Fiduciary Duty

Swiss wealth managers have a “fiduciary duty” to be loyal to their clients.

Wealth managers accept the duty to take full responsibility for the safeguarding of their client’s interests and to avoid conflicts of interest.

Practices like churning and front-, parallel- or after-running are forbidden.

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Swiss Asset Management Offers

Online wealth management

PostFinance E-Investment Management

  • Digital wealth management

  • From CHF 5000

  • Direct opening possible

Open now
Managed Premium

Discretionary Mandate

  • Up to CHF 100 welcome bonus

  • Customized portfolios & unlimited access to wealth advisor

  • Daily rebalancing

Learn more for free
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Findependent

  • CHF 4000 free of charge with code "moneyland"

  • Free electronic tax statement

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Swiss private banking expertise

Personal wealth management

  • Up to CHF 100 welcome bonus

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  • An investment strategy tailored to your goals

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Online wealth management

PostFinance E-Investment Management

  • Digital wealth management

  • From CHF 5000

  • Direct opening possible

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Swiss Broker

Saxo Bank Special Offer

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  • Licensed Swiss bank (FINMA)

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Swiss private banking expertise

Personal wealth management

  • Up to CHF 100 welcome bonus

  • Free and convenient video call

  • An investment strategy tailored to your goals

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Investing & Retirement

Investing & retirement offers

Managed Premium

Discretionary Mandate

  • Up to CHF 100 welcome bonus

  • Customized portfolios & unlimited access to wealth advisor

  • Daily rebalancing

Learn more for free
Robo Advisor

Findependent

  • CHF 4000 free of charge with code "moneyland"

  • Free electronic tax statement

  • Sustainable investments

Profit now
Online wealth management

PostFinance E-Investment Management

  • Digital wealth management

  • From CHF 5000

  • Direct opening possible

Open now
Swiss Broker

Saxo Bank Special Offer

  • Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days

  • Licensed Swiss bank (FINMA)

  • Free expert research and trading signals

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Swiss private banking expertise

Personal wealth management

  • Up to CHF 100 welcome bonus

  • Free and convenient video call

  • An investment strategy tailored to your goals

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Managed Premium

Discretionary Mandate

  • Up to CHF 100 welcome bonus

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  • With cash back

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PKZ Insider Card Visa

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Online private account

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