Investments for everyone

At Simplewealth, we believe investing should be simple, clear, and effortless. We want to help you to grow your wealth.

We have been developing and improving our mathematical models since 2015. This allows us to preserve and grow client assets.

You don't have to wait: our service allows to define your preferences, create a risk profile, and identify you in 10 minutes. With or without human involvement.

We do not hold your funds and only manage them according to your goals. Simplewealth is a partner of Interactive Brokers, which provides its custody services, platform and functionality.

What makes us better?

We also work with citizens of the European Union and citizens of the USA if they are registered and have tax residency in Switzerland or Europe

Americans & Europeans are welcome!

Have you invested before?

If you hold CHF 1’000’000 and more — you will pay only 0.4% annually!

Our asset management services fee is 0.5% annually, depending on the amount in your investment account.

We do not charge additional trading fees, commissions, performance fees, administration fees, entry or exit fees! All your investments are insured against the bankruptcy of Interactive Brokers (custody) up to USD500'000.

Not only do we save you time: we use our knowledge to develop and rebalance portfolios, we prepare tax statements and all this for a flat fee.

Our fees include

Quick and reliable onboarding procedures without timewasting; using tax-saving strategies like Tax Loss Harvesting.

Option to invest in ESG/Socially Responsible (Environment, Social and Governance) compliant business.

Automatic features like portfolio rebalancing, dividend reinvestment, and auto-adjustments.

Investment portfolio creation, based on your goals, risk appetite and the current life situation.

How to start:
step-by-step

We will ask you some personal questions about you, your life, your goals, and your financial situation.
Don't be confused: this has no human involvement, and your answers and numbers are needed for the calculation for your personal risk profile.

Your investment profile

We need to make sure that you really exist. You will need a proof of address (utility bill), your passport and a quiet place to take a selfie.
You can use your phone or a webcam.

Online identification

We will ask you to answer approximately 10-15 questions to understand your goals, investment expectations, and investment horizon. Our unique algorithm uses answers that calculates the risks and give you an approximate investment outcome.

The questionnaire may feel long and too personal to you, but in the end, our team can only view the result – the calculated risk level (1-2-3-4-5). It is done without any human involvement.

After consultations with our experts, you can also change this level by yourself and get riskier and potentially more profitable.

Get a preview

Sign the contract!

In the end, you have to sign your contract online (literally, just print on the keyboard, e.g. JOHN SMITH). A printed version with our signature will be send by post.

What happens then? The data we have collected will be sent to our custody bank to open an account.

The account will be opened under your name, and you will also receive access details in a separate email directly from the bankers.

Completely safe & confidential

You are the only one who can deposit and withdraw funds from your account. We are your manager.

All your data is securely stored in Switzerland, governed by Swiss law.

You will hold low-cost ETFs that track the market. So you won’t be taking bets on single companies.

Your money is held in a custodial account in your name and belongs to you at all times.

Get a free preview!

Take just a few minutes, answer the questions in our questionnaire and get a personalized estimate for the next 10 years.

Our algorithm empowers you to create a portfolio based on your preferences and goals.