Avantage Service Best of Swiss Economy

Wealth management
Direct opening possible
Swiss investments

Free quote

General information:

With a management mandate, clients delegate the management of their assets to the investment experts at the Cantonal Bank of Geneva BCGE. The active investment strategy takes into account the client's risk tolerance and needs. The investment experts at Geneva Cantonal Bank are available to clients for the entire duration of the mandate.

The Best of Swiss Economy mandate is available from CHF 100,000. It pursues a dynamic strategy and invests primarily in Swiss assets.

In addition, there is a monthly newsletter on market developments, asset allocation and the performance of the mandate, as well as a quarterly personalised performance report on asset allocation and currency allocation.

Additional benefits («Best of»): Annual meeting with your advisor, interest rate reduction for Lombard loans, invitations to special events, Avantageservice loyalty program with an additional savings interest rate of +0.5%.

Minimum investment amount:

CHF 100,000

Type of service:

Investment management

General costs:

The flat fee includes the following services and fees:
- Fees for account management and securities account
- Transaction costs
- Fees for the preparation of tax statements
- Quarterly statement of performance

The flat fee is a sliding scale. The flat fee is the same for all strategies. Invoices are issued quarterly.

CHF 100,000 up to and including CHF 500,000: 1.5%.
From CHF 500,001 up to and including CHF 750,000: 1.4%.
From CHF 750,001 up to and including CHF 1 million: 1.3%.
From CHF 1,000,001 up to and including CHF 5 million: 1.2%.
From CHF 5,000,001: 1.0%.

Product fees:

Product fees (TER) are not included.

Transaction fees:

Transaction costs are included in the flat fee.

Retrocessions:

Products without kickbacks.

Taxes:

Stamp duty and VAT are included.

Minimal risk:

Not possible.

Low risk:

Not possible.

Limited risk:

Not possible.

Balaned risk:

Not possible.

Substantial risk:

Investment objective: to achieve capital gains while maintaining a portion invested in bonds and real estate with an overweight in Swiss assets (Equities: 66%, Bonds: 20%, Real estate: 10%, Cash: 4%).

High risk:

Not possible.

Individual requests:

Individual requests are possible. A customized mandate is drawn up on the basis of specific guidelines and/or restrictions defined by the client.

Additional services:

Specialized asset types:

Equities, Investment funds, Bonds