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Private Clients - Switzerland

Step 2: How Much Money Do I Have at My Disposal to Build up Assets?

Your individual spending plan shows you the amount you are able to invest and for how long without putting you or your family in financial difficulties.

Budget Calculator

You can use the Budget Calculator to work out how much of your income you can set aside to build up your assets. The calculator compares your income to your outgoings to calculate how much spare cash you have.

Example of Budget Calculation Using the Budget Calculator (in CHF per year)

Using the Budget Calculator, you have worked out the amount you are able to invest. In the next step, we will show you ways of making the most of your money.  

  Step 3: What Is My Investment Profile, and How Do I Achieve My Objectives?

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Phone 0848 880 844  

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