Simplewealth

Simplewealth

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Simplewealth is Swiss-made and Swiss-regulated asset management company. We launched our Robo-Advisory solution for everyone, with min. CHF5'000 initial deposit.

Use your cash more efficiently and invest for the long term! www.simplewealth.ch We are members of SRO and FINOS (Finanzombudsman) and since 2015 in this business. We solve the global problem of access to financial market investments for clients with small amounts and exclude the human factor in decision-making. Almost all transactions are automated, which reduces the management fee to 0.5% per ye

24/12/2022

Merry Christmas and Happy New Year 2023! 🎄🎅🎁

As we end another year, we want to thank you for your trust and support. It has been a challenging year for all of us, but we are grateful to have had the opportunity to work with such wonderful clients like you.

We hope this holiday season brings you joy, laughter, and time spent with loved ones. May the new year bring you prosperity, good health, and all the blessings you deserve.

From all of us at Simplewealth, we wish you a Merry Christmas and a Happy New Year!

28/05/2022

Another significant update!
A new, useful and simply dashboard: track your investments easily!

17/04/2022

Wir wünschen euch ein frohes und gesegnetes Osterfest. Genießt die Zeit mit der Familie und die ruhigen Tage!

14/03/2022

Finally! We test our iPhone app: https://apps.apple.com/ch/app/simplewealth/id1610294051?l=en

02/03/2022

Thanks to everyone who tested the new features! 👍

We have launched fully online onboarding - you take a survey, get identified, and immediately transfer your details to Interactive Brokers to open an account.

Try it now: https://onboarding.simplewealth.ch

We'd love your feedback!

01/03/2022

We support the Ukrainian people.
Stop the war! 🇺🇦

23/12/2021

Merry Christmas and Happy holidays! All the best from team — your Robo-advisor! 🇨🇭❤️

Swiss Robo-Advisor for automated investment strategies. 16/12/2021

We have updated the algorithm for US citizens, so you don't have any worries about Passive Foreign Investment Companies.

Your citizenship (sole or second) is automatically taken into account during onboarding, and only US papers will be in your portfolio.

Swiss Robo-Advisor for automated investment strategies. Swiss Robo-Advisor, proud to serve since 2015. Simplewealth is a digitalized asset management service, made with ❤️ in beautiful🇨🇭.

04/12/2021

Many thanks to everyone who responded and sent comments about the onboarding process - we've made a lot of useful changes! 💪🏻💪🏻
Now, the registration, identification and signing of the asset management contract take only 5 minutes!🏎🏎🏎
Try it now: https://simplewealth.ch

Swiss Robo-Advisor for automated investment strategies. 24/11/2021

We've updated our Robo-Advisor service and would appreciate your feedback and recommendations!

During this year the onboarding and portfolio composing have been completely rebuilt. A new dashboard and services will also be launched within a month.

The fees for Asset Management services have not been changed and are 0.5% per year or a minimum of CHF20 per month.
The minimum investment sum is CHF5'000.

Swiss Robo-Advisor for automated investment strategies. Swiss Robo-Advisor, proud to serve since 2015. Simplewealth is a digitalized asset management service, made with ❤️ in beautiful🇨🇭.

26/09/2017

Jeremy, CEO of Simplewealth explains in this short video how it all started

31/08/2017

We have been working hard this summer on our new website. It’s coming live very soon, we hope you will like it!

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Zürich
8002