Our transparent cost structure for our services

Asset management mandate* Asset management fee Performance fee
"Fixed" option 0.25% per quarter, minimum of CHF 3'500 none
"Performance" option 0.15% per quarter, minimum of CHF 5'000 12.5% calculated on basis of annual performance minus 4% hurdle rate

Discounts, also termed retrocessions, from banks and investment companies are credited to your account in full (approx. 0.10%-0.30% p.a., depending on structure of assets held). You also benefit from volume discounts from Asset Management Partners AG - irrespective of size of assets held.

* Asset management fee for portfolios exceeding Fr. 10 Mio. according to individual pricing structure.

Family office services
Costs Services
Individual, additional charge for services based on time spent
  • Holistic asset management advice (assets -/ risk profile)
  • Selection and monitoring of asset management agreements with third parties
  • Consolidation and monitoring of total assets and securities investments
  • Intermediation of financing / mortgages
  • Intermediation and co-ordination of lawyers, tax advisors, real estate experts, etc.
Cost key according to agreement and size of assets