Financial Plan

A financial plan is an integral part of financial planning. A financial plan lays out the financial strategy of an individual based on their financial situation.

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Swiss asset management service comparison

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Trading platforms

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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

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Swiss Trading Platform

Cornèrtrader Special Offer

Special offer: particularly favorable conditions for Moneyland users

Wealth managers in comparison

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Expert Benjamin Manz
Benjamin Manz is CEO of moneyland.ch and an independent expert on banking and finance.