Sparkasse Schwyz Investment Advice Plus

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Private Banking

Sparkasse Schwyz Investment Advice Plus

  • Comprehensive investment advice

  • Transaction costs not included

  • Direct contact via moneyland.ch

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 account 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