Portfolios that are optimized for retirement provision. In addition to value preservation, the possibility of annuitization, insurance and tax aspects play an important role.
Below you will find 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
Caption: 1=completely unsatisfactory / 2=insufficient / 3=sufficient / 4=very good / 5=excellent