Prepaid card

ZKB Investment Management Premium

  • Premium mandate

General information:

Suitable for people who want to delegate their investment decisions to the bank. Reference currencies CHF, EUR and USD. Basic", "Sustainable (ESG)" and "Index" features. ZKB tax report included.

Minimum investment amount:
CHF 500,000
Type of service:
Investment management
General costs:

For all risk profiles the following all-in fee applies: Up to CHF 1 Mio: 1.3%, up to CHF 2 Mio.: 1.2%, up to CHF 5 Mio.: 1.1%, up to CHF 10 Mio.: 1%, above CHF 10 Mio.: on request.

Minimum fee: CHF 6000 per year.

The all-in fee includes investment management fees, custody fees, transaction fees, tax reports. The all-in fee excludes product fees and taxes (VAT, stamp duty).

Product fees:

Product fees are not included.

Transaction fees:

Independent trading fees: not included.

Retrocessions:

Products without kickbacks.

Taxes:

VAT and stamp duty are not included.

Minimal risk:

Not available.

Low risk:

Equities in portfolio: between 5% up to 30%.

Limited risk:

Equities in portfolio: between 10% up to 35%.

Balaned risk:

Equities in portfolio: 20-65%.

Substantial risk:

Equities in portfolio: 40-85%.

High risk:

Equities in portfolio: 50-95%.

Individual requests:

Not available.

Additional services:
Research
Specialized asset types:
Equities, Bonds

Special offers for Moneyland users

Moneyland Special Offers

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

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

Funds

Allianz Fund Investments

  • Special offer with CHF 200 welcome bonus

  • No prior knowledge necessary: Advice from experts

  • One of the 10 largest asset managers worldwide

Swiss digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

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

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

Special offers for Moneyland users

Moneyland Special Offers

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

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

Funds

Allianz Fund Investments

  • Special offer with CHF 200 welcome bonus

  • No prior knowledge necessary: Advice from experts

  • One of the 10 largest asset managers worldwide

Swiss digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

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

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

Deal of the Day
×
Free bank account

Yuh

No account fees