BLKB Investment Management

Mandate with individual titles
Sustainable investments
Direct contact via moneyland.ch

Free quote

General information:

Suitable for customers who wish to delegate the management of their investments to the bank. Implementation mainly with direct investments.

Minimum investment amount:

CHF 50,000

Type of service:

Investment management

General costs:

Included in the all-in fee are investment advice, asset management, account management fee, portfolio monitoring, portfolio optimization, capital market transactions, custody fees, brokerage fees and Swiss tax directory.

Product fees:

Product fees are not included.

Transaction fees:

Independent trading fees: not possible.

Retrocessions:

Repayment of any retrocessions.

Taxes:

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

Minimal risk:

Interest income strategy: Up to CHF 3,000,000: 1%; CHF 3,000,001 to CHF 5 million: 0.9%; CHF 5,000,001 to CHF 10 million: 0.8%; CHF 10,000,001 million to CHF 20 million: 0.7%. From CHF 20 million personal offer. Minimum fee: CHF 4500 per year.

Low risk:

Income strategy (10-30% shares): Up to CHF 3,000,000: 1%; CHF 3,000,001 to CHF 5 million: 0.9%; CHF 5,000,001 to CHF 10 million: 0.8%; CHF 10,000,001 to CHF 20 million: 0.7%. From CHF 20 million personal offer. Minimum fee: CHF 4500 per year.

Limited risk:

Balanced strategy (30-60% shares): Up to CHF 3,000,000: 1.15%; CHF 3,000,001 to CHF 5 million: 1.05%; CHF 5,000,001 to CHF 10 million: 0.95%; CHF 10,000,001 to CHF 20 million: 0.85%. From CHF 20 million personal offer. Minimum fee: CHF 4500 per year.

Balaned risk:

Substantial risk:

Growth strategy (50-80% equities): Up to CHF 3,000,000: 1.15%; CHF 3,000,001 to CHF 5 million: 1.05%; CHF 5,000,001 to CHF 10 million: 0.95%; CHF 10,000,001 to CHF 20 million: 0.85%. From CHF 20 million personal offer. Minimum fee: CHF 4500 per year.

High risk:

Strategy Equities Switzerland: Flat fee depending on the investment amount. Up to CHF 1,000,000: 1%; CHF 1,000,001 to CHF 3 million: 0.9%; CHF 3,000,001 to CHF 5 million: 0.8%; CHF 5,000,001 million to CHF 20 million: 0.7%. From CHF 20 million personal offer. Minimum fee: CHF 500 per year.

Individual requests:

Individual investment requests are possible.

Additional services:

Mobile access

Specialized asset types:

Equities, Investment funds, Bonds, Derivatives and structured products