Dein Anlageberater - Type: Retail bricks & mortar bank

Type: Retail bricks & mortar bank

You prefer to have all banking services under one roof and you regularly visit your local bank branch. Your advisor is eager to help you implement our investment advice because he cannot advise you in a better and more cost efficient manner.

DeinAnlageberater

Type: Retail bricks & mortar bank

You prefer to have all banking services under one roof and you regularly visit your local bank branch. Your advisor is eager to help you implement our investment advice because he cannot advise you in a better and more cost efficient manner.

Dein Anlageberater - Typ Onlinebank

Type: Online bank

You prefer the more cost efficient structure of an online bank and you deal with your financial matters at a time of your convenience outside of conventional opening hours. Our independent investment advice gives you orientation in the confusing hotchpotch of investment options. 

Type: Online bank

You prefer the more cost efficient structure of an online bank and you deal with your financial matters at a time of your convenience outside of conventional opening hours. Our independent investment advice gives you orientation in the confusing hotchpotch of investment options. 

DeinAnlageberater
Dein Anlageberater - Typ Absicherung

Type: Validation

In principal you are happy with your bank and your bank advisor. But maybe the investment products in your portfolio are too expensive or your advisor is reshuffling the portfolio too frequently in order to generate commission? Is the earnings potential for real or are the risks you run too high? With our independent investment advice you can validate the recommendation of your bank and your bank advisor. This way you know if your bank advisor still earns your trust.

DeinAnlageberater

Type: Validation

In principal you are happy with your bank and your bank advisor. But maybe the investment products in your portfolio are too expensive or your advisor is reshuffling the portfolio too frequently in order to generate commission? Is the earnings potential for real or are the risks you run too high? With our independent investment advice you can validate the recommendation of your bank and your bank advisor. This way you know if your bank advisor still earns your trust.

Retail bank “typical client”
Investment amount 10.000 CHF

Proposed solution

Even if CHF 10.000 is a lot of money, for a bank it is not. Your advisor needs to look after up to a thousand additional customers with this amount to invest. The bank can only operate in an efficient manner if it offers you an overpriced standard product.

Plain vanilla standard bank

You personally know your advisor

Dein Anlageberater

Independent and professional advice, 24/7 availability

Plain vanilla standard bank

No individual advice, expensive

Dein Anlageberater

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INSTEAD OF 1.075 CHF
YOU ARE PAYING ONLY 346 CHF

YOUR SAVINGS: 729 CHF

*In our FAQ we explain to you how your savings are achieved.

Retail bank “important client“
Investment amount 100.000 CHF

Proposed solution

Your bank is quite interested in dealing with you because it can earn money off you as a client. The office of your advisor is more spacious and expensively furnished. You have a bigger range of products to choose from, the fee structure is still somewhat high but you get preferential rates.

Plain vanilla standard bank

Big and specialised department for financial advisory, own in-house research

Dein Anlageberater

Independent and professional advice, 24/7 availability

Plain vanilla standard bank

Average expertise in financial advisory, very high fees, product range limited to only a few select product providers

Dein Anlageberater

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INSTEAD OF 10.750 CHF
YOU ARE ONLY PAYING 2.017 CHF

YOUR SAVINGS: 8.733 CHF

*In our FAQ we explain to you how your savings are achieved.

Retail bank “very important client”
Investment amount: 500.000 CHF

Proposed solution

The bank is looking after you in a very intense manner. No wonder, it is earning more fees with you than with all of their clients combined in a small branch! You can look forward to a bouquet of fresh flowers on your birthday and the big impressive office of your advisor. You benefit from very detailed financial planning, a very wide range of available products which contains also a few cost efficient building blocks.

Plain vanilla standard bank

All-encompassing advice

Dein Anlageberater

Independent and professional advice, 24/7 availability

Plain vanilla standard bank

Heightened complexity, tied to only a few product providers, possibly hidden fees

Dein Anlageberater

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INSTEAD OF 53.750 CHF
YOU ARE PAYING ONLY 9.128 CHF

YOUR SAVINGS: 44.622 CHF

*In our FAQ we explain to you how your savings are achieved.

WE CREATE YOUR OWN PERSONAL INVESTMENT ROAD MAP.