Managed by Alpian
Get a free consultation nowManaged by Alpian
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Wealth management
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Direct opening possible
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Unlimited access to wealth advisor
- No additional bank account charges
For people who want to delegate their investment decisions to the bank. Implementation exclusively with ETF.
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 investment requests are not possible.
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