Selma Digital Asset Management

Digital asset management
Digital financial assistant
Free investment plan

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General information:

For people who want to delegate their investment decisions to the bank. Implementation exclusively with ETF. Investment plans are also available for pillar 3a.

Minimum investment amount:

CHF 2000

Type of service:

Investment management

General costs:

Flat fee becomes smaller the larger the invested amount is.
Up to CHF 50,000: fees of 0.68% per year.
From CHF 50,000: fees of 0.55% per year.
From CHF 150,000: fees of 0.47% per year.
From CHF 500,000: fees of 0.42% per year.
From CHF 5 million: fees on request.

Included in the flat fee are service fee, account and custody account management, brokerage, tax statements, VAT, portfolio monitoring and portfolio optimization.

Not included are product costs, third-party commissions, third-party charges and stamp duty.

Product fees:

Product fees (TER, on average 0.22%) are not included.

Transaction fees:

Transaction costs are included in the flat fee.

Retrocessions:

Only retrocession-free products are used.

Taxes:

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

Minimal risk: