Page 19 - ASSET MANAGER 9 (EN)

INVESTMENT CATEGORIES
REGIONS
IMPLEMENTATION
CURRENCIES
STRATEGY PROVIDER
AVERAGE INVESTOR
ates an tment tion
Cash, stocks, bonds, funds, ETF, gold, commodities.
Global
not a standard strategy, Robo always calculates a very individual proposal
from CHF 500,000, can then be changed at will by the investor.
CHF EUR USD
Descartes Finance
CHF 850,000 with a strategy
proposal various investors
e for s.
Equity strategies by topic, country and different approaches, such as Digital Transformation, Dividends, Gold Mines, 3D etc.
Global
Standard strategies can be combined as desired and customized, very indi- vidual strategies from CHF 250,000.
CHF EUR USD GBP CAD
theScreener.com, Trignal, Rogivue Asset Mgmt., FinanzZentrum Jungfrau, Milesi Asset Mgmt., Carnot Capital,Forster Investments, Roger Fromm, PIT Investment & Trust, Dr. Blumer & Partner
CHF 270,000 with 2 – 3 strategies
ates an ent pro- stments.
Cash, stocks, bonds, funds, ETF, gold, commodities.
Global
Standard strategies
CHF
VZ
no data
TYPE
PLANT-CATEGORIES
REGIONS
IMPLEMENTATION
CURRENCIES
STRATEGY PROVIDER
AVERAGE INVESTORY
can use various financial bility to select different
anagers on the platform. matic rebalancing
Cash, stocks, bonds, funds, ETF, gold, commodities.
Global
Standard strategies
CHF EUR USD
Blackrock, OLZ, Lakefield, Swiss Rock, DWS
approximately CHF 250,000
isor with thematic ndled ETFs
High dividend stocks, Real estate, commodities and the like
North America, Western Europe, Asia, South America, Africa, Eastern Europe
40 standard strategies can be customized with topic ETF.
CHF
Glarner KB
CHF 20,000 – CHF 30,000
d online investments
Cash, bonds, real estate stocks, private equity stocks, commodi- ties, stocks
World (all regions)
No standard strategies, every strategy looks different. Normal ETF or ETF according to sustain- ability criteria.
CHF
Selma Finance
CHF 20,000
sor with automatic ebalancing
Cash, stocks, bonds, commodities
Western Europe,
Eastern Europe, North America, Asia, South America, Africa
No standard strategies, positions are weighted individually in each strategy.
CHF GBP USD EUR
Swissquote
no data
r mit automatischem ebalancing
Cash, shares, state and Corporate bonds, High-yield bonds, commodities, Gold, silver, real estate
Switzerland, Europe, UK, USA, Emerging Markets, Asia, Pacific, China, Africa, Latin America
No standard strategies, positions are weighted individually in each strategy. Can be customized with theme ETF.
CHF EUR USD GBP
TrueWealth
more than CHF 50,000
ith ETF, index funds and
s. Both passive and more ncl. Risk management. The
s generated online tomized by the investor.
Cash, interest, specialties and commodities,
Real estate and shares
World, Europe, Asia / Pacific, emerging markets, Switzerland
No standard strategies, positions are weighted individually in each strategy.
CHF GBP USD EUR
VZ
no data
ASSET MANAGER • NO. 9/2018
s
f s
m e
o A
m o
v u
i
o
w
i s
As a result, asset management with direct investments in the retail customer business is getting more interesting.
Already with assets of CHF 15,000, investors can have their assets managed in direct investments at the VZ por- tal. INVESTORY recommends fixed assets of at least CHF 50,000, and in Descartes Finance you start from CHF 500,000. For the Funds & ETF platforms, the entry
sums are much lower, so you can start a fund savings plan at the VZ portal starting from CHF 500. Most fund & ETF platforms start between CHF 5,000 and CHF 20,000. Only Descartes Finance and INVESTORY offer investors a choice of investment strategies from external financial experts, including various custodian banks.
Detailed PDF can be ordered at info@investory.ch.