BLKB Investment Advice TRIO

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Private Accounts

BLKB Investment Advice TRIO

  • Investment advice

  • Direct contact via moneyland.ch

General information:

Suitable for people who make their own investment decisions and would like to be advised by the bank, as well as regular monitoring. Any number of consultations as required.

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

Custody fees: Up to and including CHF 500,000 1%, CHF 500,000-1,000,000 0.95%, CHF 1,000,000-5,000,000 0.9%, from CHF 5,000,000 on request (minimum CHF 2000 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:

Transaction costs are included in the flat fee.

Retrocessions:

Repayment of any retrocessions.

Taxes:

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

Minimal risk:

Custody fees apply.

Low risk:

Custody fees apply.

Limited risk:

Custody fees apply.

Balaned risk:

Custody fees apply.

Substantial risk:

Custody fees apply.

High risk:

Custody fees apply.

Individual requests:

Individual investment requests are possible.

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