AN INVESTMENT SOLUTION
TO FIT EVERY NEED
Demanding investors and savers require a financial solution that lives up to their aspirations.
Invest Easy
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Our ready-made, simplest solution for those seeking to test the investment waters or explore their saving possibilities. With different risk-level options for their comfort.
• Attractive saving interests and investment return opportunities
• Professionally predefined strategies for every risk appetite or saving goals
Two types of strategies:
Saving strategy
Multi-currency and fee-free with interests up to 2% and no minimum deposit
Investment strategies
Competitive fees & small entry deposit from CHF 500
3a Easy
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The right fit for clients looking to optimise their 3a pillar, this solution is designed as a formula for long-term saving and investment with tax advantage.
• Professionally-predefined strategies
• Seamless funding and transfer of your 3a pillar
• Simple, intuitive solution with high guidance
Two types of strategies:
Saving strategy
Benefit from an interest rate of 1.2%*, ensuring a stable growth
Investment strategies
Several return-oriented investment options with a competitive management fee of 0.6%
*The 1.2% interest rate is derived from the Saron reference rate. This means that fluctuations in the latter may have a direct impact on the interest rate applied.