Investment Consultation

Investment consulting is a service provided by financial advisors such as banks, independent asset managers and family offices.

In this process, as opposed to wealth management, the customer decides how to invest their wealth themselves based on advice provided by investment consultants. Responsibility for the performance of investments falls on the customer.

More on this topic:
Private banking comparison
Independent asset manager comparison
 

Expert Benjamin Manz
Benjamin Manz is CEO of moneyland.ch and an independent expert on banking and finance.
Online trading brokers in comparison

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Trading platforms

Brokers with low fees

Swiss Trading Platform

Swissquote

  • Leading Swiss online bank with FINMA license

  • Free multicurrency account & low commissions

  • Access to more than 3 million products (shares, ETFs, crypto and more)

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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

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Swiss Broker

Saxo Bank Special Offer

  • Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days

  • Licensed Swiss bank (FINMA)

  • Free expert research and trading signals

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Swiss Trading Platform

Swissquote

Leading Swiss online bank with FINMA license

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Wealth managers in comparison

Find the most favorable wealth management now

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Choice of digital asset managers

Robo Advisor

Findependent

  • Up to CHF 2000 free of charge

  • Low-cost ETF

  • Sustainable investments

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Digital Private Banking

Managed by Alpian

  • Unlimited access to wealth advisor

  • No additional bank account charges

  • Customized portfolios

Learn more for free
Digital asset management

Selma

  • Digital financial assistant

  • Free investment plan

  • Free test account

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Robo advisor

True Wealth

  • Free test account

  • Flat fee: 0.5% - 0.25%

  • Inexpensive ETF

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Request now without obligation

Choice of digital asset managers

Robo Advisor

Findependent

  • Up to CHF 2000 free of charge

  • Low-cost ETF

  • Sustainable investments

Profit now
Digital Private Banking

Managed by Alpian

  • Unlimited access to wealth advisor

  • No additional bank account charges

  • Customized portfolios

Learn more for free
Digital asset management

Selma

  • Digital financial assistant

  • Free investment plan

  • Free test account

Open now
Robo advisor

True Wealth

  • Free test account

  • Flat fee: 0.5% - 0.25%

  • Inexpensive ETF

Test now
Request now without obligation

Swiss wealth managers

WEALTH MANAGEMENT

finpension AG

  • Investing pension fund money

  • Asset accumulation with ETFs

  • Private equity from CHF 1

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Digital Private Banking

Managed by Alpian

  • Unlimited access to wealth advisor

  • No additional bank account charges

  • Customized portfolios

Learn more for free
Online wealth management

PostFinance E-Investment Management

  • Digital wealth management

  • From CHF 5000

  • Direct opening possible

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About moneyland.ch

 

moneyland.ch is Switzerland’s independent online comparison service covering banking, insurance and telecom. More than 100 unbiased comparison tools and calculators are available on moneyland.ch, along with useful financial guides and timely news. The comprehensive comparison tools help you to find the right insurance policies, bank accounts, credit and prepaid cards, loans, mortgages, trading accounts and telecom products for your needs. The guarantee of independence applies.

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