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I am looking for people who have used asset management services from Sparkasse Schwyz and are willing to share their experience with this bank. How do its asset maangement services compare? Were/are you satisfied with the service? What are the fees?
Hi there,
Sparkasse Schwyz offers two different asset management mandates: An "individual" asset management service which uses individual securities, and an ETF asset management mandate. The ETF services is more afforable in terms of the flat fee - but ETF fees (TER) are charged separately.
The fees for both services can vary depending on the investment strategy used. As a general rule, the larger a portion of your portfolio is made up of stocks, the more expensive the investment strategy.
Sparkasse Schwyz stands out from other Swiss banks in that its asset management services are also available to non-residents. This isn't the case at many other Swiss banks.
You can compare asset management services offered by Swiss retail banks using the moneyland.ch asset management comparison.
An overview of the asset management services offered by Sparkasse Schwyz is available here.
Best regards from Moneyguru
