HNWI

A high net worth individual, or HNWI, is a person with investable assets of 1 million U.S. Dollars or more, as defined by the World Wealth Report by Capgemini (2011). Assets which cannot be invested (like real estate) do not qualify as investable income.

In Switzerland, some banks and wealth managers place the asset floor for HNWIs even higher, at 5 million Swiss francs. Banks generally offer high net worth individuals special wealth management services which are not available to regular customers.

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UHNWI
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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

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Online wealth management

PostFinance E-Investment Management

Digital wealth management

Trading platforms

Low-Cost Stockbrokers

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)

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 Broker

Cornèrtrader

  • Transfer costs covered up to CHF 1000

  • Up to 40'000 financial instruments

  • Swiss online bank

Trading platforms

Low-Cost Stockbrokers

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)

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 Broker

Cornèrtrader

  • Transfer costs covered up to CHF 1000

  • Up to 40'000 financial instruments

  • Swiss online bank

Investing & Retirement

Investing & retirement offers

Swiss Broker

Cornèrtrader

  • Transfer costs covered up to CHF 1000

  • Up to 40'000 financial instruments

  • Swiss online bank

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

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

Cornèrtrader

  • Transfer costs covered up to CHF 1000

  • Up to 40'000 financial instruments

  • Swiss online bank

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

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)

Digital Private Banking

Managed by Alpian

  • Up to CHF 50 investment fee credit

  • Customized portfolios

  • Unlimited access to wealth advisor

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

Life Insurance

Generali

  • CHF 100.- Migros voucher upon conclusion

  • Death coverage

  • Premium guarantee: No increase

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)

Digital Private Banking

Managed by Alpian

  • Up to CHF 50 investment fee credit

  • Customized portfolios

  • Unlimited access to wealth advisor

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

Life Insurance

Generali

  • CHF 100.- Migros voucher upon conclusion

  • Death coverage

  • Premium guarantee: No increase

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