With this investment solution, you delegate management of your portfolio to Swiss Life Asset Management Ltd. Based on your risk profile, you invest in one of four strategies: Income, Balanced, Growth and Equity.
The longer the investment horizon, the more sense it makes to have high equity exposure
Accumulating capital is among the main ambitions of Swiss under 40
Swiss Life Asset Managers investment specialists manage your investments
In a nutshell
Swiss Life Premium Delegate is a fund/custody account with asset management. Working with your advisor, you select your personal investment strategy. From low-risk to high-risk – based entirely on your personal investor profile. Our investment solution provides you with access to low-cost investment components, such as ETFs and index funds. You delegate the investment decisions within the selected investment strategy to Swiss Life Asset Management Ltd.
Your benefits at a glance
- Potential returns instead of low interest rates – even for small amounts
- Professional management of the investments by specialists
- Optimum diversification and continuous risk management
- High availability of your assets
Make an appointment for a consultation
Want to learn more about Swiss Life Premium Delegate, or do you have questions? We would be pleased to provide you with more information – in a personal and non-binding consultation.
More about the product
Swiss Life is the market leader in Switzerland for pensions and long-term savings.
We offer you goal-oriented, comprehensive consulting on all subjects relevant to your personal pension and financial planning. With Swiss Life – a leading asset manager with over 150 years of experience in the management of customer assets – you benefit from this comprehensive expertise through our Swiss Life Premium Delegate investment offer.
Deposits of CHF 1000 and higher are possible as one-time payments, CHF 100 as regular payments, CHF 20,000 for withdrawal plans.
You can withdraw your money at any time by selling units on trading days.
We work together with the following partners:
Swiss Life Asset Management Ltd
Swiss Life Asset Management Ltd is one of Switzerland's largest institutional asset managers.
Lienhardt & Partner Privatbank Zürich AG
Founded in 1868, Lienhardt & Partner Privatbank Zürich AG has a wealth of experience and expertise in the investment and pensions business, with real estate and in private banking. It is licensed by the Swiss Financial Market Supervisory Authority (FINMA) and is a member of the Swiss Bankers Association (SBA). It is also responsible for account and custody account maintenance.
The investment strategy is based on your risk profile.
Income: The Income investment strategy tolerates slight fluctuations in assets and exposes the customer to low risk. The recommended investment horizon is at least five years.
Balanced: The Balanced investment strategy tolerates moderate fluctuations in assets and exposes the customer to medium risk. The recommended investment horizon is at least five years.
Growth: The Growth investment strategy tolerates elevated fluctuations in assets and exposes the customer to higher risk. The recommended investment horizon is at least eight years.
Equity: The Equity investment strategy tolerates high fluctuations in assets and exposes the customer to high risk. The recommended investment horizon is at least twelve years.
Would you like to combine assets from different sources at Swiss Life and invest them? Then the starter account is the right solution for you. You invest a larger amount in one of our investment solutions. At the same time, a standing order is set up which enables you to invest additional money each month in the desired investment solutions. The interest rate is: 0%.
You can choose between regular deposits, a one-off deposit or a withdrawal plan.
Asset management – delegate your investment decisions to our experts
Swiss Life Premium Delegate
Relevant investment themes - entirely according to your own preferences
Swiss Life Premium Preference
Invest in a first-class fund
Swiss Life Premium Define
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