All-inclusive Wealth Management

For a simple basic fee, you get the service of a professional Swiss Wealth Management expert.

volt invest
  • professional investment portfolio
  • alternative investments for additional security
  • active management by 300 experts
  • personal investment advice

  • from

    25’000

    CHF

    0.96 %

    Fees p.a.

  • from

    100’000

    CHF

    0.85 %

    Fees p.a.

  • from

    500’000

    CHF

    0.80 %

    Fees p.a.

What is included in the basic fee?

  • account and custodial fee
  • transaction fees*
  • administration fee
  • risk management

 

*Does not include the usual external charges such as exchange fees or stamp duty.

No hidden costs

  • no deposit or withdrawal fees
  • no acquisition fees
  • no performance fees
  • no fees for rescission
  • no other commission charges

Basic fee + product costs = total price

External product costs are added to the basic fee as usual depending on the traded products. However, there are upper limits on these costs so you have complete price certainty.

Convenient clearing of fees

Convenient clearing of fees

All the fees are charged directly to your volt invest portfolio. You don’t need to do anything else.

Attractive basic fee

Attractive basic fee

Our flat fee gives you access to a professional, active Wealth Management service and covers all the basic costs: securities transactions, account and custody account management, real-time risk management, consultation by experts, etc. The price is charged directly to your portfolio each quarter. It is based on the average value of your portfolio and does not include VAT.

Limited product costs

Limited product costs

Costs are incurred as usual for the financial instruments depending on the traded products. If, for example, an investment fund is part of your portfolio, the fund manager will incur a fee. To ensure that it all remains manageable for you, the product costs at volt invest range between 0.17 – 0.79% per year depending on how you compile your individual portfolio (as of March 2024)

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volt access makes the exclusive inclusive

In our volt access loyalty program, you get additional benefits depending on the level of your investment – making the world of Wealth Management even bigger and more exciting for you.

  • expert tips
  • market analyses
  • exclusive events
To volt world
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First test, then invest

Download volt and set up your portfolio now. Once you are happy with your choices, transfer your funds and start investing.

Start now.

FAQs

  • What does volt invest cost?

    The annual cost of 0.96% on assets consists of a service fee of 0.05%, an account and custody fee of 0.20%, and an asset management fee of 0.71%.

    Example 1

    For a minimum investment amount of CHF 10,000, this corresponds to CHF 8 per month or CHF 96 per year plus VAT. In addition, financial instrument costs are charged for the products used (structured products and funds). These depend on the individual composition of your portfolio They will be between 0.17% - 0.79% of the invested amount. Additionally, the statutory stamp duty of 0.15% of the transaction volume is charged on individual transactions.

    Example 2

    If CHF 500 is invested in an investment theme, a one-time tax of CHF 0.75 is charged.

  • What costs are incurred in the event of a payout?

    With the exception of the legally required tax charges, there are no transaction fees or costs for you on the part of volt by Vontobel.

  • How are the costs for volt billed?

    All fees are charged directly to your volt invest portfolio. You don’t have to do anything else.

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Get in touch

volt is not only innovative but also personal. Our experts are here to help.

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Get in touch

Our helpful experts will be happy to assist you.

+41 58 283 75 75
volt@vontobel.com

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