Suitability

Ensuring that the financial instruments recommended to customers are suited to their situation is a primary duty of wealth managers.

In Switzerland, the school-of-thought regarding suitability differs from that found in the U.S. or elsewhere in Europe.

Suitability guidelines are not included in stock market law. Instead, financial services providers are required to clearly inform customers about the risks of a financial instrument before performing a transaction. However, it is not their job to determine whether or not a financial instrument is suitable for a client.

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Cornèrtrader

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Trading platforms

Low-Cost Stockbrokers

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)

Benefit now
Digital Private Banking

Managed by Alpian

  • Up to CHF 50 investment fee credit

  • Customized portfolios

  • Unlimited access to wealth advisor

Learn more for free
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

Benefit now
Swiss Broker

Cornèrtrader

  • Transfer costs covered up to CHF 1000

  • Up to 40'000 financial instruments

  • Swiss online bank

Test now
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Expert Benjamin Manz
Benjamin Manz was an expert on banking and financial topics at moneyland.ch.

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