Investments for everyone
At Simplewealth, we believe investing should be simple, clear, and effortless. We want to help you to grow your wealth.
How your money can grow:
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
How to start investing with us
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.
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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.
Simplewealth in the rankings and reviews of specialized media:
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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.
Not sure?
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Where is your money deposited?
Simplewealth uses the infrastructure of global broker Interactive Brokers, including everything relevant to custody services.Accounts for depositing funds may be in different countries and change from time to time. For example, Citibank (London) accounts are currently operated for the Swiss franc.
What are the returns, or what are the results of our work?
We do not disclose the portfolio structure or the results of our individual clients.You can find examples and results for various periods in the relevant article.
Which stocks/bonds/ETFs are invested in?
All of our clients' portfolios are bespoke. For example, they include equity- or bond-based ETFs in proportions suited to clients' goals.
Are services available for corporate bodies?
Yes, we provide services for companies. The onboarding procedure is different, and the minimum amount is currently CHF 100'000
What is the minimum amount I should invest?
The minimum investment amount is CHF 5'000
How expensive are Simplewealth's services?
Our client portfolio management service is 0.5% of the amount under management. So, for example, if you are investing CHF 20'000, you will only pay CHF 100 per year.
Where can I get reports for the tax office?
Simplewealth provides tax reports for your declarations.
How safe are my money and securities?
Interactive Brokers LLC will hold all your money and securities. By creating an account with Smplewealth, you can also open an account with IB, and that is where your money will be held. Each Simplewealth customer has a different IB account.
Since we use IB, your assets have the same protection as if you had an account at IB. In case of bankruptcy, your cash is protected by the FSCS for up 85K GBP.
On top of that, we also get American protection through SIPC. Currently, this gives up to 500'000 USD protection, with maximum protection of 250'000 USD for stocks.
As for regulations, Simplewealth is regulated by VQF and registered with FINMA plus FINOS.
Since we use IB, your assets have the same protection as if you had an account at IB. In case of bankruptcy, your cash is protected by the FSCS for up 85K GBP.
On top of that, we also get American protection through SIPC. Currently, this gives up to 500'000 USD protection, with maximum protection of 250'000 USD for stocks.
As for regulations, Simplewealth is regulated by VQF and registered with FINMA plus FINOS.
Where is your money deposited?
Simplewealth uses the infrastructure of global broker Interactive Brokers, including everything relevant to custody services.Accounts for depositing funds may be in different countries and change from time to time. For example, Citibank (London) accounts are currently operated for the Swiss franc.
What are the returns, or what are the results of our work?
We do not disclose the portfolio structure or the results of our individual clients.You can find examples and results for various periods in the relevant article.
Which stocks/bonds/ETFs are invested in?
All of our clients' portfolios are bespoke. For example, they include equity- or bond-based ETFs in proportions suited to clients' goals.
Are services available for corporate bodies?
Yes, we provide services for companies. The onboarding procedure is different, and the minimum amount is currently CHF 100'000
What is the minimum amount I should invest?
The minimum investment amount is CHF 5'000
How expensive are Simplewealth's services?
Our client portfolio management service is 0.5% of the amount under management. So, for example, if you are investing CHF 20'000, you will only pay CHF 100 per year.
Where can I get reports for the tax office?
Simplewealth provides tax reports for your declarations.
How safe are my money and securities?
Interactive Brokers LLC will hold all your money and securities. By creating an account with Smplewealth, you can also open an account with IB, and that is where your money will be held. Each Simplewealth customer has a different IB account.
Since we use IB, your assets have the same protection as if you had an account at IB. In case of bankruptcy, your cash is protected by the FSCS for up 85K GBP.
On top of that, we also get American protection through SIPC. Currently, this gives up to 500'000 USD protection, with maximum protection of 250'000 USD for stocks.
As for regulations, Simplewealth is regulated by VQF and registered with FINMA plus FINOS.
Since we use IB, your assets have the same protection as if you had an account at IB. In case of bankruptcy, your cash is protected by the FSCS for up 85K GBP.
On top of that, we also get American protection through SIPC. Currently, this gives up to 500'000 USD protection, with maximum protection of 250'000 USD for stocks.
As for regulations, Simplewealth is regulated by VQF and registered with FINMA plus FINOS.
Where is your money deposited?
Simplewealth uses the infrastructure of global broker Interactive Brokers, including everything relevant to custody services.Accounts for depositing funds may be in different countries and change from time to time. For example, Citibank (London) accounts are currently operated for the Swiss franc.
What are the returns, or what are the results of our work?
We do not disclose the portfolio structure or the results of our individual clients.You can find examples and results for various periods in the relevant article.
Which stocks/bonds/ETFs are invested in?
All of our clients' portfolios are bespoke. For example, they include equity- or bond-based ETFs in proportions suited to clients' goals.
Are services available for corporate bodies?
Yes, we provide services for companies. The onboarding procedure is different, and the minimum amount is currently CHF 100'000
What is the minimum amount I should invest?
The minimum investment amount is CHF 5'000
How expensive are Simplewealth's services?
Our client portfolio management service is 0.5% of the amount under management. So, for example, if you are investing CHF 20'000, you will only pay CHF 100 per year.
Where can I get reports for the tax office?
Simplewealth provides tax reports for your declarations.
How safe are my money and securities?
Interactive Brokers LLC will hold all your money and securities. By creating an account with Smplewealth, you can also open an account with IB, and that is where your money will be held. Each Simplewealth customer has a different IB account.
Since we use IB, your assets have the same protection as if you had an account at IB. In case of bankruptcy, your cash is protected by the FSCS for up 85K GBP.
On top of that, we also get American protection through SIPC. Currently, this gives up to 500'000 USD protection, with maximum protection of 250'000 USD for stocks.
As for regulations, Simplewealth is regulated by VQF and registered with FINMA plus FINOS.
Since we use IB, your assets have the same protection as if you had an account at IB. In case of bankruptcy, your cash is protected by the FSCS for up 85K GBP.
On top of that, we also get American protection through SIPC. Currently, this gives up to 500'000 USD protection, with maximum protection of 250'000 USD for stocks.
As for regulations, Simplewealth is regulated by VQF and registered with FINMA plus FINOS.
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© SIMPLEWEALTH AG 2015 — 2022.
MADE WITH ❤️ IN BEAUTIFUL
MADE WITH ❤️ IN BEAUTIFUL
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.
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.
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.
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.
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?
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