Minimum investment amount CHF 50'000.-
Investment strategy
Family Office light: robust ETF portfolio with Prospera-Invest macro investment approach and dynamic rebalancing
3 Risk Profiles
- Conservative
- Balanced
- Dynamic
Saving & Withdrawal plan possible
Reference currency CHF
Management fee 1.20%
Product costs approx. 0.15%
Trading costs approx. 0.15%
Custodian Bank
Custody fees
CHF 100.- p.a. up to CHF 100'000.-
CHF 150.- p.a. up to CHF 150'000.-
CHF 200.- p.a. above CHF 150'000.-
Tax statement (optional) CHF 85.- p.a.
Family Office light Mandate
A good and successful long-term investment strategy should initially consist of a robust asset allocation that can withstand any economic environment.
The investment portfolio should then be implemented as cost-efficient as possible and managed efficiently and agilely.
We also implement our principles of independence, robustness, efficiency and agility in our Family Office light mandate. The mandate is characterized by the following features:
- Broadly diversified and robust portfolio for various risk profiles
- Strategic asset allocation (SAA) according to the proven Prospera-Invest macro investment approach
- Dynamic & active rebalancing
- Implementation via low-cost ETFs
- Digital portfolio access via browser and app
- Quarterly reporting
- Swiss tax statement
- Superior asset allocation
- Distinctly better than purely passive and 0815 bank portfolios
- Lower priced than conventional bank solutions
- No risk of self inflicted investment errors
- 100% digital
- A family office is a company set up specifically to manage the assets and financial affairs of a family or individual.
- Differentiation from an asset manager: a family office is under the control of the investor family, while the asset manager is under the control of third parties.
- Conflicts of interest are avoided as far as possible: the investor family and the external clients are in the same boat
- High degree of independence and professional expertise
- Comprehensive advice on all financial matters
- Lower costs (TER) 0.45%
- Portfolio rebalancing 0.35%
- Asset allocation 0.75%
- Withdrawal plan 0.70%
- Behavioral coach 1.50%
- Total 3.75%
*Source: Putting a Value on Your Value: Quantifying Vanguard Advisor‘s Alpha. Vanguard Research (2016)
Opening a custody account is very simple and can be done in just a few steps:
- Click on the "INVEST NOW" button below.
- Complete the questionnaire to open a custody account and for your personal risk profile. If you wish, you can discuss your investment strategy with one of our advisors in person.
- You will then receive a confirmation e-mail from Swissquote asking you to complete the identification procedure.
- You will receive a second e-mail from us to sign the contract.
- As soon as the custody account is activated, we will inform you immediately and you can transfer the desired investment amount to your custody account. You can access your custody account via app or browser at any time using your personal access data.
- 100% transparent and secure
- Custody account in the name of the client
- Limited management authorization (only trading, no transfers)
- Full custody account access (except trading) via app and browser
- All positions and transactions visible
- Full cost transparency
Do you have any questions?