Valiant Investment Advice Sélect

Investment advice

General information:

Valiant Sélect: Suitable for people who make their own investment decisions and would like to be supported/advised by the bank. Implementation with individual investments and investment funds.

Minimum investment amount:

CHF 100,000

Type of service:

Investment advisory

General costs:

Included in the offered price are investment advice, portfolio monitoring, portfolio optimization, custody fees, Swiss tax directory. Brokerage fees and issue commissions are charged at a 50% reduction on the standard rates.

Product fees:

Product fees (TER) are not included.

Transaction fees:

Independent trading possible.

Retrocessions:

Kickbacks will be refunded.

Taxes:

VAT and stamp duty are not included.

Minimal risk:

Strategy to keep value: 0% in equities. All-in fee: 0.45% from CHF 0.10 million; 0.4% from 0.25 million; 0.35% from CHF 1 million. Minimum fee of CHF 250.

Low risk:

Conservative strategy: 25% (equities, convertible bonds, commodities), 70% (bonds, real estate funds, liquidity), 5% liquidity. All-in fee: 0.5% from CHF 0.10 million; 0.45% from 0.25 million; 0.4% from CHF 1 million. Minimum fee of CHF 250.

Limited risk:

Not available.

Balaned risk:

Strategy Balanced: 45% (equities, convertible bonds, commodities), 50% (bonds, real estate funds, liquidity), 5% liquidity. All-in fee: 0.55% from CHF 0.10 million; 0.5% from 0.25 million; 0.45% from CHF 1 million. Minimum fee of CHF 250.

Substantial risk:

Strategy Dynamic: 65% (equities, convertible bonds, commodities), 30% (bonds, real estate funds, liquidity), 5% liquidity. All-in fee: 0.6% from CHF 0.10 million; 0.55% from 0.25 million; 0.5% from CHF 1 million. Minimum fee of CHF 250.

High risk:

Strategy focused on capital growth: 95% (equities, convertible bonds, commodities), 5% liquidity. All-in fee: 0.65% from CHF 0.10 million; 0.6% from 0.25 million; 0.55% from CHF 1 million. Minimum fee of CHF 250.

Individual requests:

Individual requests possible.

Additional services:

Mobile access

Specialized asset types:

Equities, Investment funds, Bonds