Minimum wealth to qualify for asset maangement

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  • BenutzernameMoneyland User Questions
  • Status Member
  • Registriert seit1/27/17
  • Beiträge2142

How much money do I need to own in order to qualify for an asset management service?

 
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  • BenutzernameMoneyguru von moneyland.ch
  • OrtSchweiz
  • Status Expert
  • Registriert seit8/4/15
  • Beiträge4072

Hi there,

Minimum capital requirements vary between asset managers. As a general rule, the more established and reputable an asset management service is, the higher the minimum capital requirements. Most private banks and family offices have relatively high capital requirements.

In recent years, an increasing number of asset management services targeting average investors have emerged. Some robo advisor (automated asset management) services accept clients with less than CHF 10,000 of capital.

Go to the unbiased private banking comparison now.

You can find useful information on the topic of asset management in the following articles:
Wealth Management Services Explained
Robo Advisors: Digital Asset Managers
Wealth Management: Costs to Consider
Choosing the Right Asset Manager

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  • No exchange fees for foreign payments (interbank exchange rates)

  • 24 ATM withdrawals worldwide per year free of charge

Swiss digital bank

Radicant

  • High interest on your everyday account

  • Best exchange rates

  • Up to 1% of card spending as saveback in the investment portfolio

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

Swiss digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

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

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UBS key4

  • 50 KeyClub points as a welcome gift

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