Inhaltsseite:Cooperations

Promotion

Cooperations

Obtain access to our funds universe and highly awarded investment services.

Partnership with added value

For us, being a partner means supporting you and helping you get ahead. A reliable partner is there for you even in difficult and turbulent times. We offer our partner banks strategic cooperations according to their needs. You benefit from our expertise, advice and knowledge transfer in the area of funds and research with highly awarded services and investment products.

Share in our expertise

With Swisscanto Invest by Zürcher Kantonalbank, you are choosing one of the largest fund providers in Switzerland. We share our success with partner banks. You not only get direct access to our funds universe but all the expertise and years of investment experience of Zürcher ‎Kantonalbank are also at your service. Our systems and processes are aimed at generating continuous added value. Depending on requirements, you can obtain access to our full range of products or only to individual categories or share classes. We offer custom, extremely interesting fee models in this regard.

Private labelling

Do you have proven investment expertise and a brilliant product idea? We can develop a suitable and unique fund for you. A Private Label Fund (PLF) provides you with a tailored investment solution to manage your client assets efficiently and to present your investment know-how prominently. We will carry out all the tasks relating to setting up and managing your private label fund while you focus on asset management and sales.

What we offer

Swisscanto Invest's expertise is also your expertise: our private label fund professionals assist you personally and expertly, from the initial discussion through to the launch. All services are provided from under one roof. 

Initial discussion & advice

Your needs are our starting point. Based on your investment idea, we define a suitable structure, investment policy, name and pricing structure and provide advice on the advantages and disadvantages of the various fund domiciles.  

Offer & realisation

In the next step, we prepare the fund prospectus for you and submit it to the regulatory authorities on your behalf. We can also carry out the registration in selected countries of sale on request. 

Coordination & implementation

In order for the launch to be carried out according to your expectations, we coordinate the work processes of all involved parties at an early stage. We ensure perfect cooperation between custodian bank, fund management and fund administration. 

Launch

Once the regulatory authorities have given their approval, we are ready to go ahead. You take care of the asset management, marketing and successful sales. We will undertake correct and professional administration for you and ensure compliance obligations at all times.  

Investment & research

We are proven specialists in institutional fund management. Our portfolio managers have first-class qualifications and many years of professional experience. We also support our partners in the area of research. No matter what you follow with interest - Swiss and international companies or the global economic development - our own, multiple award-winning research is available to you. We are a leading provider of primary research, in particular for Swiss small and mid caps. A partnership that benefits you.

What we offer

  • You get exclusive access to all the information and analyses of Zürcher Kantonalbank.
  • Equities research Switzerland (primary research)
  • Equities research global (secondary research)
  • Bond research (primary research on Swiss issuers and secondary research on international debtors)
  • Funds research (Best in Class)
  • Sustainability research
  • Macro research
  • Asset allocation
  • CIO services on request

Your advantages

  • As our partner bank, you can contact the analysts at Zürcher Kantonalbank at any time.
  • You will have access to research data from an independent source in German.
  • You will receive publications from a multi-award winning research department.

Lucrative sales of insurance policies

For cantonal and other partner banks we offer three specialist insurance policies as pension products that can be sold by our partners at interesting terms for intermediaries.

Your advantages

  • As a partner bank, you have the option of offering your customers Swisscanto Safe risk insurance, Swisscanto Safe credit insurance and Swisscanto Safe savings target insurance.
  • With these three specialist insurance policies, people can insure their families or business partners in the event of incapacity to work or death.
  • The insurance partner for these 3rd pillar insurance policies is Swiss Mobiliar Life Insurance Company Ltd. 

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