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.
Win 5,000 francsWin 5,000 francs
If you invest 5,000 francs by 30 November 2024, you will be entered into the competition and, with a little luck, win 5,000 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.