Want to Pay High Service Charges?
If the answer is “no”, there is no reason to manage your investment portfolio in Your bank.
Managing investment portfolios in Israel is expensive and cumbersome – the commission charged by the bank on each interaction impedes the management of your investment portfolio.
Decreasing your profits – high quarterly service charges.
Hurting your dynamic as an investor – high service charges make you think twice before buying or selling rather than allowing you to take advantage of opportunities on the ground.
As professionals in the field of portfolio management, we support our clients in the process of opening accounts at leading Swiss banks through their local representatives and enjoy savings of up to hundreds of thousands of NIS in investment portfolio management.
Fixed Quarterly Commission
The commission in Swiss banks is paid according to an “All-in-Fee” system, ensuring a one-time fixed annual service charge. This system does not limit the number of securities acquisitions and sales in an investment portfolio.
Open a Swiss Bank Account
Opening an account is simple and allows you to enjoy the benefits offered by a Swiss bank as well as personal Swiss service.
A Swiss bank account allows you to spread financial risks, provides an economic anchor in Europe’s banking and finance capital and offers additional advantages in investment portfolio management:
Deposit insurance by the Swiss government.
Unlimited number of transactions, including acquisitions/sales of securities.
Saves up to tens of thousands of Euro annually.
Absolute security – all partner banks are strictly supervised by the Swiss Banking Authority.
