Wealth Management

The term wealth management refers to a combination of several different services provided by the banking sector.

In a broad sense of the term, wealth management reaches far beyond basic financial consulting or asset management and incorporates many more services including tax consultation, insurance and real estate solutions, retirement planning and estate planning.

In many cases, clients place control of their entire fortune into the hands of their wealth manager. The term “wealth management” is not as widely used among private wealth managers as it is by banks, but in both circles it denotes the same suite of services.

More information:
Private banking
Wealth management services explained

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

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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

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Swiss Broker

Cornèrtrader

  • Transfer costs covered up to CHF 1000

  • Up to 40'000 financial instruments

  • Swiss online bank

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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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Swiss Trading Platform

Swissquote

Leading Swiss online bank with FINMA license

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Swiss Asset Management Offers

Online wealth management

PostFinance E-Investment Management

  • Digital wealth management

  • From CHF 5000

  • Direct opening possible

Open 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
Robo Advisor

Findependent

  • Up to CHF 2000 free of charge

  • Low-cost ETF

  • Sustainable investments

Profit now
Investing & Retirement

Investing & retirement offers

Swiss Broker

Cornèrtrader

  • Transfer costs covered up to CHF 1000

  • Up to 40'000 financial instruments

  • Swiss online bank

Test 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
Online wealth management

PostFinance E-Investment Management

  • Digital wealth management

  • From CHF 5000

  • Direct opening possible

Open now
Robo Advisor

Findependent

  • Up to CHF 2000 free of charge

  • Low-cost ETF

  • Sustainable investments

Profit now
Investing & Retirement

Investing & retirement offers

Swiss Broker

Cornèrtrader

  • Transfer costs covered up to CHF 1000

  • Up to 40'000 financial instruments

  • Swiss online bank

Test 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
Online wealth management

PostFinance E-Investment Management

  • Digital wealth management

  • From CHF 5000

  • Direct opening possible

Open now
Robo Advisor

Findependent

  • Up to CHF 2000 free of charge

  • Low-cost ETF

  • Sustainable investments

Profit now
Find out more

Current Offers

Free credit card

PKZ Insider Card Visa

  • Welcome Bonus of CHF 100

  • No annual fees forever

  • Double bonus with PKZ and up to 1% worldwide

Learn more now
Free credit card

Swisscard Cashback Cards Amex

  • No annual fees

  • Two cards Amex & Visa/Mastercard

  • With cash back

Learn more now
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
Free Manor World Mastercard

Manor World Mastercard®

  • Pay worldwide and collect points (even earn double points at Manor)

  • Free extended warranty, travel and purchase insurance

  • 20% welcome discount + 10x points on your first purchase

Learn more now
Online private account

UBS Banking for adults

  • Open and manage your account, savings account, and cards easily in the UBS Mobile Banking App

  • Plus KeyClub rewards program

  • 50 CHF welcome gift

Learn more
Life Insurance

Generali

  • CHF 100.- Migros voucher upon conclusion

  • Death coverage

  • Premium guarantee: No increase

Get a free quote now
Find out more

Current Offers

Free credit card

PKZ Insider Card Visa

  • Welcome Bonus of CHF 100

  • No annual fees forever

  • Double bonus with PKZ and up to 1% worldwide

Learn more now
Free credit card

Swisscard Cashback Cards Amex

  • No annual fees

  • Two cards Amex & Visa/Mastercard

  • With cash back

Learn more now
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
Free Manor World Mastercard

Manor World Mastercard®

  • Pay worldwide and collect points (even earn double points at Manor)

  • Free extended warranty, travel and purchase insurance

  • 20% welcome discount + 10x points on your first purchase

Learn more now
Online private account

UBS Banking for adults

  • Open and manage your account, savings account, and cards easily in the UBS Mobile Banking App

  • Plus KeyClub rewards program

  • 50 CHF welcome gift

Learn more
Life Insurance

Generali

  • CHF 100.- Migros voucher upon conclusion

  • Death coverage

  • Premium guarantee: No increase

Get a free quote now
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Wealth managers in comparison

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