Prepaid card

ZKB Investment Advisory Expert

  • Premium investment advice

General information:

Suitable for people who make their own investment decisions and would like to be supported/advised by the bank. Reference currency CHF. ZKB tax report included.

Minimum investment amount:
CHF 2,000,000
Type of service:
Investment advisory
General costs:

The all-in fee includes investment advisory fees, custody fees, transaction and reporting fees, tax reports. The all-in fee excludes product fees and taxes (VAT, stamp duty). Minimum fee of CHF 26000 per year.

Product fees:

Product fees are not included.

Transaction fees:

Independent trading fees: included.

Retrocessions:

Products without kickbacks.

Taxes:

VAT and stamp duty are not included.

Minimal risk:

Not available.

Low risk:

Strategy «Relax».

Limited risk:

Strategy «Select».

Balaned risk:

Strategy «Balance».

Substantial risk:

Strategy «Ambition».

High risk:

Strategy «Focus».

Individual requests:

Available.

Additional services:
Real-time quotes
Specialized asset types:
Equities, Investment funds, Bonds

Special offers for Moneyland users

Moneyland Special Offers

Swiss private banking expertise

Personal wealth management

  • Up to CHF 100 welcome bonus

  • Free and convenient video call

  • An investment strategy tailored to your goals

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

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)

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

Special offers for Moneyland users

Moneyland Special Offers

Swiss private banking expertise

Personal wealth management

  • Up to CHF 100 welcome bonus

  • Free and convenient video call

  • An investment strategy tailored to your goals

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

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)

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

Deal of the Day
×
Swiss private banking expertise

Personal wealth management

Up to CHF 100 welcome bonus