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    Personal Details

    Personal status*

    Would you like to open a joint account with somebody else?

    Occupation and US-Tax status

    Groups of occupations*

    Group of occupation*

    Are you a US-resident? *
    Do you have a link to the US («us-person»)*

    Unfortunately, we are not able to open an account for us-persons. back to homepage.

    Your investment experiences

    Years of experience in investing:

    Experience in “asset management” services:

    Experience in “investment advisory” services:

    Please let us know how many investment transactions you do per year:

    Money Market and the like:

    Bonds and the like:

    Stocks and the like:

    Hedge-Funds and the like:

    Private Equity and the like:

    Real Estate and the like:

    Crypto Currencies and the like:

    Precious metal and the like:

    Commodities and the like:

    Your investment goals

    Your investment horizon in years:

    Amount to invest (in CHF):

    Your Subjective risk appetite according to your personal desires:

    Your regular income (in CHF):

    Your wealth (in CHF):

    Your current liabilities:

    Your investment goal:

    Your Objective risk appetite according to your personal desires (without any financial implications on your side):

    Your reference currency:

    Choose your investments (or let it up to us)

    Who will do the investment proposal?*

    Your favoured investment strategy / risk class*:
    Asset class ETF ESG max
    (no ETF available; cash remains on the account)
    iShares Swiss Domestic Government Bond 7-15yr
    iShares EUR Goverment Bond 5-7yr
    iShares Global Goverment Bond
    VanEck J.P. Morgan EM Local Currency Bond
    iShares Core CHF Corporate Bond
    SPDR Bloomberg SASB Euro Corporate 
    SPDR Bloomberg SASB U.S. Corporate
    VanEck Emerging Markets High Yield
    WisdomTree AT1 CoCo Bond
    UBS Swiss Performance Index
    DWS Xtracker DAX
    VanEck European Equal Weight Equity
    UBS S&P 500
    UBS MSCI Emerging Markets Socially Responsible
    UBS Global Gender Equality
    UBS MSCI World Climate Paris Aligned
    UBS SXI Real Estate
    Lyxor Bloomberg eq.-weight Commodity ex-Agriculture
    Swisscanto Physical Gold
    21Shares Krypto Basket 
    iShares Listed Private Equity
    UBS HFRX Global Hedge Fund Index

    Important: Depending on your investment amount not all asset classes are available to invest! In such cases we will contact you again to find an asset mix which still fits to your goals.

    Privacy policy

    The protection of your personal data is important to us. Therefore, we always process them strictly in accordance with the legal regulations and based on the existing and future business relationships between you and us.

    Detailed information on our privacy policy


    • agree to the asset management contract of Keller Vermögensverwaltung AG (terminable at any time; no minimum contract term!)
    • act in one's own economic interest and not at the instigation of others (in particular not as a trustee).

    Place an order with us now to open an account with our partner bank

    After that, you must:

    • only let yourself be legitimized and
    • send us back the signed asset management contract and the account opening contract of the partner bank (we will prepare them for you and send them by post; Reply envelope included!)