Sparkasse Schwyz Individual Mandate

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Private Banking

Sparkasse Schwyz Individual Mandate

  • Mandate with individual titles

  • Direct contact via moneyland.ch

General information:

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

Minimum investment amount:
CHF 250,000
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: 0.95% - 0.8% per year.

Limited risk:

Equities in portfolio: 10-60%. All-in fee depending on investment amount: 1.05% - 0.9% per year.

Balaned risk:

Equities in portfolio: 10-60%. All-in fee depending on investment amount: 1.05% - 0.9% per year.

Substantial risk:

Equities in portfolio: 20-80%. All-in fee depending on investment amount: 1.15% - 1% per year.

High risk:

Equities in portfolio: 30-100%. All-in fee depending on investment amount: 1.25% - 1.1% per year.

Individual requests:

Individual investment requests are possible.

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

Special offers for Moneyland users

Moneyland Special Offers

Swiss digital bank

Alpian Savings Account

  • Up to 1% interest if you open your account before March 31, 2025*

  • Any number of withdrawals possible without any withdrawal limits or notice periods

  • Monthly interest crediting

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

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

Swiss digital bank

Alpian

  • CHF 75 welcome bonus with referral code LAND25.

  • Favorable foreign exchange rates

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

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

Special offers for Moneyland users

Moneyland Special Offers

Swiss digital bank

Alpian Savings Account

  • Up to 1% interest if you open your account before March 31, 2025*

  • Any number of withdrawals possible without any withdrawal limits or notice periods

  • Monthly interest crediting

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

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

Swiss digital bank

Alpian

  • CHF 75 welcome bonus with referral code LAND25.

  • Favorable foreign exchange rates

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

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

Deal of the Day
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Swiss digital bank

Alpian Savings Account

Up to 1% interest if you open your account before March 31, 2025*