BLKB Investment Advice DUO

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Private Accounts

BLKB Investment Advice DUO

  • Investment advice

  • Direct contact via moneyland.ch

General information:

Suitable for people who make their own investment decisions and would like to be supported and advised by the bank. Two consultations per calendar year.

Minimum investment amount:
No minimum amount
Type of service:
Investment advisory
General costs:

Custody fees: Up to CHF 500,000 0.6%, CHF 500,000-1,000,000 0.55%, CHF 1,000,000-5,000,000 0.5%, from CHF 5,000,000 on request (minimum CHF 480 per year). Surcharge for securities domiciled abroad: 0.12%.
Custody fees for BLKB products: 0.1%. If the management of a deposit requires special effort, the fee may be increased.

Product fees:

Product fees are not included.

Transaction fees:

Independent trading fees: not included.

Retrocessions:

Repayment of any retrocessions.

Taxes:

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

Minimal risk:

No all-in fee, but custody and transaction fees apply.

Low risk:

No all-in fee, but custody and transaction fees apply.

Limited risk:

No all-in fee, but custody and transaction fees apply.

Balaned risk:

No all-in fee, but custody and transaction fees apply.

Substantial risk:

No all-in fee, but custody and transaction fees apply.

High risk:

No all-in fee, but custody and transaction fees apply.

Individual requests:

Individual investment requests are possible.

Additional services:
Mobile access, Research
Specialized asset types:
Equities, Investment funds, Bonds