digifolio

Country where based: Switzerland
Language of website: German
Annual management fee: 0.75%
Other fees: Underlying ETF fees
Account currency: CHF
Minimum initial investment: CHF 5,000
Minimum for following contributions: CHF 100
Type of underlying investments: ETFs
Who can invest? Swiss residents
Sustainable portfolio option? No
Accepting children? No
Accepting US persons? Yes

Remark(s): Part of the Baselkantonalbank (BLKB)


ELVIA e-invest

Country where based: Switzerland
Language of website: German, French
Annual management fee: 0.55%
Other fees: Underlying ETF fees
Account currency: CHF
Minimum initial investment: CHF 5,000
Minimum for following contributions: CHF 100
Type of underlying investments: ETFs
Who can invest? Swiss residents
Sustainable portfolio option? No
Accepting children? No
Accepting US persons? No

Remark(s): Part of Allianz Group


investomat

Country where based: Switzerland
Language of website: German
Annual management fee: 0.60%
Other fees: Underlying ETF fees
Account currency: CHF
Minimum initial investment: CHF 5,000
Minimum for following contributions: No minimum
Type of underlying investments: ETFs
Who can invest? Swiss residents
Sustainable portfolio option? No
Accepting children? Yes
Accepting US persons? No

Remark(s): Part of the Glarner Kantonalbank; the website could be improved


Country where based: Switzerland
Language of website: German, English
Annual management fee: 0.72%
Other fees: Underlying ETF fees
Account currency: CHF
Minimum initial investment: CHF 5,000
Minimum for following contributions: CHF 100
Type of underlying investments: ETFs
Who can invest? Swiss residents
Sustainable portfolio option? No
Accepting children? No
Accepting US persons? No

Remark(s): -

selma


Country where based: Switzerland
Language of website: German, English
Annual management fee: 0.50%
Other fees: Underlying ETF fees
Account currency: CHF, EUR, USD, GBP
Minimum initial investment: CHF 6,000
Minimum for following contributions: No minimum
Type of underlying investments: ETFs
Who can invest? Swiss residents, EU residents
Sustainable portfolio option? Yes
Accepting children? No
Accepting US persons? Yes

Remark(s): -

Simple wealth


Country where based: Switzerland
Language of website: German, English
Annual management fee: 0.95% - 1.25%
Other fees: None for shares and bonds, underlying ETF fees
Account currency: CHF, EUR, USD, GBP
Minimum initial investment: CHF 10,000
Minimum for following contributions: No minimum
Type of underlying investments: Shares, bonds, ETFs
Who can invest? Anyone except US persons
Sustainable portfolio option? No
Accepting children? No
Accepting US persons? No

Remark(s): -

Swissquote Robo Advisory


Country where based: Switzerland
Language of website: German, English
Annual management fee: 0.50%
Other fees: Underlying ETF fees
Account currency: CHF
Minimum initial investment: CHF 8,500
Minimum for following contributions: No minimum
Type of underlying investments: ETFs
Who can invest? Swiss residents
Sustainable portfolio option? Yes
Accepting children? No
Accepting US persons? No

Remark(s): Well-established platform in Switzerland

TrueWealth


Country where based: Switzerland
Language of website: German/French/Italian/English
Annual management fee: 0.52%
Other fees: Underlying ETF fees
Account currency: CHF
Minimum initial investment: No minimum
Minimum for following contributions: No minimum
Type of underlying investments: ETFs
Who can invest? Swiss residents
Sustainable portfolio option? Yes
Accepting children? No
Accepting US persons? Yes

Remark(s): Focus on 3a pillar pension solution. By far the best option in Switzerland for the 3a pillar. VERY user-friendly, offer staggered accounts

VIAC


Country where based: Switzerland
Language of website: German, French
Annual management fee: 0.55%
Other fees: Underlying ETF fees
Account currency: CHF
Minimum initial investment: CHF 10,000
Minimum for following contributions: No minimum
Type of underlying investments: ETFs
Who can invest? n/a
Sustainable portfolio option? n/a
Accepting children? n/a
Accepting US persons? n/a

Remark(s): -

VZ Vermoegen Zentrum


Country where based: Switzerland
Language of website: German, English
Annual management fee: 1.50%
Other fees: None for shares; underlying ETF for bonds
Account currency: CHF
Minimum initial investment: CHF 5,000 (or CHF 1,000 with a savings plan)
Minimum for following contributions: 100
Type of underlying investments: Shares, ETFs for bonds
Who can invest? Swiss residents
Sustainable portfolio option? Yes
Accepting children? No
Accepting US persons? No

Remark(s): Focus is on sustainable investing with themes like clean water, renewable energy, education, etc. Can also select companies that promote human rights, gender equality (!), Low CO2 emissions, etc.

Yova