volt by Vontobel

Digital active asset management from the private bank Vontobel. With volt by Vontobel, clients gain access to Vontobel financial experts and individually selectable investment products. Reference currencies CHF, EUR and USD. Investments are analyzed and updated daily by experts. In addition, staggered investing for tactical market timing is also possible with volt by Vontobel. In addition to your personal investment strategy and individually selectable investment themes, you can choose a specific focus on the regions Switzerland, EU or Global for your portfolio. If you wish, you can also hedge your portfolio with alternative investments (crypto, gold, real estate, commodities, hedge funds).

CHF 10,000

Investment management

Flat fee becomes smaller the larger the invested amount is.
Up to CHF 100,000: fees of 0.96% per year.
From CHF 100,000: fees of 0.85% per year.
From CHF 500,000: fees of 0.80% per year.
Included in the flat fee are service fee, account and custody account management, asset management including brokerage, tax statements and real-time risk management. Not included are product costs, VAT, third-party commissions, third-party charges and stamp duty.

Product costs vary between 0.17 - 0.79% per year.

Transaction costs are included in the flat fee.

Only retrocession-free products are used.

VAT, stamp taxes depending on the fund.

Not available.

Defensive investment strategy. The flat fee applies.

Conservative investment strategy. The flat fee applies.

Balanced investment strategy. The flat fee applies.

Growth investment strategy. The flat fee applies.

Dynamic investment strategy. The flat fee applies.

Portfolio expansion with alternative investments (crypto, gold, real estate, commodities, hedge funds). Regional portfolio focus on either Switzerland, EU or Global. Setting of individual thematic focuses.

Mobile access, Research

Equities, Investment funds, Bonds, Derivatives and structured products