Guided by Alpian

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Guided by Alpian

  • Investment advice

  • Direct opening possible

  • Unlimited access to wealth advisor

General information:

Suitable for people who make their own investment decisions and would like to be supported/advised by the bank.

Advantages:

  • Investors with Alpian are exempt from bank charges.
  • Each portfolio is tailored to the client's needs and preferences.
  • Unlimited access to the Wealth Advisor.
  • Real-time access to the portfolio and monthly comments from the CIO.
Minimum investment amount:
CHF 10,000
Type of service:
Investment advisory
General costs:

Flat rate 0.75% per year. 
Included in the flat fee are custody account management, asset management, brokerage fees, incoming and outgoing payments, consulting, portfolio monitoring, portfolio optimization, bank account (CHF, EUR or GBP) and VAT.

Product fees:

Product fees (TER) are not included.

Transaction fees:

Transaction costs are included in the flat fee.

Retrocessions:

Repayment of any retrocessions.

Taxes:

Stamp taxes are not included in the flat-rate fee.

Minimal risk:

A number of strategies are available.

Low risk:

A number of strategies are available.

Limited risk:

A number of strategies are available.

Balaned risk:

A number of strategies are available.

Substantial risk:

A number of strategies are available.

High risk:

A number of strategies are available.

Individual requests:

Individual requests are possible. 

Additional services:
Mobile access, Real-time quotes, Research
Specialized asset types:
Equities, Investment funds, Bonds, Currencies, Precious metals, Money market, Real estate, Crypto currencies, Commodities

More products


Special offers for Moneyland users

Moneyland Special Offers

Up to CHF 550 Benefit

Amex Gold & Alpian Account

  • 50% off the annual fee in first year

  • 45'000 bonus points (instead of 15'000)

  • CHF 75 Moneyland-Bonus (Code LAND25) + CHF 50 Alpian bonus

Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Amex promotion until April 6

Amex Platinum Card

  • 50% off the annual fee in the first year

  • Extra bonus: 75,000 instead of 45,000 Membership Rewards points

  • Further benefits: 10% discount on purchases in Gübelin boutiques & Up to CHF 160 Dining credit per year in over 600 GaultMillau restaurants

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

Special offers for Moneyland users

Moneyland Special Offers

Up to CHF 550 Benefit

Amex Gold & Alpian Account

  • 50% off the annual fee in first year

  • 45'000 bonus points (instead of 15'000)

  • CHF 75 Moneyland-Bonus (Code LAND25) + CHF 50 Alpian bonus

Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Amex promotion until April 6

Amex Platinum Card

  • 50% off the annual fee in the first year

  • Extra bonus: 75,000 instead of 45,000 Membership Rewards points

  • Further benefits: 10% discount on purchases in Gübelin boutiques & Up to CHF 160 Dining credit per year in over 600 GaultMillau restaurants

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

Deal of the Day
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Up to CHF 550 Benefit

Amex Gold & Alpian Account

50% off the annual fee in first year