Valiant Professionell

Valiant Professionell: Investment advice, frequent exchanges with advisor possible including single stock recommendations from the Valiant investment universe. Personal advisor, daily portfolio monitoring, annual performance statement, annual personal portfolio review, Swiss tax directory.

Included in the all-in fee are investment advice, portfolio monitoring, portfolio optimization, custody fees, Swiss tax directory. Brokerage fees and issuing commissions are only charged from 100 transactions or CHF 10,000,000. From transaction 101, the Sélect pricing model applies with a 50% reduction on brokerage fees and issuing commissions. 

Product fees (TER) are not included.

Independent trading fees: partly included.

Kickbacks will be refunded.

VAT and stamp duty are not included.

Equities in portfolio: 0%. All-in fee: 0.85% from CHF 0.25 million; 0.75% from CHF 1 million. Minimum fee of CHF 2375.

Equities in portfolio: 25%. All-in fee: 0.95% from CHF 0.25 million; 0.85% from CHF 1 million. Minimum fee of CHF 2625.

Not available.

Equities in portfolio: 50%. All-in fee: 1.05% from CHF 0.25 million; 0.95% from CHF 1 million. Minimum fee of CHF 2875.

Equities in portfolio: 75%. All-in fee: 1.15% from CHF 0.25 million; 1.05% from CHF 1 million. Minimum fee of CHF 3125.

Equities in portfolio: 100%. All-in fee: 1.25% from CHF 0.25 million; 1.15% from CHF 1 million. Minimum fee of CHF 3375.

Individual requests possible.