Simplewealth makes investment easy, with secure online banking services and tailored plans, to make money for your future while you live in the moment.Invest for your future
Do you have time and ambition?
Can generate in 5 years
You don't have time to take care of your investments? Or not enough for a personal wealth manager?
While you set your plans in motion, Simplewealth will invest your money in a Pillar 3a, in ETF tracking indices and rebalance your portfolio when necessary.Start your first investment
Simple like that.
Simplewealth creates a personalized investment plan just for you: tell us how you are, if you want sustainable investments or a Pillar 3a and we will do the rest for you.
We keep our fees low – just 0.5% of your investments per year and no trading commission fee. Enter and exit when you want to, at no fee and with no commitment.
Keeping your money safe and in your control are our top priorities.
You’re the only one who can deposit or withdraw funds from your account. We cannot. But we issue trading instructions on your behalf so you don’t have to worry about the day-to-day.
Your assets are segregated which means they are kept in your name. Your money will belong to you at all times.
Take a few seconds to answer questions and we’ll show you what your portfolio and investment savings would look like at Simplewealth.
Your answers will be confidential and you won’t pay anything until you make your initial investment.Get a free preview
Fill in your personal details online and upload the necessary documents
Simplewealth reviews your profile and opens your account within 3 days
Start your investment with CHF 6,000