BLKB Investment Advice TRIO

Free quote

Private Accounts

BLKB Investment Advice TRIO

  • Investment advice

  • Direct contact via moneyland.ch

  • Notice period 6 months

General information:

Suitable for people who make their own investment decisions and would like to be advised by the bank, as well as regular monitoring. Any number of consultations as required.

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

Custody fees: Up to and including CHF 500,000 1%, CHF 500,000-1,000,000 0.95%, CHF 1,000,000-5,000,000 0.9%, from CHF 5,000,000 on request (minimum CHF 2000 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:

Transaction costs are included in the flat fee.

Retrocessions:

Repayment of any retrocessions.

Taxes:

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

Minimal risk:

Custody fees apply.

Low risk:

Custody fees apply.

Limited risk:

Custody fees apply.

Balaned risk:

Custody fees apply.

Substantial risk:

Custody fees apply.

High risk:

Custody 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

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

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

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 digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

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

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

Special offers for Moneyland users

Moneyland Special Offers

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

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

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 digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

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

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

Deal of the Day
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Free bank account

Yuh

No account fees