Investment Profile

An investment profile is made up of key data relating to investments or financial assets.

The investor’s risk tolerance, risk capacity, time frames for investments, revenues, liquidity requirements, tax questions, goals and expectations should all be included when creating an investment profile.

Unlike a customer profile, an investment profile specifically defines the immediate parameters of wealth management.

Online trading brokers in comparison

Find the cheapest online broker now

Compare now
Trading platforms

Brokers with low fees

International trading platform

eToro

  • Thousands of international and local stocks

  • Award-winning trading platform

  • The information provided in the advertisement constitutes a promotion for shares. Your capital is at risk.

Benefit now
Deal of the Day
×
International trading platform

eToro

Thousands of international and local stocks

Learn more See all deals
Wealth managers in comparison

Find the most favorable wealth management now

Compare now for free
Expert Benjamin Manz
Benjamin Manz is an expert on banking and financial topics at moneyland.ch.

Information

About moneyland.ch

 

moneyland.ch is Switzerland’s independent online comparison service covering banking, insurance and telecom. More than 100 unbiased comparison tools and calculators are available on moneyland.ch, along with useful financial guides and timely news. The comprehensive comparison tools help you to find the right insurance policies, bank accounts, credit and prepaid cards, loans, mortgages, trading accounts and telecom products for your needs. The guarantee of independence applies.

Compare Asset Management Services

Company
Users
Banks & Telecom
Insurance & Pensions
SSL
Swiss Made Logo
reCAPTCHA protected by
reCAPTCHA
Privacy - Terms

moneyland.ch is Switzerland’s independent online comparison service covering banking, insurance and telecom. Contact us