Investment consulting
Seek advice so you can make your own decisions. It’s completely normalWe enable you to invest independently in investment and retirement funds and provide you with proposals tailored to your investment strategy. You can also receive personal advice tailored to your needs from our experts so that you’re able to make an informed decision yourself.
A gift of 100 francsA gift of 100 francs
Get some advice and then receive credit? Here’s exactly how it works. Benefit until 30 June 2024. If you invest 5,000 francs or more in fund consulting basic or investment consulting plus, we’ll give you credit of 100 francs.
Our investment products with consulting
Fund consulting basic
Would you like to invest independently and also benefit from expert knowledge? With fund consulting basic, we provide you with suggestions for funds that match your investment strategy. And if you would like, we can also give you a consultation.
Retirement funds
With retirement funds, you participate in trends on the financial markets. You benefit from low administrative costs and can arrange a consultation at any time.
Investment consulting plus
With our investment consulting plus product, you are continually informed about market changes and receive comprehensive advice, as required, so that you can make informed decisions.