- BenutzernameMoneyland User Questions
- Status Member
- Registriert seit1/27/17
- Beiträge2142
What are the key differences between the services offered by financial advisors and those offered by wealth managers?
Here you will find the right answers
The moneyland.ch forum lets you exchange knowledge on numerous topics related to money and get answers to your questions at any time. Join forum users and experts in discussions relating to banking, investment, insurance, retirement, telecom and everyday money topics.
Show categories
What are the key differences between the services offered by financial advisors and those offered by wealth managers?
Hi there,
A financial advisor simply offers advice on how to invest your wealth while you make final investment decisions. A wealth manager actually invests your asset on your behalf and has full power over investment decisions.
Best regards from Moneyguru
More on this topic:
Choosing the right asset manager
Wealth management costs explained
Private banking service comparison
Asset manager comparison
Cheap bank accounts with card
Cheap bank accounts with card
Bank WIR Bankpaket Top
Free account & card
No exchange fees for foreign payments (interbank exchange rates)
24 ATM withdrawals worldwide per year free of charge
Radicant
High interest on your everyday account
Best exchange rates
Up to 1% of card spending as saveback in the investment portfolio
Yuh
No account fees
Banking partner: Swissquote & Postfinance
CHF 20 trading credit with code «YUHMONEYLAND»
Alpian
CHF 100 welcome bonus
Favorable foreign exchange rates
Multi-currency account with Visa card (CHF, EUR, USD, GBP)
UBS key4
50 KeyClub points as a welcome gift
Online private account with debit card
Bank WIR Bankpaket Top
Free account & card