BLKB Investment Advice DUO

Free quote

Private Accounts

BLKB Investment Advice DUO

  • Investment advice

  • Direct contact via moneyland.ch

General information:

Suitable for people who make their own investment decisions and would like to be supported and advised by the bank. Two consultations per calendar year.

Minimum investment amount:
No minimum amount
Type of service:
Investment advisory
General costs:

Custody fees: Up to CHF 500,000 0.6%, CHF 500,000-1,000,000 0.55%, CHF 1,000,000-5,000,000 0.5%, from CHF 5,000,000 on request (minimum CHF 480 per year). Surcharge for securities domiciled abroad: 0.12%.
Custody fees for BLKB products: 0.1%. If the management of a deposit requires special effort, the fee may be increased.

Product fees:

Product fees are not included.

Transaction fees:

Independent trading fees: not included.

Retrocessions:

Repayment of any retrocessions.

Taxes:

Stamp taxes and VAT are not included in the flat-rate fee.

Minimal risk:

No all-in fee, but custody and transaction fees apply.

Low risk:

No all-in fee, but custody and transaction fees apply.

Limited risk:

No all-in fee, but custody and transaction fees apply.

Balaned risk:

No all-in fee, but custody and transaction fees apply.

Substantial risk:

No all-in fee, but custody and transaction fees apply.

High risk:

No all-in fee, but custody and transaction fees apply.

Individual requests:

Individual investment requests are possible.

Additional services:
Mobile access, Research
Specialized asset types:
Equities, Investment funds, Bonds

Special offers for Moneyland users

Moneyland Special Offers

Funds

Allianz Fund Investments

  • Special offer with CHF 200 welcome bonus

  • No prior knowledge necessary: Advice from experts

  • One of the 10 largest asset managers worldwide

Swiss Broker

Saxo Bank Special Offer

  • Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days

  • Licensed Swiss bank (FINMA)

  • Free expert research and trading signals

Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Swiss digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

  • Multi-currency account with Visa card (CHF, EUR, USD, GBP) 

Special offers for Moneyland users

Moneyland Special Offers

Funds

Allianz Fund Investments

  • Special offer with CHF 200 welcome bonus

  • No prior knowledge necessary: Advice from experts

  • One of the 10 largest asset managers worldwide

Swiss Broker

Saxo Bank Special Offer

  • Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days

  • Licensed Swiss bank (FINMA)

  • Free expert research and trading signals

Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Swiss digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

  • Multi-currency account with Visa card (CHF, EUR, USD, GBP) 

Deal of the Day
×
Funds

Allianz Fund Investments

Special offer with CHF 200 welcome bonus