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Simplewealth

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Schweiz
Zürich
Simplewealth

Simplewealth is Swiss-made and Swiss-regulated asset management company. We launched our Robo-Advisory solution for everyone, with min. CHF5'000 initial deposit.

Use your cash more efficiently and invest for the long term! www.simplewealth.ch We are members of SRO and FINOS (Finanzombudsman) and since 2015 in this business. We solve the global problem of access to financial market investments for clients with small amounts and exclude the human factor in decision-making. Almost all transactions are automated, which reduces the management fee to 0.5% per ye

ar. This is a significant saving compared to traditional banking (1.8-3.5% annually and a minimum of CHF 100'000 under management). In 2017, we developed a risk profiling algorithm to avoid risky investments and optimise the investment portfolio. The algorithm is improved every year, and I am pleased to announce that we are open again to accepting new clients. The whole onboarding and online identification procedure take 15-20 minutes to open your account. Interactive Brokers open the account under your name; the broker also holds your funds, insured up to USD 500'000. I would be happy if you could just test our system and check how it all works. Please use the link https://onboarding.simplewealth.ch

We are totally independent and not affiliated with any bank or other financial company. It's crucial for us to know that we provide high quality and valuable service. We appreciate your feedback and recommendations.

24/12/2022

Merry Christmas and Happy New Year 2023! 🎄🎅🎁

As we end another year, we want to thank you for your trust and support. It has been a challenging year for all of us, but we are grateful to have had the opportunity to work with such wonderful clients like you.

We hope this holiday season brings you joy, laughter, and time spent with loved ones. May the new year bring you prosperity, good health, and all the blessings you deserve.

From all of us at Simplewealth, we wish you a Merry Christmas and a Happy New Year!

28/05/2022

Another significant update!
A new, useful and simply dashboard: track your investments easily!

17/04/2022

Wir wünschen euch ein frohes und gesegnetes Osterfest. Genießt die Zeit mit der Familie und die ruhigen Tage!

14/03/2022

Finally! We test our iPhone app: https://apps.apple.com/ch/app/simplewealth/id1610294051?l=en

02/03/2022

Thanks to everyone who tested the new features! 👍

We have launched fully online onboarding - you take a survey, get identified, and immediately transfer your details to Interactive Brokers to open an account.

Try it now: https://onboarding.simplewealth.ch

We'd love your feedback!

01/03/2022

We support the Ukrainian people.
Stop the war! 🇺🇦

23/12/2021

Merry Christmas and Happy holidays! All the best from team — your Robo-advisor! 🇨🇭❤️

16/12/2021

We have updated the algorithm for US citizens, so you don't have any worries about Passive Foreign Investment Companies.

Your citizenship (sole or second) is automatically taken into account during onboarding, and only US papers will be in your portfolio.

Swiss Robo-Advisor, proud to serve since 2015. Simplewealth is a digitalized asset management service, made with ❤️ in beautiful🇨🇭.

04/12/2021

Many thanks to everyone who responded and sent comments about the onboarding process - we've made a lot of useful changes! 💪🏻💪🏻
Now, the registration, identification and signing of the asset management contract take only 5 minutes!🏎🏎🏎
Try it now: https://simplewealth.ch

24/11/2021

We've updated our Robo-Advisor service and would appreciate your feedback and recommendations!

During this year the onboarding and portfolio composing have been completely rebuilt. A new dashboard and services will also be launched within a month.

The fees for Asset Management services have not been changed and are 0.5% per year or a minimum of CHF20 per month.
The minimum investment sum is CHF5'000.

Swiss Robo-Advisor, proud to serve since 2015. Simplewealth is a digitalized asset management service, made with ❤️ in beautiful🇨🇭.

26/09/2017

Jeremy, CEO of Simplewealth explains in this short video how it all started

31/08/2017

We have been working hard this summer on our new website. It’s coming live very soon, we hope you will like it!

Adresse

Zürich
8002

Webseite

https://www.simplewealth.ch/

Benachrichtigungen

Lassen Sie sich von uns eine E-Mail senden und seien Sie der erste der Neuigkeiten und Aktionen von Simplewealth erfährt. Ihre E-Mail-Adresse wird nicht für andere Zwecke verwendet und Sie können sich jederzeit abmelden.