About us
Private asset management for everyone
Our values
We have digitalized almost all processes – you can use the same services with as little as 5’000 francs and for just 0.5% a year.
At Simplewealth, we believe investing should be simple, clear, and effortless. We want to help you to grow your wealth.
Asset managers and banks are time-consuming to communicate with; they are expensive and do not accept clients with small amounts.
Innovation
We believe in simple, open, and transparent asset management services. No hidden fees, no surprises.
We believe in simple, open, and transparent asset management services. No hidden fees, no surprises.
We believe in simple, open, and transparent asset management services. No hidden fees, no surprises.
Safety
Transparency
Our History
In 2020, the company was acquired by private investors. This was a new boost for development: the algorithms improved, the number of services provided, and the clients received consistently high performance!
In 2015, two young entrepreneurs with financial services backgrounds, Mr Jeremy Cohen and Mr Adrien Wegschiede, decided to try something new in asset management.
For a year and a half, they created a risk calculation formula that they could use to minimise potential losses and achieve a balanced client portfolio. In the same year, the company, Simplewealth AG, was registered.
In 2017, obtained authorisation to manage client funds from VQF (Swiss Self-Regulated Organisation (SRO), officially recognised by the Federal Financial Market Supervisory Authority (FINMA). All processes were automated – conducted onboarding without human involvement (online). Risk calculation and portfolio building were done through a series of question-and-answer surveys and an algorithm developed by the founders.
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Autorisation
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Simplewealth AG charges and expenses.
Simplewealth AG is a Swiss-based advisory service, designed to assist clients in achieving discrete financial goals. We are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere.
Past performance is not an indicator of future performance. Unless otherwise specified, all return figures shown above are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions.
Investing implies your capital is at risk. The value of your account depends on market movements and you may get back less than you invest.
© SIMPLEWEALTH AG 2015 — 2023.
MADE WITH ❤️ IN BEAUTIFUL
MADE WITH ❤️ IN BEAUTIFUL
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Client securities accounts at Interactive Brokers LLC are protected by the Securities Investor Protection Corporation ("SIPC") for a maximum coverage of $500,000 (with a cash sublimit of $250,000) and under Interactive Brokers LLC's excess SIPC policy with certain underwriters at Lloyd's of London 1 for up to an additional $30 million (with a cash sublimit of $900,000) subject to an aggregate limit of $150 million. Futures and options on futures are not covered. As with all securities firms, this coverage provides protection against failure of a broker-dealer, not against loss of market value of securities. For the purpose of determining an Interactive Brokers LLC client account, accounts with like names and titles (e.g. John and Jane Smith and Jane and John Smith) are combined, but accounts with different titles are not (e.g. Individual/John Smith and IRA/John Smith). SIPC is a non-profit, membership corporation funded by broker-dealers that are members of SIPC.
All your investments are insured. Up to USD 500k
2
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Simplewealth AG charge sand expenses.
How your assets can grow?
1
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