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Pricing

With our Robo-Advisory solution, you only pay for the transactions you choose to enter into. Its efficient structure means that management fees, which are calculated by tranches, and on a downward sliding scale, allow you to reap the full benefits of your strategy’s performance.

Annual fees

Funds under management
CHF 10'000
TO CHF 200'000

—

Administration fees
0.75%

+

Management fees

0.50% 

Funds under management
CHF 200'001
TO CHF 350'000

—

Administration fees
0.60%

+

Management fees

0.50% 

Funds under management
FROM CHF 350'001
AND MORE

—

Administration fees
0.45%

+

Management fees

0.50% 

A minimum amount of CHF 10,000 is required to open an Robo-Advisory account. To achieve the best possible return on your investments, our Robo-Advisory experts recommend an initial investment of CHF 50,000.

Inclusive

• 0% interest rate*
• Transaction fees
• Deposit fees
• Incoming payments (Bank/Post wire transfers)
• Outgoing payments in CHF/EUR to Switzerland and Lichtenstein and SEPA credit transfers
• « Corporate Actions » events
• Annual report/Tax return /Income return
 

* For cash assets over CHF 500'000 we apply a negative interest rate of 0.75%.

Optional

Our service also offers you the choice of fully hedging against foreign exchange risk, so that you can reap the benefits of your strategy without suffering from fluctuations on the foreign exchange markets.

 

 

 

Non-inclusive

• Stamp duties
• Marketplace fees
• Broker’s fees
• VAT
• Administration fees for holding underlying assets without an active investment strategy managed by the Robo-Advisor.
• Manual transactions (those generated by the client and not by the algorithm) are charged for additionally, at 0.1% of the value of the transaction (min. CHF 9/max. CHF 99). 
• All other outgoing payments outside SEPA zone as well as manual and express orders. Please find all details in the Payment Fees section of the following page: https://www.swissquote.com/online-trading/pricing.