Our Research Packages

Our research is tailored to your investment needs and interests, no matter whether you go for our Base, Full Service or Full Service Plus packages. Looking to access information, so you can make smart investment decisions? Base is perfect. Or are you after end-to-end support that goes beyond pure research services? Full Service Plus is what you need.

Why Zürcher Kantonalbank

Stability

As a cantonal bank with an AAA rating, Zürcher Kantonalbank is a reliable partner with clear, longstanding ownership structures.

Extensive experience

Zürcher Kantonalbank has more than 20 years of experience in providing research services to its clients.

Located in Zurich and London

Our financial analysts and sales teams are all centrally located in Zurich and London, guaranteeing swift, efficient communication.

Swiss roots

Zürcher Kantonalbank’s research services have won numerous awards. We may focus on Swiss equity, but we do so from a global perspective.

Tailor-made research packages

Our research can be purchased by various client groups, including asset managers, pension funds, insurance companies, family offices, third-party asset managers and high net worth individuals.

Base

Swiss equities

Our Base service includes selected publications and access to insights via Bloomberg and email (Bloomberg: RESP ZKBA). Our research in the field of indirect investment covers key listed investment funds, as well as a range of listed company shares.

Full Service

Swiss equities

In addition to the publications provided with our Base service, Full Service includes the following services: active support from our equity sales team (including discussions on specific markets or securities and flow information on securities with low liquidity), alongside short-term additional publications, such as initial estimates and intraday comments. If company-specific events come into play, our analysts offer timely initial assessments of the situation. An update in the form of an intraday comment is also provided after ad-hoc announcements or analyst presentations.

  • Specific analyst calls: individual calls by analysts on current events and issues
  • Subject-specific presentations by analysts
  • Specific analyst presentations for clients on current and sector-specific issues

Full Service Plus

Swiss equities

In addition to the publications and services included in Full Service, Full Service Plus encompasses the following:

  • Access to management meetings
  • Zürcher Kantonalbank organises more than 150 roadshows per year, with the option of individual or group meetings with senior management (generally CEO and/or CFO) of listed Swiss companies
  • Company visits
  • Zürcher Kantonalbank organises on-site company visits at irregular intervals, such as factory visits or meetings at sector trade fairs in Switzerland and abroad
  • Access to topical events and mini-conferences (generally one-day events)

Macro research

Our macro research arm includes more than 30 economists, strategists and analysts who cover global economic trends, rates, FX, commodities and public policy.

  • Swiss equity
  • Swiss real estate
  • Bonds
  • Market
  • FX
  • Commodities
  • Public policy

Talk to us. Work with us.

We look forward to hearing from you.

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