VP Bank & Laureus Foundation
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Investing and doing good
Investing capital today also means taking responsibility – not only for our own future but also for the world in which we live. The partnership between VP Bank and the Laureus Foundation creates an opportunity to combine both: ensuring sound asset management and also contributing to the promotion of sports programmes for children and young people. You invest as usual while also making a real difference.
How it works
- In a face-to-face consultation, we jointly select the right mandate and determine the appropriate investment strategy.
- You set up a VP Vida wealth management mandate with VP Bank.
- VP Bank waives up to 50% of the wealth management fees for one year to be donated in line with your wishes.
- You are free to decide on the amount of the donation (max. 50% of the wealth management fees) and transfer the amount to the Laureus Foundation by standing order each quarter, for one year.
Why Laureus?
The Laureus Foundation is a global non-profit organisation that uses the power of sport to sustainably promote social development. It focuses on children and young people, who gain access to education, structure and perspectives through sport.
With your donation, you will be supporting: 250 projects around the world, children and young people in disadvantaged life situations, the development of social skills and education as well as, sustainable change in communities
Your contribution has an impact where it can make a long-term difference.
Your benefits at a glance
- Direct social contribution
- Reduced wealth management fees
- Professional management of your finances
- Continuous monitoring of the financial markets
Impressive performance
Success becomes visible over time. The performance of our mandates illustrates how a clear strategy can build assets over the long term – even in a dynamic market environment.
Our wealth management mandates
Our VP Vida wealth management mandates regularly rank among the top performers within peer comparisons. You thus gain access to a professional, actively managed wealth management service that is tailored to your personal goals and your risk profile. In addition, you benefit from the investment expertise of VP Bank and can rely on your assets being ably managed in a structured way.
For a clearer assessment, please refer below to the average performance in CHF (before costs) of our Balanced and Growth Strategy mandates over the last few years.
The right mandate solutions for you are as individual as your goals. VP Vida Custom can be tailored to accommodate your individual requirements, whether in the investment strategy or your wishes regarding its implementation.
| Wealth management fee | p.a. |
|---|---|
| Up to CHF 5 million | 1.00% |
| Up to CHF 10 million | 0.90% |
| Up to CHF 25 million | 0.75% |
| Over CHF 25 million | 0.55% |
Would you also like to have funds and direct investments in your portfolio? No problem. Your portfolio manager has access to all the equity and bond recommendations from our research team.
| Wealth management fee | p.a. |
|---|---|
| Up to CHF 2 million | 0.95% |
| Up to CHF 5 million | 0.85% |
| Up to CHF 10 million | 0.75% |
| Over CHF 10 million | 0.65% |
Implementation of the mandate investment strategy via funds. As well as providing broad scope for diversification, funds also make it possible to respond quickly to new market situations.
| Wealth management fee | p.a. |
|---|---|
| All investment amounts | 0.60% |
This mandate is your path to diversified wealth management. Your assets are aligned monthly based on the chosen investment strategy. This sees inflows automatically invested in low-cost investment products such as ETFs.
| Wealth management fee | p.a. |
|---|---|
| All investment amounts | 0.40% |
Partnership for progress
Lots of people want to get involved. At the same time, they want to structure their assets in a meaningful way. The cooperation between VP Bank and Laureus means that both are possible. Set up your discretionary mandate at preferential conditions while at the same time making a contribution to society. This means you invest not only in markets but also in making an impact.
Get in touch
Would you like a no-obligation consultation and are you interested in a discretionary mandate on preferential terms? Simply get in touch with us by telephone or directly via the contact form.
Get in touch
Would you like a no-obligation consultation and are you interested in a discretionary mandate on preferential terms? Simply get in touch with us by telephone or directly via the contact form.