Zurich Launches Online Portfolio Management Facility For Customers And Advisers

Zurich International Life Ltd (Zurich) has launched a new online digital capability to allow customers to manage the investments held under their Zurich policies.

“This new functionality has been designed in response to the feedback from our customers, for a new level of flexibility and digital enablement that allows them to have control over their investments,” says Reena Vivek, Chief Operating Officer at Zurich International Life Ltd. “We want to help our customers better understand the importance of rebalancing their investment allocation and fund holdings. With the new Online Portfolio Management facility, customers can keep up-to-date with their investments, track performance and actively manage where their money is being invested to ensure they reach their financial goals. They can also get access to bespoke strategies and the Zurich range of managed funds.”

For customers who are saving towards long-term financial goals, a disciplined approach to rebalancing their portfolio through regular reviews with their financial adviser is vital, as it can create opportunities for higher investment returns. Rebalancing helps customers to consolidate gains over short periods of time, manage volatility and ensure their investments do not exceed their risk boundaries.

For more information on Zurich’s financial solutions, visit www.zurich.ae