Major fee differences between banks and asset managers

This article published on NZZ am Sonntag comments on the unequal fee strategies applied to clients' safe custodies. Independent asset managers have the edge over banks. Read this interview with Patrick Erb to learn why.

NZZ am Sonntag Article (in German)

Higher bank fees owing to
zero in­te­rest rate policy

As a result of the current si­tua­ti­on on the fi­nan­ci­al markets (i.e. zero in­te­rest rate policy), several banks have in­crea­sed their fees, also for safe custody and account ser­vices. This has ne­ga­ti­ve effects on the net return of an in­vest­ment port­fo­lio.

NZZ Article (Neue Zürcher Zeitung) (in German)

The best in­de­pen­dent asset
ma­nage­ment com­pa­nies

BILANZ busi­ness ma­ga­zi­ne tested in­de­pen­dent asset ma­nage­ment com­pa­nies in Swit­z­er­land. Palomar Asset Ma­nage­ment was rated «very good», re­a­ching a gra­ti­fy­ing third place.

De­tai­led test report (in German)

Com­mit­ment beyond asset

The or­ga­niza­t­i­on Con­ser­va­ti­on Zambezi pro­mo­tes su­staina­bi­li­ty and bio­di­ver­si­ty in wild­life pro­tec­to­ra­tes in the Zambezi Basin in Central Africa. We support this work both ideo­lo­gi­cal­ly and fi­nan­ci­al­ly.

To the website

Palomar safe custody account check

Palomar Asset Management offers to check your safe custody account. Contact us for more information on this service, for free and without any commitment.

Request a second opinion

Palomar Asset Ma­nage­ment checks the costs of your safe custody account or of your risk profile, pro­vi­ding you with in­for­ma­ti­on for better or cust­o­mi­sed con­di­ti­ons.

Personal return prospects check

Palomar Asset Ma­nage­ment takes your needs at heart and ex­ami­nes your current safe custody account re­la­ti­onship in order to as­cer­tain the pos­si­bi­li­ty of op­ti­mi­sing your returns by in­crea­sing cost ef­fi­ci­en­cy.

Increasing your sphere of influence

The in­de­pen­dent eva­lua­ti­on of your current safe custody account costs in­crea­ses your leeway when ne­go­tia­ting fees, bro­kera­ge fees or funding.
Feel free to contact us, we will be de­ligh­ted to assist you.

Contact us

For a safe custody account check, use the form below or call us at +41 44 269 80 00. We will get in touch with you.