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

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

Cornèrtrader Special Offer

Special offer: particularly favorable conditions for Moneyland users

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Wealth managers in comparison

Find the most favorable wealth management now

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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

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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
WEALTH MANAGEMENT

finpension AG

  • Investing pension fund money

  • Asset accumulation with ETFs

  • Private equity from CHF 1

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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
WEALTH MANAGEMENT

finpension AG

  • Investing pension fund money

  • Asset accumulation with ETFs

  • Private equity from CHF 1

Learn more
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

Learn more
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

Open now

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