Hi all, I was reading various threads but decided to open a new one with more details on the situation.
Wife has chf 100k in various ETFs at UBS. I finally managed to convince her that fees are crazy not only for custody but individual purchases.
She knows a little about investing but whatever happens to me I d feel more comfortable she uses Swiss based platform and I was thinking of PF.
There is one option of myself moving funds from IB to her PF
Or other option about herself buying directly on PF. We are talking about 5k/2 months or 7.5k/3 months. This frequency. Given her lower financial market experience, I am inclined to recommend she continues to buy VWRA rather than VT to avoid any US domiciled issues if I am gone.
Regarding UBS, we will liquidate thematic funds/ETFs after planned horizon and move them to PF afterwards.
I know IB is best and no comparison. However, considering this amount and wife preference / easiness for PF, do you think it’s such a bad deal PF or acceptable in your view?
Thanks a lot for any support