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FEES
Advisory Mandate
Administration Mandate - all-in***
Administration Mandate - standard
Overview of tariff rates
Overview of tariff rates ( 32 KB )
Advisory Mandate

  Advisory Mandate
Commission  
Advisory Fee**

0,15% p.a.
min. CHF 300.–

Portfolio Management Fee** includes
– safekeeping administration
– coupons collection and securities redemption
– securities administration
– securities deliveries into your account
– account and asset statements
– account management and closing
– postage
– money transfer within Switzerland
– retained mail
– maestro-card
– ATM withdrawals within Switzerland

min. 0.3 % p.a.*
min. CHF 500.–
(on a sliding scale from CHF 2 million)
Transactions
– Brokerage fees***
– Fiduciary deposits**
see separate tariff for details

* additional charge for securities held abroad: 0.05% p.a.
** excl. VAT for clients liable for tax in Switzerland or Liechtenstein
*** excl. external taxes, fees and brokerage fees
We are more than happy to arrange a no-obligation consultation and draw up an individual proposal for institutional investors.