finpension asset management

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finpension asset management

  • Digital wealth management

  • Sustainable investments

General information:

finpension is a Swiss financial services provider that offers both pension solutions and asset management. Among other things, finpension is the market leader in the area of 1e pension solutions. finpension invests primarily in low-cost ETFs. The Auto Select segment offers the Global, Switzerland and Sustainable strategies. In the Self Select segment, there are various strategies such as Climate Impact, Social Impact, Switzerland, Europe or Global that can be selected. A personal online consultation is possible. Withholding tax optimizations.

 

Minimum investment amount:
CHF 1
Type of service:
Investment management
General costs:

The percentage flat fee includes custody and management fees and amounts to 0.39% regardless of the investment amount. The flat fee is the same for all strategies. In addition, there are the costs of the funds used (TER). For the standard strategies Global, Switzerland and Sustainable, these are between 0.08% and 0.10%.
Special feature: finpension does not charge a surcharge for money exchange into other currencies. The tax list is free of charge.

Product fees:

Product fees (TER) are not included: 0.08-0.1%.

Transaction fees:

Transaction costs are included in the flat fee.

Retrocessions:

Products without kickbacks.

Taxes:

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

Minimal risk:

Possible.

Low risk:

Possible.

Limited risk:

Possible.

Balaned risk:

Possible.

Substantial risk:

Possible.

High risk:

Possible.

Individual requests:

It is not possible to buy individual titles, but various factors, including the choice of theme, can be selected.

Additional services:
Mobile access, Robo advisor
Specialized asset types:
Equities, Bonds, ETFs

Special offers for Moneyland users

Moneyland Special Offers

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  • Starting bonus: 50,000 miles with promo code “MM24GC50”

  • Only half the fee in the 1st year

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Amex Gold

  • Extra bonus until 11.11.: 40,000 instead of 15,000 Membership Rewards points

  • ½ annual fee in the first year

  • Up to CHF 100 credit per year for consumption in a restaurant or with a delivery service of your choice

Swiss digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

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

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 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 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

Gold subscription

Philoro Schweiz AG

  • Secure CHF 20 starting credit with the ML24 voucher

  • Invest in gold monthly from CHF 25

  • Withdrawable at any time or available as gold

Credit card promotion

Amex Platinum

  • Extra bonus until November 10: 75,000 instead of 45,000 Membership Rewards points

  • ½ annual fee in the first year

  • Comprehensive benefits

Special offers for Moneyland users

Moneyland Special Offers

Credit card promotion

SWISS Miles & More Gold

  • Starting bonus: 50,000 miles with promo code “MM24GC50”

  • Only half the fee in the 1st year

  • Gold card duo Visa & Amex

Credit card promotion

Amex Gold

  • Extra bonus until 11.11.: 40,000 instead of 15,000 Membership Rewards points

  • ½ annual fee in the first year

  • Up to CHF 100 credit per year for consumption in a restaurant or with a delivery service of your choice

Swiss digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

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

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 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 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

Gold subscription

Philoro Schweiz AG

  • Secure CHF 20 starting credit with the ML24 voucher

  • Invest in gold monthly from CHF 25

  • Withdrawable at any time or available as gold

Credit card promotion

Amex Platinum

  • Extra bonus until November 10: 75,000 instead of 45,000 Membership Rewards points

  • ½ annual fee in the first year

  • Comprehensive benefits

Deal of the Day
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Credit card promotion

SWISS Miles & More Gold

Starting bonus: 50,000 miles with promo code “MM24GC50”