Retirement funds
- Achieve higher returns over the long term
- Low fund management costs
- Option to switch between retirement funds
Investment consulting
You have access to our consulting services with our fund consulting basic and investment consulting plus investment solutions.
| Invest independently with advice Fund consulting basic | Comprehensive advice Investment consulting plus |
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Make your own investment decisions, with personal consultation if required |
Make investment decisions for yourself and receive regular individual investment and reallocation proposals |
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Minimum investment amount CHF 2,000 |
Recommended minimum investment amount CHF 80,000, possible from CHF 5,000 |
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Individual investment strategy including investment proposal |
Individual investment strategy including investment proposal and personal investment consultant |
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Review of your investments in line with your investment strategy for every transaction |
Continuous review of your investments in line with your investment strategy |
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Including access to our market view |
Including access to our market view |
