Wealth management & savings
Let us manage what should grow long term, and let the rest sit safely earning interest in the savings account. All in one platform.
A plan built around your needs
No two portfolios are alike, because no two goals are. We build the mandate around your risk appetite, your horizon and what the capital should do for you.
Everything starts with a review of your needs: how long the capital should work, how much movement you are comfortable with along the way, and what matters most to you — growth, stability or regular withdrawals. From that you receive a plan and a portfolio that is yours, not a ready-made template.
The portfolio is rebalanced continuously by our AI models under the oversight of our professional team, and the plan is adjusted when your circumstances change. You see every holding and every cost in the platform, receive a quarterly report that can be read without a dictionary, and can end the mandate whenever you like — no lock-in, no exit fee.
The savings account
Idle cash should not stand still. The savings account pays a variable rate in CHF, EUR and SEK from the first franc, with no minimum deposit. The rate follows market conditions and the current level is always shown in the platform. Money moves freely between savings, management and trading — without waiting.
Three steps to get started
From the first conversation to a mandate that follows your plan.
Review
A personal conversation about your risk appetite, your horizon and what the capital should do for you.
Your plan
You receive a plan and a portfolio tailored to your needs — with the expected risk level and every cost in black and white.
Ongoing management
We handle the rebalancing and adjust the plan when life changes. You follow everything in real time.
Managed capital is invested in the market and can both grow and fall in value. Past performance is no guarantee of future returns.
CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. XX % of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Past performance is no guarantee of future results.