The private banking comparison from moneyland.ch clearly shows the costs of services based on the amount you plan to invest, the services you need and your risk tolerance. Filters let you easily sort private banking offers based on various criteria.
Wealth management and investment advisory services compared
The private banking comparison by moneyland.ch accounts for both of the key pillars of private banking.
Discretionary asset management, in which the bank takes full control of investment decisions, is a defining feature wealth management. A new, more cost-effective option is available in the form of digital wealth management (robo advisors), which uses computer programs to manage assets.
Wealth consultants and investment advisories, unlike asset managers, give you the final say in investment decisions.
Private banking: more information
How does the private banking comparison tool work?
What is the basis of calculation?
Which are the risk profiles?
Private banking pitfalls and how to avoid them
Wealth management services explained
Robo advisors: Digital wealth management
The choice of the right wealth manager
Wealth management and private banking: Costs to consider
Wealth management forum
Participate in the discussions and find the right answer to your question. Go to the wealth management forum
Private banking: Financial services providers included in the comparison
Bank Cler, Basler Kantonalbank, Berner Kantonalbank, Credit Suisse, Migros Bank, Neue Aargauer Bank, Raiffeisen, Sparkasse Schwyz, UBS, Zürcher Kantonalbank, Valiant, True Wealth (robo advisor), ELVIA e-Invest (robo advisor).
Private banking: When does wealth management make sense?
The services which come with private banking primarily make sense for customers with a high net worth. Some of the offers included in the comparison are only available to individuals who hold assets worth 1 million Swiss francs or more, while others have entry requirements as low as 100,000 francs. Exception: Online wealth management services (robo advisors) can be used to manage as little as several thousand francs.
Private banking services range from standardized products to custom wealth management solutions.