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.
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:
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?
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.
Assumed portfolio return Assumed return of the investment portfolio before any costs.
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%
Private Banking The direct costs of a traditional JMI management mandate may vary widely. Total costs below 1% are very rare, though.
Additional return in 20 years The compounding effect magnifies costs benefit massively in the long term.
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.