Suitable for people who want to delegate their investment decisions to the bank. In addition to the Focus Switzerland mandate, mandates with an international focus and sustainable mandates are also offered.
The fat fee becomes smaller the larger the invested amount is.
Up to CHF 250,000: fees of 0.75% per year.
From CHF 250,000: fees of 0.7% per year.
From CHF 500,000: fees of 0.65% per year.
From CHF 1 million: fees of 0.6% per year.
Included in the flat fee are custody account management, asset management, brokerage fees and tax statements. Not included are product costs, VAT, third-party commissions, third-party charges and stamp duty.
Product fees are not included.
Transaction costs are included in the flat fee.
Products without kickbacks.
Stamp taxes and VAT are not included in the flat-rate fee.
A number of strategies are available.
A number of strategies are available.
A number of strategies are available.
A number of strategies are available.
A number of strategies are available.
A number of strategies are available.
Individual investment requests are not possible.
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