PostFinance E-Investment Management

Digital wealth management
Direct opening possible

Open now

General information:

This service is suitable for people who wish to delegate their investment decisions to the bank. The investment experts put together the portfolio according to the individually selected investment strategy. In addition to the investment focus on Switzerland, mandates with a global and sustainable orientation are also offered. These are implemented using collective investments and ETF.

Minimum investment amount:

CHF 5000

Type of service:

Investment management

General costs:

The lump-sum fee decreases with the amount invested (no minimum fee).
Up to CHF 250,000: fees of 0.75% per year.
From CHF 250,000: fees of 0.70% per year.
From CHF 500,000: fees of 0.65% per year.
From CHF 1 million: fees of 0.60% per year.
Included in the flat fee are custody account management, asset management, brokerage fees, portfolio monitoring, portfolio optimization, quarterly statement of assets and tax register.
Product costs, VAT, third-party commissions, third-party expenses and stamp duty are not included.

Product fees:

Product fees are not included.

Transaction fees:

Transaction costs are included in the flat fee.

Retrocessions:

Products without kickbacks.

Taxes:

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

Minimal risk:

Interest income strategy: equity component 5-25%.

Low risk:

Income strategy: Equity share 20-40%.