Bank Cler Investment Management

In addition to the Focus Switzerland mandate, mandates with an international focus and sustainable mandates are also offered. Further solutions are a rule-based mandate as well as «Focus Dividends Switzerland».

Flat fee: Up to CHF 1 million: 1.2% of the investment amount. From CHF 1 million: 1.1% of the investment amount. Minimum fees for all risk categories: CHF 1000 per year. Asset management clients are exempt from the fees incurred for tax statements, account management and postage. Not included in the flat fee are non-banking fees, product costs and fiscal charges such as stamp duties and cantonal fees, stock exchange duties, VAT. 

Product fees are not included.

Independent trading fees: not possible.

Kickbacks will be refunded.

VAT and stamp duty are not included.

Strategy Bonds: Liquidity 5%, bonds 85%, equities 0%, non-traditional investments 10%. 
Strategy Bonds sustainable: Not available.

Strategy Income: 5% liquidity, 60% bonds, 20% equities, 15% non-traditional investments.
Strategy Income sustainable: 5% liquidity, 60% bonds, 25% equities, 10% non-traditional investments.

Not available.

Balanced strategy: 5% liquidity, 35% bonds, 45% equities, 15% non-traditional investments.
Balanced strategy sustainable: 5% liquidity, 35% bonds, 50% equities, 10% non-traditional investments.

Growth strategy: 5% liquidity, 10% bonds, 70% equities, 15% non-traditional investments.
Growth strategy sustainable: 5% liquidity, 10% bonds, 75% equities, 10% non-traditional investments.

Equity strategy: 5% liquidity, 80% equities, 15% non-traditional investments.
Equity strategy sustainable: 5% liquidity, 85% equities, 10% non-traditional investments.

For individual client requests: additional fee of 0.15% (under CHF 1 million) or 0.1% from CHF 1 million.