Opening an account is entirely online and can be done in less than 5 minutes. French and German are supported.
Descartes Vorsorge offers 5 strategies with different bonds and shares ratios.
It is possible to create a customized strategy by selecting funds from a list of around 10 active funds. The fund provider is OLZ AG.
The following asset classes are available:
Descartes Vorsorge offers ESG funds.
The yearly fee is 0.65% to 0.80%.
Fund buy and sell are performed weekly
Descartes Vorsorge is available on the web.
Descartes Vorsorge has a partnership with UVZH, the foundation from Lienhatrdt & Partner Privatbank Zürich AG. This foundation is based in Zürich.
The management of Descartes Vorsorge is based in Zürich.