Prepaid card

Valiant Helvétique Investment Management

  • Fund mandate

General information:

Valiant Helvetique Asset Management: All investments are made in Switzerland or hedged against the Swiss franc. It is mainly investment funds - the corresponding costs (TER) are added.

Minimum investment amount:
CHF 100,000
Type of service:
Investment management
General costs:

Included in the all-in fee are asset management, custody fees, transaction costs within the mandate, quarterly statement of assets, Swiss tax register and annual portfolio review. When the asset management mandate is terminated, sales are not made within the flat-rate price; the ordinary price model is applied.

Product fees:

Product fees (TER) are not included.

Transaction fees:

Independent trading fees: not included.

Retrocessions:

Kickbacks will be refunded.

Taxes:

VAT and stamp duty are not included.

Minimal risk:

Not available.

Low risk:

Equities in portfolio: 25%. All-in fee: 1.15% of the investment amount up to CHF 2 million. Above CHF 2 million: 1.05% of the amount.

Limited risk:

Not available.

Balaned risk:

Equities in portfolio: 45%. All-in fee: 1.35% of the investment amount up to CHF 2 million. Above CHF 2 million: 1.25% of the amount.

Substantial risk:

Equities in portfolio: 65%. All-in fee: 1.4% of the investment amount up to CHF 2 million. Above CHF 2 million: 1.3% of the amount.

High risk:

Equities in portfolio: 90%. All-in fee: 1.55% of the investment amount up to CHF 2 million. Above CHF 2 million: 1.45% of the amount.

Individual requests:

Individual requests possible from CHF 1 Mio. Price on request.

Additional services:
Mobile access
Specialized asset types:
Equities, Investment funds, Bonds

Special offers for Moneyland users

Moneyland Special Offers

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Swiss digital bank

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  • CHF 75 welcome bonus with referral code LAND25.

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Special offers for Moneyland users

Moneyland Special Offers

Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

Amex promotion until April 6

Amex Platinum Card

  • 50% off the annual fee in the first year

  • Extra bonus: 75,000 instead of 45,000 Membership Rewards points

  • Further benefits: 10% discount on purchases in Gübelin boutiques & Up to CHF 160 Dining credit per year in over 600 GaultMillau restaurants

Swiss digital bank

Alpian

  • CHF 75 welcome bonus with referral code LAND25.

  • Favorable foreign exchange rates

  • Multi-currency account with Visa card (CHF, EUR, USD, GBP) 

Deal of the Day
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Swiss Trading Platform

Cornèrtrader Special Offer

Special offer: particularly favorable conditions for Moneyland users