These are the best robo-advisors in Switzerland in 2025
Which are the best robo-advisors in Switzerland? I've looked at, analyzed, and compared the most well-known providers.
Here's the link to the robo-advisor comparison on my website and on finanzen.ch:
https://www.finanzen.ch/ratgeber/robo... https://patrick-investiert.ch/verglei...
Use code PAEDE1 for a CHF 25 bonus at Finpension
Use code Patrick for your first CHF 2,000 free of charge at Viac
If you'd like to learn even more, subscribe to my monthly newsletter. No spam, just valuable insights once a month :) https://patrick-investiert.ch/meine-f...
Contents
0:00 - The providers reviewed
0:22 - What is a robo-advisor?
1:20 - The evaluation criteria in brief
2:07 - ETF savings plan vs. robo-advisor
3:05 - The winners (without advice)
3:27 - Fees
4:31 - Features
5:46 - Investment strategies
7:25 - Transparency
8:00 - Finpension
8:35 - Viac
9:00 - True Wealth
10:05 - Findependent
10:32 - Kaspar& and Clevercircles
10:58 - Swissquote, CIC, radicant, Raiffeisen & inyova
12:04 - Vontobel
12:36 - The winners (with advice) - Descartes
13:13 - Selma, alpian & Finpact
14:00 - Post & BLKB
14:31 - Further information
15:26 - Why fees instead of net return?
__________
I use the following platforms. If you'd like to use the same apps, you can usually secure a small bonus with the following links. Note: I usually receive the same bonus as you for referring others.
__________
💰 For my stocks, I primarily use Interactive Brokers and Swissquote. For small amounts, Yuh or Neon are also excellent. For private equity, I use Stableton.
... ➡ Up to $1,000 in IBKR stocks ($1 per $100 deposit) via Interactive Brokers: https://ibkr.com/referral/patrick739
➡ 100 CHF in trading fees via Swissquote: https://en.swissquote.com/promotion/f...
➡ 500 Swissqoins via Yuh with referral code kanev1: https://www.yuh.com/en/download
➡ 200 CHF via Stableton: marketplace.stableton.com/signup?referral=HMDS11&utm_source=webapp_share&utm_medium=social
__________
🏛 My Pillar 3a account is with VIAC.
➡ VIAC: www.viac.ch - enter the code "Patrick" during onboarding and invest your first 2,000 Swiss francs for free
__________
💵 My regular accounts are with neon and Yapeal. I use Revolut when I'm abroad.
💵 ➡ Neon Referral Code AX3CN9: http://onelink.to/neon
➡ 30 CHF via Yapeal: https://get.yapeal.ch/Wtu5BW5csHSf96Mv8
➡ Revolut: www.revolut.com
__________
You can also find me here:
➡ www.patrick-investiert.ch
➡ www.linkedin.com/patrick-eugster-1a009319/
➡ https://patrick-investiert.ch/meine-f...
__________
❗Disclaimer: The information on this channel is not intended as investment or financial advice or anything similar, but is for entertainment purposes only. Before investing, you should consult your financial advisor. I assume no liability for the accuracy of the information on this channel. Past performance of an investment is not indicative of future results. Investments involve risks, including the potential loss of capital. Certain investments are subject to high price fluctuations and can suddenly lose significant value.
#investing #stocks #switzerland