For people who want to delegate their investment decisions to the bank. Implementation exclusively with ETF. Investment plans are also available for pillar 3a.
Flat fee becomes smaller the larger the invested amount is.
Up to CHF 50,000: fees of 0.68% per year.
From CHF 50,000: fees of 0.55% per year.
From CHF 150,000: fees of 0.47% per year.
From CHF 500,000: fees of 0.42% per year.
From CHF 5 million: fees on request.
Included in the flat fee are service fee, account and custody account management, brokerage, tax statements, VAT, portfolio monitoring and portfolio optimization.
Not included are product costs, third-party commissions, third-party charges and stamp duty.
Product fees (TER, on average 0.22%) are not included.
Transaction costs are included in the flat fee.
Only retrocession-free products are used.
Stamp taxes are not included in the flat-rate fee.
A number of strategies are available.
A number of strategies are available.
A number of strategies are available.
A number of strategies are available.
A number of strategies are available.
A number of strategies are available.
Individual investment requests are not possible.
