PostFinance E-Investment Management

This service is suitable for people who wish to delegate their investment decisions to the bank. The investment experts put together the portfolio according to the individually selected investment strategy. In addition to the investment focus on Switzerland, mandates with a global and sustainable orientation are also offered. These are implemented using collective investments and ETF.

CHF 5000

Investment management

The lump-sum fee decreases with the amount invested (no minimum fee).
Up to CHF 250,000: fees of 0.75% per year.
From CHF 250,000: fees of 0.70% per year.
From CHF 500,000: fees of 0.65% per year.
From CHF 1 million: fees of 0.60% per year.
Included in the flat fee are custody account management, asset management, brokerage fees, portfolio monitoring, portfolio optimization, quarterly statement of assets and tax register.
Product costs, VAT, third-party commissions, third-party expenses and stamp duty are not included.

Product fees are not included.

Transaction costs are included in the flat fee.

Products without kickbacks.

Stamp taxes and VAT are not included in the flat-rate fee.

Interest income strategy: equity component 5-25%.

Income strategy: Equity share 20-40%.

Not available.

Balanced strategy: Equity component 35-65%.

Growth strategy: equity component 50-90%.

Stratégie Gain en capital: part d'actions 68-100%.

Individual investment requests are not possible.

Mobile access, Robo advisor

Equities, Bonds, ETFs, Real estate, Commodities