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.

More on this topic:
Bank asset management service comparison
Independent asset managemer comparison

Expert Benjamin Manz
Benjamin Manz was an expert on banking and financial topics at moneyland.ch.
Make a non-binding inquiry

Swiss Asset Management Offers

Online wealth management

PostFinance E-Investment Management

  • Digital wealth management

  • From CHF 5000

  • Direct opening possible

Digital Private Banking

Managed by Alpian

  • Up to CHF 50 investment fee credit

  • Customized portfolios

  • Unlimited access to wealth advisor

Robo Advisor

Findependent

  • Up to CHF 2000 free of charge

  • Low-cost ETF

  • Sustainable investments

Deal of the Day
×
Online wealth management

PostFinance E-Investment Management

Digital wealth management

Trading platforms

Low-Cost Stockbrokers

Digital Private Banking

Managed by Alpian

  • Up to CHF 50 investment fee credit

  • Customized portfolios

  • Unlimited access to wealth advisor

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

Swiss Trading Platform

Swissquote

  • Leading Swiss online bank with FINMA license

  • Free multicurrency account & low commissions

  • Access to more than 3 million products (shares, ETFs, crypto and more)

Investing & Retirement

Investing & retirement offers

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

Digital Private Banking

Managed by Alpian

  • Up to CHF 50 investment fee credit

  • Customized portfolios

  • Unlimited access to wealth advisor

Online wealth management

PostFinance E-Investment Management

  • Digital wealth management

  • From CHF 5000

  • Direct opening possible

Robo Advisor

Findependent

  • Up to CHF 2000 free of charge

  • Low-cost ETF

  • Sustainable investments

Investing & Retirement

Investing & retirement offers

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

Digital Private Banking

Managed by Alpian

  • Up to CHF 50 investment fee credit

  • Customized portfolios

  • Unlimited access to wealth advisor

Online wealth management

PostFinance E-Investment Management

  • Digital wealth management

  • From CHF 5000

  • Direct opening possible

Robo Advisor

Findependent

  • Up to CHF 2000 free of charge

  • Low-cost ETF

  • Sustainable investments

Find out more

Current Offers

Free credit card

PKZ Insider Card Visa

  • Welcome Bonus of CHF 100

  • No annual fees forever

  • Double bonus with PKZ and up to 1% worldwide

Free credit card

Swisscard Cashback Cards Amex

  • No annual fees

  • Two cards Amex & Visa/Mastercard

  • With cash back

Swiss Trading Platform

Swissquote

  • Leading Swiss online bank with FINMA license

  • Free multicurrency account & low commissions

  • Access to more than 3 million products (shares, ETFs, crypto and more)

Free Manor Mastercard

Manor World Mastercard®

  • 20% welcome discount + 10x points on your first purchase

  • Free extended warranty, travel and purchase insurance

  • Pay worldwide and collect points (even earn double points at Manor)

Digital Private Banking

Managed by Alpian

  • Up to CHF 50 investment fee credit

  • Customized portfolios

  • Unlimited access to wealth advisor

Free Credit Card

swisscard

  • Winner „most affordable card for use abroad“

  • Maximum security and full control

  • No annual fee

Online private account

UBS Banking for adults

  • Open and manage your account, savings account, and cards easily in the UBS Mobile Banking App

  • Plus KeyClub rewards program

  • 50 CHF welcome gift

Find out more

Current Offers

Free credit card

PKZ Insider Card Visa

  • Welcome Bonus of CHF 100

  • No annual fees forever

  • Double bonus with PKZ and up to 1% worldwide

Free credit card

Swisscard Cashback Cards Amex

  • No annual fees

  • Two cards Amex & Visa/Mastercard

  • With cash back

Swiss Trading Platform

Swissquote

  • Leading Swiss online bank with FINMA license

  • Free multicurrency account & low commissions

  • Access to more than 3 million products (shares, ETFs, crypto and more)

Free Manor Mastercard

Manor World Mastercard®

  • 20% welcome discount + 10x points on your first purchase

  • Free extended warranty, travel and purchase insurance

  • Pay worldwide and collect points (even earn double points at Manor)

Digital Private Banking

Managed by Alpian

  • Up to CHF 50 investment fee credit

  • Customized portfolios

  • Unlimited access to wealth advisor

Free Credit Card

swisscard

  • Winner „most affordable card for use abroad“

  • Maximum security and full control

  • No annual fee

Online private account

UBS Banking for adults

  • Open and manage your account, savings account, and cards easily in the UBS Mobile Banking App

  • Plus KeyClub rewards program

  • 50 CHF welcome gift

Swiss bank packages comparison

Find the best bank offer now

Compare now