Sparkasse Schwyz ETF Mandate

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Private Banking

Sparkasse Schwyz ETF Mandate

  • ETF mandate

  • From CHF 50,000

  • Direct contact via moneyland.ch

  • Free tax directory
General information:

Suitable for clients who wish to delegate the management of their investments to the bank. Implementation exclusively with ETF. Available in CHF, USD, EUR.

Minimum investment amount:
CHF 50,000
Type of service:
Investment management
General costs:

The all-in fee includes investment management fees, asset management fees, account management fees, portfolio monitoring, portfolio optimization, custody fees, transaction fees and Swiss tax reports.

Product fees:

Product fees are not included.

Transaction fees:

Independent trading fees: not possible.

Retrocessions:

Products with kickbacks.

Taxes:

VAT and stamp duty are not included.

Minimal risk:

Equities in portfolio: 0%. All-in fee depending on investment amount: 0.45% - 0.3% per year.

Low risk:

Equities in portfolio: 0-25%. All-in fee depending on investment amount: 0.7% - 0.55% per year.

Limited risk:

Equities in portfolio: 10-60%. All-in fee depending on investment amount: 0.75% - 0.6% per year.

Balaned risk:

Equities in portfolio: 10-60%. All-in fee depending on investment amount: 0.75% - 0.6% per year.

Substantial risk:

Equities in portfolio: 20-80%. All-in fee depending on investment amount: 0.75% - 0.6% per year.

High risk:

Equities in portfolio: 30-100%. All-in fee depending on investment amount: 0.75% - 0.6% per year.

Individual requests:

Individual investment requests are not possible.

Additional services:
Mobile access
Specialized asset types:
Equities, Investment funds, Bonds

Special offers for Moneyland users

Moneyland Special Offers

Up to CHF 550 Benefit

Amex Gold & Alpian Account

  • 50% off the annual fee in first year

  • 45'000 bonus points (instead of 15'000)

  • CHF 75 Moneyland-Bonus (Code LAND25) + CHF 50 Alpian bonus

Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Amex promotion until April 6

Amex Platinum Card

  • 50% off the annual fee in the first year

  • Extra bonus: 75,000 instead of 45,000 Membership Rewards points

  • Further benefits: 10% discount on purchases in Gübelin boutiques & Up to CHF 160 Dining credit per year in over 600 GaultMillau restaurants

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

Special offers for Moneyland users

Moneyland Special Offers

Up to CHF 550 Benefit

Amex Gold & Alpian Account

  • 50% off the annual fee in first year

  • 45'000 bonus points (instead of 15'000)

  • CHF 75 Moneyland-Bonus (Code LAND25) + CHF 50 Alpian bonus

Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Amex promotion until April 6

Amex Platinum Card

  • 50% off the annual fee in the first year

  • Extra bonus: 75,000 instead of 45,000 Membership Rewards points

  • Further benefits: 10% discount on purchases in Gübelin boutiques & Up to CHF 160 Dining credit per year in over 600 GaultMillau restaurants

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

Deal of the Day
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Up to CHF 550 Benefit

Amex Gold & Alpian Account

50% off the annual fee in first year