Bank Cler Investment Management

Standard mandate
Free electronic tax statement

General information:

In addition to the Focus Switzerland mandate, mandates with an international focus and sustainable mandates are also offered. Further solutions are «Focus on Europe EUR» as well as «Focus Dividends Switzerland».

Minimum investment amount:

CHF 100,000

Type of service:

Investment management

General costs:

Flat fee: Up to CHF 1 million: 1.2% of the investment amount. From CHF 1 million: 1.1% of the investment amount (Exception: Focus Dividends Switzerland: 1% p.a.). Minimum fees for all risk categories: CHF 1000 per year, even with a shorter contract term. Asset management clients are exempt from the fees incurred for tax statements, account management and postage. Not included in the flat fee are non-banking fees, product costs and fiscal charges such as stamp duties and cantonal fees, stock exchange duties, VAT.

Product fees:

Product fees are not included.

Transaction fees:

Independent trading fees: not possible.

Retrocessions:

Kickbacks will be refunded.

Taxes:

VAT and stamp duty are not included.

Minimal risk:

Not available.

Low risk:

Strategy Income Focus on Switzerland / International: 5% liquidity, 55% bonds, 20% equities, 20% non-traditional investments.
Strategy Income Focus on Europe EUR: 5% liquidity, 55% bonds, 25% equities, 15% non-traditional investments.
Strategy Income sustainable: 5% liquidity, 60% bonds, 25% equities, 10% non-traditional investments.

Limited risk:

Not available.

Balaned risk:

Balanced strategy Focus on Switzerland / International: 5% liquidity, 30% bonds, 45% equities, 20% non-traditional investments.
Balanced strategy Focus on Europe EUR: 5% liquidity, 30% bonds, 50% equities, 15% non-traditional investments.
Balanced strategy sustainable: 5% liquidity, 35% bonds, 50% equities, 10% non-traditional investments.

Substantial risk:

Growth strategy Focus on Switzerland / International: 5% liquidity, 5% bonds, 70% equities, 20% non-traditional investments.
Growth strategy sustainable: 5% liquidity, 10% bonds, 75% equities, 10% non-traditional investments.

High risk:

Equity strategy Focus on Switzerland / International: 5% liquidity, 0% bonds, 80% equities, 15% non-traditional investments.
Equity strategy sustainable: 5% liquidity, 0% bonds, 85% equities, 10% non-traditional investments.

Individual requests:

Not available.

Additional services:

Telephone-based trading

Specialized asset types:

Equities, Bonds