Guided by Alpian
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Guided by Alpian
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Investment advice
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Direct opening possible
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Unlimited access to wealth advisor
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.
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 (TER) are not included.
Transaction costs are included in the flat fee.
Repayment of any retrocessions.
Stamp taxes are not included in the flat-rate fee.
A number of strategies are available.
A number of strategies are available.
A number of strategies are available.
A number of strategies are available.
A number of strategies are available.
A number of strategies are available.
Individual requests are possible.
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Moneyland Special Offers
Moneyland Special Offers
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
Cornèrtrader Special Offer
Special offer: particularly favorable conditions for Moneyland users
No custody account fees for shares
Swiss online bank with FINMA license
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
Yuh
No account fees
Banking partner: Swissquote & Postfinance
CHF 20 trading credit with code «YUHMONEYLAND»
Amex Gold & Alpian Account
50% off the annual fee in first year