Sparkasse Schwyz Investment Advice Plus

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Private Banking

Sparkasse Schwyz Investment Advice Plus

  • Comprehensive investment advice

  • Direct contact via moneyland.ch

  • Free tax directory

General information:

Suitable for clients who wish to define a comprehensive advisory service based on an investment strategy and who wish to have regular monitoring.

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

Custody fees: Up to CHF 500,000 0.6%, CHF 500,000-1,000,000 0.55%, CHF 1,000,000-2,000,000 0.5%, CHF 2,000,000-5,000,000 0.45%, from CHF 5,000,000 on request (minimum CHF 500 per year). No surcharge for foreign currencies. 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

Special offers for Moneyland users

Moneyland Special Offers

Swiss private banking expertise

Personal wealth management

  • Up to CHF 100 welcome bonus

  • Free and convenient video call

  • An investment strategy tailored to your goals

Online private account

UBS Banking for adults

  • Open and manage your account, savings account, and cards easily in the UBS Mobile Banking App

  • Plus KeyClub rewards program

  • 50 CHF welcome gift

Swiss Trading Platform

Swissquote

  • Leading Swiss online bank with FINMA license

  • Free multicurrency account & low commissions

  • Access to more than 3 million products (shares, ETFs, crypto and more)

Swiss Broker

Saxo Bank Special Offer

  • Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days

  • Licensed Swiss bank (FINMA)

  • Free expert research and trading signals

Special offers for Moneyland users

Moneyland Special Offers

Swiss private banking expertise

Personal wealth management

  • Up to CHF 100 welcome bonus

  • Free and convenient video call

  • An investment strategy tailored to your goals

Online private account

UBS Banking for adults

  • Open and manage your account, savings account, and cards easily in the UBS Mobile Banking App

  • Plus KeyClub rewards program

  • 50 CHF welcome gift

Swiss Trading Platform

Swissquote

  • Leading Swiss online bank with FINMA license

  • Free multicurrency account & low commissions

  • Access to more than 3 million products (shares, ETFs, crypto and more)

Swiss Broker

Saxo Bank Special Offer

  • Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days

  • Licensed Swiss bank (FINMA)

  • Free expert research and trading signals

Deal of the Day
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Swiss private banking expertise

Personal wealth management

Up to CHF 100 welcome bonus