a free retirment planning analysis.

BUT - after the free analysis, they ask the individual around Fr 2k for the implementation details.

So I didn't take them up on that offer...
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Old 13.04.2021, 07:58
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Re: VZ Vermögensverwaltung, any experience?

Thanks for the answers!

From what I have read, it seams not possible to finde a center that give you neutral opinion on financial issues.

This https://www.bvgauskuenfte.ch/vorsorgeauskunft/ looks quite nice, but they are on retirement issues specialized.

Thanks
A.D.
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