PostFinance E-Investment Management

Digital wealth management
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General information:

Suitable for people who want to delegate their investment decisions to the bank. In addition to the Focus Switzerland mandate, mandates with an international focus and sustainable mandates are also offered.

Minimum investment amount:

CHF 5000

Type of service:

Investment management

General costs:

The fat fee becomes smaller the larger the invested amount is.
Up to CHF 250,000: fees of 0.75% per year.
From CHF 250,000: fees of 0.7% per year.
From CHF 500,000: fees of 0.65% per year.
From CHF 1 million: fees of 0.6% per year.
Included in the flat fee are custody account management, asset management, brokerage fees and tax statements. Not included are product costs, VAT, third-party commissions, third-party charges and stamp duty.

Product fees:

Product fees are not included.

Transaction fees:

Transaction costs are included in the flat fee.

Retrocessions:

Products without kickbacks.

Taxes:

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

Minimal risk: