Prices and conditions
Good news!
Preferential terms with partner banks
for instance: the safekeeping account fee is a maximum of CHF 100.00 per year!
Client assets to CHF 500,000
|
Bonds (Bridport/OTC) min. CHF 50 max. CHF 1,200
|
0.3%
|
|
Brokerage, SWX und Virt-X
|
0.5%
|
|
Brokerage, others*
|
0.7%
|
|
Safekeeping account fee, min. CHF 40 and max. CHF 100
|
0.1%
|
|
SRO file fee
|
CHF 25
|
|
Management fee
|
0.6%
|
Client assets from CHF 500,000 to CHF 1 million
|
Bonds (Bridport/OTC) min. CHF 50 max. CHF 1,200
|
0.3%
|
|
Brokerage, SWX and Virt-X
|
0.4%
|
|
Brokerage, others* max. CHF 650
|
0.5%
|
|
Safekeeping account fee, min. CHF 40 and max. CHF 100
|
0.1%
|
|
SRO file fee
|
CHF 25
|
|
Management fee
|
0.5%
|
Client assets from CHF 1 million - Standard
|
Bonds (Bridport/OTC) min. CHF 50 max. CHF 1,200
|
0.3%
|
|
Brokerage, SWX and Virt-X
|
175
|
|
Brokerage, others*
|
200
|
|
Safekeeping account fee, min. CHF 40 and max. CHF 100
|
0.1%
|
|
SRO file fee
|
CHF 25
|
|
Management fee
|
0.5%
|
Client assets from CHF 1 million - Performance
|
Bonds (Bridport/OTC) min. CHF 50 max. CHF 1,200
|
0.3%
|
|
Brokerage, SWX and Virt-X
|
175
|
|
Brokerage, others*
|
200
|
|
Safekeeping account fee, min. CHF 40 and max. CHF 100
|
0.1%
|
|
SRO file fee
|
CHF 25
|
|
Management fee
|
0.1%
|
|
Performance fee
|
10%
|
*Berne, US, Germany, Euronext, Canada, Vienna, Milan, London, Scandinavian markets, other markets on request
Personal offer
If you wish to keep the management of your assets in your own hands, but would like to consult me as an independent discussion partner and advisor, please request an offer tailored to your individual circumstances.