Table 2: Cost comparison for a small portfolio
Costs for one year. The costs shown account for possible account fees, custody fees, brokerage fees, currency exchange fees, and Swiss stamp duties. The figures do not account for possible exchange fees, special promotions, and special preferential fees.
1 Recommended pricing from Raiffeisen Switzerland to Swiss Raiffeisen banks. Fees can vary between individual banks.
2 Opening a brokerage account is only possible in combination with a Postfinance bank package. The cheapest bank package has a basic, ongoing account fee of 5 francs per month. This fee is waived if the value of your investments in custody exceeds 25,000 francs.
1 Recommended pricing from Raiffeisen Switzerland to Swiss Raiffeisen banks. Fees can vary between individual banks.
2 Opening a brokerage account is only possible in combination with a Postfinance bank package. The cheapest bank package has a basic, ongoing account fee of 5 francs per month. This fee is waived if the value of your investments in custody exceeds 25,000 francs.
Chart: Dan Urner, moneyland.ch