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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.

Expert Benjamin Manz

Benjamin Manz was an expert on banking and financial topics at moneyland.ch.

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

Learn more for free

Swiss Broker

Saxo Bank Special Offer

Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days
Licensed Swiss bank (FINMA)
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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)

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Digital Private Banking

Managed by Alpian

Up to CHF 50 investment fee credit

Learn more See all deals

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

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Digital Private Banking

Managed by Alpian

Up to CHF 50 investment fee credit
Customized portfolios
Unlimited access to wealth advisor

Learn more for free

Robo Advisor

Findependent

CHF 4000 free of charge with code "moneyland"
Free electronic tax statement
Sustainable investments

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Investing & Retirement

Investing & retirement offers

Robo Advisor

Findependent

CHF 4000 free of charge with code "moneyland"
Free electronic tax statement
Sustainable investments

Profit now

Digital Private Banking

Managed by Alpian

Up to CHF 50 investment fee credit
Customized portfolios
Unlimited access to wealth advisor

Learn more for free

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

Benefit now

Investing & Retirement

Investing & retirement offers

Robo Advisor

Findependent

CHF 4000 free of charge with code "moneyland"
Free electronic tax statement
Sustainable investments

Profit now

Digital Private Banking

Managed by Alpian

Up to CHF 50 investment fee credit
Customized portfolios
Unlimited access to wealth advisor

Learn more for free

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

Benefit now

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

Learn more now

Free credit card

Swisscard Cashback Cards Amex

No annual fees
Two cards Amex & Visa/Mastercard
With cash back

Learn more now

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)

Benefit now

Digital Private Banking

Managed by Alpian

Up to CHF 50 investment fee credit
Customized portfolios
Unlimited access to wealth advisor

Learn more for free

Free Credit Card

swisscard

Winner „most affordable card for use abroad“
Maximum security and full control
No annual fee

Learn more now

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

Learn more

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

Learn more now

Free credit card

Swisscard Cashback Cards Amex

No annual fees
Two cards Amex & Visa/Mastercard
With cash back

Learn more now

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)

Benefit now

Digital Private Banking

Managed by Alpian

Up to CHF 50 investment fee credit
Customized portfolios
Unlimited access to wealth advisor

Learn more for free

Free Credit Card

swisscard

Winner „most affordable card for use abroad“
Maximum security and full control
No annual fee

Learn more now

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

Learn more

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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.

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