Credit Suisse Invest Partner

Credit Suisse Investment Advisory Mandate Partner: Suitable for people who receive suggestions from their bank but wish to make their own decisions.

Quarterly report on portfolio quality. Quarterly statement of assets. Tax statement included.

Single price model, all fee components such as investment, custody, and transaction fees are charged separately.

Included in the investment fee: Personal advisor, portfolio monitoring (quarterly analysis of portfolio quality), performance reporting (once per quarter), publications, trading recommendations, tax statement Switzerland.

Not included in the investment fee: Stock exchange fees, VAT and fees charged by third parties, additional fees for investments in units of investment funds. No investment fee is charged on CS multi-asset class products.

Additional transaction fees: Ticket fees in CHF depending on transaction volume, from CHF 30 for securities traded in Switzerland and ETFs up to CHF 5000 with 10% online discount. Transaction fees do not include fiscal charges such as stock exchange and stamp duties and VAT. 

Investment fee (graduated tariff):
0.50% up to CHF 1 million.
0.45% up to CHF 3 million.
0.40% up to CHF 10 million.
0.35% for amounts above CHF 10 million.
Minimum fee per year: CHF 2000.

Additional custody fees: 0.25% up to CHF 1 million, 0.2% up to CHF 3 million, 0.15% up to CHF 10 million, 0.1% for amounts above CHF 10 million (graduated tariff), as well as 0.1% surcharge on custody fees for foreign assets held in custody abroad.
Value added tax is added to this.
Item fee per year CHF 50.

Product fees are not included.

Independent trading fees: not included.

Access to products without kickbacks.

VAT and stamp duty are not included.

Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.5%. Above that, fees decreasing according to graduated tariff. Minimum fee: CHF 2000 per year.

Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.5%. Above that, fees decreasing according to graduated tariff. Minimum fee: CHF 2000 per year.

Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.5%. Above that, fees decreasing according to graduated tariff. Minimum fee: CHF 2000 per year.

Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.5%. Above that, fees decreasing according to graduated tariff. Minimum fee: CHF 2000 per year.

Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.5%. Above that, fees decreasing according to graduated tariff. Minimum fee: CHF 2000 per year.

Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.5%. Above that, fees decreasing according to graduated tariff. Minimum fee: CHF 2000 per year.

Individual requests are possible.