SERVICES

Bank Card

A cornerstone of our services is to support with the opening of a bank account in a leading Swiss bank. In this respect our clients benefit from our longstanding and solid relationships with our partner banks. Besides Switzerland we offer Liechtenstein and Singapore as banking jurisdictions.

With this cornerstone of a financial safe haven in place, we analyze our client’s financial needs and requirements. This is how we can optimally shape the asset management strategy to the client’s private and financial situation.

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Discretionary Asset Management is the right choice for clients who like to profit from JMI BROKERS AG LTD’s high level of professionality and reliability. We offer the following three basic investment strategies:

  • Conservative
  • Balanced
  • Growth

Based on the basic investment strategy the client’s personal strategy is individually tailored to his or her private and financial situation as well as to the personal investment objectives.

How do you invest your money?

  Traditional JMI management Online trading Savings account JMI BROKERS AG
Minimum investment CHF 50'000 to 500'000 CHF 0 to 2'000 - CHF 8'500
Costs 0.75-1.5% base cost + third-party fees and hidden costs At least 0.1% per trade + custody fees - 0.50%
Convenience Very time consuming Requires time and knowledge Easy to set up Easy to set up and very user-friendly
Withdrawals Once a week to once every three months depending on your contract Trading required prior to withdrawal Monthly limits + 3-6 month notice periods Anytime within 3-7 days – No limit
Potential global returns High participation, but high fees reduce your returns Reduced long-term potential No High participation

Radically lower costs. Year after year.

We believe that costs must not stand in the way of decent returns. This is why we only select investment instruments with the lowest costs and strive to have our processes fully automated. Thus we can often push total costs to below one percent. A tiny difference at first glance. But if you add interest and compound interest, the long-term benefit is substantial.

0 Jahre5 Jahre10 Jahre15 Jahre20 JahreCHF 100'000CHF 150'000CHF 200'000CHF 250'000CHF 80'000CHF 279'597
CHF 232'998CHF 191'428

Investment Amount

100'000 CHF

Assumed portfolio return Assumed return of the investment portfolio before any costs.

5.00 % per year

JMI BROKERS AG Our JMI management fee is 0.5% per year on the average amount of assets. Our fee includes transaction costs (brokerage). In addition, there will always be product costs – with our choice of ETFs, however, only around 0.18%

0.68% per year

Private Banking The direct costs of a traditional JMI management mandate may vary widely. Total costs below 1% are very rare, though.

1.70% per year

Additional return in 20 years The compounding effect magnifies costs benefit massively in the long term.

41'569 CHF
Costs private banking

Don't try to beat the market

Invest passively. Few investors outperform the market. For every investor who does, there is another who loses out. Even for professionals it's a zero-sum game in the long run.

Be part of it. The economy will grow in the long term. Not by the same amount each year, and not everywhere to the same extent. Only those who invest can benefit from this growth, even better so without stock picking or market timing. Those who don't invest though will only experience one effect: inflation eroding their JMI.

Curious about our investment approach?

Let markets do the work for you

Sit back and relax. There are many investment instruments today that passively replicate an index. They offer a cost-efficient way to participate in the market and we've selected the best of these instruments for you.

Automated portfolio management. Together with you, we tailor your investment strategy to your personal needs and recommend a portfolio that perfectly matches your personal return targets and risk tolerance ‐ and that you can adjust according to your personal preferences.

All done online ‐ in less than 10 minutes.

Our independence for your assets

We are independent in our investment decisions and act exclusively in your interest. We select brokers, banks and investment products based on one aspect only: what is best for your assets? This means:

  • No kickbacks.
  • No in-house investment products.
  • Transaction costs included
  • No product distributorships

A selection of two custodian banks

Your assets with the custodian bank will always remain invested in your own name. You can chose from an international banking group and a bank with a government guarantee:

  • Basellandschaftliche Kantonalbank (BLKB) has a government guarantee from the canton of Baselland.
  • Saxo Bank (Switzerland) Ltd, with Swiss banking license and deposit protection up to CHF 100,000.

Security of the highest order

  • 128-bit encryption: an online platform that is more secure than bank secrecy.
  • Swiss client confidentiality: discretion is the law.
  • Access your money at all times and deposit and withdraw funds whenever you want.
  • Independent custodian: we invest your money, but you can access it at any time.

Any questions? Give us a call!

You have questions or want to give us some feedback? No problem. You can reach us Monday to Friday from 9am to 6pm under +41215881088 or via E-Mail at backoffice@jmibrokers-ag.ch.