Sparkasse Schwyz Individual Mandate

Suitable for clients who wish to delegate the management of their investments to the bank. Implementation mainly with individual investments. Available in CHF, USD, EUR.

The all-in fee includes investment management fees, asset management fees, account management fees, portfolio monitoring, portfolio optimization, custody fees, transaction fees and Swiss tax reports.

Product fees are not included.

Independent trading fees: not possible.

Products with kickbacks.

VAT and stamp duty are not included.

Equities in portfolio: 0%. All-in fee depending on investment amount: 0.45% - 0.3% per year.

Equities in portfolio: 0-25%. All-in fee depending on investment amount: 0.95% - 0.8% per year.

Equities in portfolio: 10-60%. All-in fee depending on investment amount: 1.05% - 0.9% per year.

Equities in portfolio: 10-60%. All-in fee depending on investment amount: 1.05% - 0.9% per year.

Equities in portfolio: 20-80%. All-in fee depending on investment amount: 1.15% - 1% per year.

Equities in portfolio: 30-100%. All-in fee depending on investment amount: 1.25% - 1.1% per year.

Individual investment requests are possible.