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Wealth Management

Zurich Intermediary Platform

plans

More than an investment solution, the Zurich Intermediary Platform has been designed around you to enable you to run your business more efficiently.

Zurich Horizon Funds

boy on the beach

The Zurich Horizon Fund range consists of five multi-asset risk-profiled funds designed to suit a range of client needs. 

Grandfather and child

Retirement

Clients need to feel confident they'll have the level of income at retirement suited to their lifestyle. Our retirement offering will set them on the right path.

multiple snow globes

Investment options

A wide range of investment options to suit your clients' needs. If you like choice then you're in the right place.

Keepsake box

Products closed to new business

Some of your clients may still be paying into accounts no longer available to new business.

MiFID II

With the introduction of MiFID II back in January 2018, you can read how we have interpreted the regulations and how they affect the Zurich Intermediary Wealth Platform.