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Private banking for everyone.

At Simplewealth, we believe investing should be simple, clear and effortless. We have been working hard over the last year to reinvent the way people invest their money.

Team

Jeremy Cohen

Founder

Jeremy graduated as an engineer from Ecole Centrale Paris, worked at McKinsey, at UBS and at Leonteq. He has been working with private banks on their strategy and operations. He believes in a new, easier way to invest.

Mark Ainsworth

Customers and Compliance

Mark is an experienced financial services lawyer. He previously worked as Head of Legal and Compliance for a boutique funds management company. Prior to that, he was a Senior Associate for one of Asia-Pacific’s premier law firms. He believes in easy, well designed, automated professional investment management

Advisors

Roberto Plaja

Advisor

Roberto has worked in investment management for over three decades in New York, London, Milano, Paris, and Zurich. Roberto held senior roles with Continental Insurance Company Asset Management, JP Morgan Investment Management and SanPaoloIMI Asset Management. He also headed Goldman Sachs’ Portfolio Advisory Group in London. A CFA, Roberto received a BA from Cornell University and an MBA from Harvard University.

Michael Bloch

Advisor

Senior Partner at a leading Management Consulting Firm, Michael advises financial institutions on large-scale transformations and digital transformation of front, middle and back-offices. He also works on strategy and product roadmap for high-tech and fintech companies. He is widely sought after for his expertise in IT and business strategy.

Our values

Transparency

We believe in being simple, open and transparent. No hidden fees, no surprise.

Safety

We are a Swiss-regulated independent asset manager, partnering with a global custodian and keeping your assets safe.

Innovation

We use technology to change the way things are done and to adapt to our current lives.

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