Valiant Investment Advice Sélect

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.

Included in the offered price are investment advice, portfolio monitoring, portfolio optimization, custody fees, Swiss tax directory. 50% discount on brokerage fees and fund commissions, including minimum fees.

Product fees (TER) are not included.

Independent trading possible.

Kickbacks will be refunded.

VAT and stamp duty are not included.

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

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

Not available.

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

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

Strategy focused on capital growth: 95% (equities, convertible bonds, commodities), 5% liquidity. 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 possible.