Min investment CHF 20'000
24/7 access to investments online.
Investment research and portfolio proposal.
Online portfolio Health Check to keep your portfolio on track.
Min investment CHF 100'000
Everything in the online plan +
Your financial advisor
A dedicated financial advisor with regular reviews and investment advice.
Created together with your advisor to suit your needs.
Multiple custody banks
Select the custody bank that most suits you.
We always know all costs in advance. And we also stay independent and never accept any kickbacks from fund providers.