ZWEI Wealth Blog

Liquidity portfolios

Written by ZWEI Wealth | May 29, 2024 1:35:08 PM

Portfolios for the management of assets that can be liquidated at short notice without major risk of loss.

47 offers available

 

Overview of the best offers

Below you will find the details of the best offers for asset management in this portfolio category. The table shows the returns, risk ratios and costs of the best offers compared to others. The names of the offers are neutralized because the offers only apply to individualized offers via ZWEI Wealth. The calculations and details below are based on a portfolio size of CHF 1 million. The offers and prices vary according to the size and type of assets.

 

Caption: 1=completely unsatisfactory / 2=insufficient / 3=sufficient / 4=very good / 5=excellent

 

Historical returns of the offers (2015-2023)

 

Risk/return ratio of the best offers

 

Cost of the best offers

 

Assessment of the offers

Caption: 1=completely unsatisfactory / 2=insufficient / 3=sufficient / 4=very good / 5=excellent