Guided by Alpian

Suitable for people who make their own investment decisions and would like to be supported/advised by the bank.

Advantages:
Investors with Alpian are exempt from bank charges.
Each portfolio is tailored to the client's needs and preferences.
Unlimited access to the Wealth Advisor.
Real-time access to the portfolio and monthly comments from the CIO.

Additional benefits with the Signature Plan:
Metal debit card
lower investment fees
0.1% cashback on every purchase made with the Alpian card
plus various other benefits and discounts.

CHF 10,000

Investment advisory

Standard plan: Flat rate 0.75% per year. 
Signature plan (assets of at least CHF 150,000 or monthly recurring investment of at least CHF 1000): Up to CHF 150,000: 0.75% per year, from CHF 150,000 to CHF 300,000: 0.69% per year, from CHF 300,000 to CHF 500,000: 0.6% per year, above CHF 500,000: 0.5% per year.
Included in the flat fee are custody account management, asset management, brokerage fees, incoming and outgoing payments, consulting, portfolio monitoring, portfolio optimization, bank account (CHF, EUR or GBP) and VAT.

Product fees (TER) are not included.

Transaction costs are included in the flat fee.

Repayment of any retrocessions.

Stamp taxes are not included in the flat-rate fee.

A number of strategies are available.

A number of strategies are available.

A number of strategies are available.

A number of strategies are available.

A number of strategies are available.

A number of strategies are available.

Individual requests are possible. 

Mobile access, Real-time quotes, Research

Equities, Investment funds, Bonds, Currencies, Precious metals, Money market, Real estate, Crypto currencies, Commodities