Finance

Vermögensverwaltung

Wealth Management

Simple Definition

Professional management of your assets. In Switzerland, this is a massive industry ("Private Banking") typically for assets >CHF 1 Million.

Why this matters to Expats.

Unless you are "High Net Worth", avoid traditional Wealth Management mandates. The fees (1-2%) eat your returns. Stick to ETFs or low-cost Robo-Advisors (Selma, TrueWealth).

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