Asset Management

Asset management is a service in which assets are managed by a person or entity on behalf of another person or entity. In this process, a customer commissions a bank or an independent wealth manager to manage and invest their wealth for them.

The service provider takes the customer’s investment choices into consideration, but the customer has no influence on individual investment decisions. Responsibility for investments falls on the wealth management service, and not on the customer (as is the case in wealth consulting).

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Expert Benjamin Manz
Benjamin Manz is CEO of moneyland.ch and an independent expert on banking and finance.
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Choice of digital asset managers

Robo Advisor

Findependent

  • Up to CHF 2000 free of charge

  • Low-cost ETF

  • Sustainable investments

Digital Private Banking

Managed by Alpian

  • Unlimited access to wealth advisor

  • No additional bank account charges

  • Customized portfolios

Digital asset management

Selma

  • Digital financial assistant

  • Free investment plan

  • Free test account

Robo advisor

True Wealth

  • Free test account

  • Flat fee: 0.5% - 0.25%

  • Inexpensive ETF

Robo advisor

Bank CIC cleverinvest

  • Digital asset manager

  • Flat fee of 0.5%

  • Already from CHF 1000

Request now without obligation

Choice of digital asset managers

Robo Advisor

Findependent

  • Up to CHF 2000 free of charge

  • Low-cost ETF

  • Sustainable investments

Digital Private Banking

Managed by Alpian

  • Unlimited access to wealth advisor

  • No additional bank account charges

  • Customized portfolios

Digital asset management

Selma

  • Digital financial assistant

  • Free investment plan

  • Free test account

Robo advisor

True Wealth

  • Free test account

  • Flat fee: 0.5% - 0.25%

  • Inexpensive ETF

Robo advisor

Bank CIC cleverinvest

  • Digital asset manager

  • Flat fee of 0.5%

  • Already from CHF 1000

Request now without obligation

Swiss wealth managers

Digital Private Banking

Managed by Alpian

  • Unlimited access to wealth advisor

  • No additional bank account charges

  • Customized portfolios

Robo advisor

Bank CIC cleverinvest

  • Digital asset manager

  • Flat fee of 0.5%

  • Already from CHF 1000

Online wealth management

PostFinance E-Investment Management

  • Digital wealth management

  • From CHF 5000

  • Direct opening possible