Sparkasse Schwyz Investment Advice

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Private Banking

Sparkasse Schwyz Investment Advice

  • Investment advice individual titles

  • Transaction costs not included

  • Direct contact via moneyland.ch

General information:

Suitable for clients who wish to receive advice at securities level.

Minimum investment amount:
No minimum amount
Type of service:
Investment advisory
General costs:

Custody fees up to 1 million 0.3%, up to 2 million 0.25%, up to 5 million 0.2%, from 5 million on request. Minimum per custody account CHF 50, foreign currency surcharge 0.15%. The Swiss tax directory is free of charge.

Product fees:

Product fees are not included.

Transaction fees:

Independent trading fees: possible.

Retrocessions:

Products with kickbacks.

Taxes:

VAT and stamp duty are not included.

Minimal risk:

No all-in fee, but custody and transaction fees apply.

Low risk:

No all-in fee, but custody and transaction fees apply.

Limited risk:

No all-in fee, but custody and transaction fees apply.

Balaned risk:

No all-in fee, but custody and transaction fees apply.

Substantial risk:

No all-in fee, but custody and transaction fees apply.

High risk:

No all-in fee, but custody and transaction fees apply.

Individual requests:

Individual investment requests are possible.

Additional services:
Mobile access, Telephone-based trading
Specialized asset types:
Equities, Investment funds, Bonds