Asset Management Agreement

In signing an asset management agreement, a client gives a service provider the responsibility of managing their assets in a pre-defined way, as specified in the contract.

A difference is made between a special asset management agreement and a standard asset management agreement.

The client lays out their investment policies in a special asset management agreement.

In a general asset management agreement, the asset manager is authorized to make investment decisions without having to consult with the client every time.

Private banking compared

Expert Benjamin Manz
Benjamin Manz is CEO of moneyland.ch and an independent expert on banking and finance.
Online trading brokers in comparison

Find the cheapest online broker now

Compare now
Trading platforms

Brokers with low fees

Swiss Broker

Saxo Bank Switzerland

  • Licensed Swiss bank (FINMA)

  • No custody fees when securities lending is activated

  • Free expert research and trading signals

Request a personal contact
Swiss Broker

Cornèrtrader

  • Swiss online bank

  • No custody fees for stocks

  • Free market research and trading signals

Get a free quote now
Wealth managers in comparison

Find the most favorable wealth management now

Compare now for free
Request now without obligation

Choice of digital asset managers

Robo advisor

True Wealth

  • BLKB as partner and custody bank

  • Flat fee: 0.5% - 0.25%

  • Free test account

Test now
Robo Advisor

Clevercircles

  • Digital asset manager

  • An offer from the bank CIC

  • Free test account

Get a free trial now
Digital asset management

Selma

  • Digital financial assistant

  • Free investment plan

  • Free test account

Open now
Request now without obligation

Swiss wealth managers

Digital Private Banking

Managed by Alpian

  • Unlimited access to wealth advisor

  • No additional bank account charges

  • Customized portfolios

Learn more for free
Robo advisor

Bank CIC cleverinvest

  • Digital asset manager

  • Flat fee of 0.5%

  • Already from CHF 1000

Open now
Online wealth management

PostFinance E-Investment Management

  • Digital wealth management

  • From CHF 5000

  • Direct opening possible

Open now

Information

About moneyland.ch

 

moneyland.ch is Switzerland’s independent online comparison service covering banking, insurance and telecom. More than 100 unbiased comparison tools and calculators are available on moneyland.ch, along with useful financial guides and timely news. The comprehensive comparison tools help you to find the right insurance policies, bank accounts, credit and prepaid cards, loans, mortgages, trading accounts and telecom products for your needs. The guarantee of independence applies.

Compare Asset Management Services

Company
Users
Banks & Telecom
Insurance & Pensions
SSL
Swiss Made Logo

moneyland.ch is Switzerland’s independent online comparison service covering banking, insurance and telecom. Contact us