A Personalized Portfolio
We’ll help you build the most suitable portfolio for you and your financial goals
A proven investment strategy
A passive investment strategy trumps active stock picking 99 times out of 100. The right mix of asset classes offers crucial diversification across a variety of market conditions, and reducing correlations between asset classes ultimately helps drive an investor’s risk-adjusted returns.
With diversified assets
In a growing economic environment, earnings and profits grow and the shares of companies tend to do well. When investors are risk averse, they tend to allocate to bonds given their fixed payments and limited expected downside. These fundamentally different economic streams of returns means that historically, these asset classes have been suitable for diversification.
And reduced risk
Our academic advisors and research have helped us to develop a re-balancing methodology that allows our investors to see results whilst minimizing risk through readjusting their asset allocation weightings.
Accounts to suit your goals
The General Investment Account is our most popular account. One must be over 18 years old to create one, and may be liable to income and capital gains tax on any growth in his/her portfolio.
An Individual Savings Account for UK tax payers that enables the holder to invest up to a certain amount without having to pay any income tax or capital gains tax on returns. This year’s allowance is £20,000.
Our Junior Individual Savings Account enables friends and family to contribute up to £4,260 towards your child’s portfolio, without having to pay the tax man. To sweeten the deal our JISA’s go management fee free.
Are you representing a Multi Family Office or small to medium sized business and investigating liability driven Treasury Management solutions? We’ve got the proposition and account structure for you, so contact us today!
Your investments are safe with us
We take security and privacy very seriously. Rest assured that we are committed to protecting your investments and upholding the highest security standards possible.
Out with the old. In with the new.
In 2013, we became tired of waiting for someone else to offer the investment approach and experience we had long been awaiting. A platform to deliver bespoke portfolios around Europe could be built, because we had just tested our first working prototype.
Since that summer, our mission has been to build a company that enables anyone to easily convert their savings into diversified investments.
Today, we are available in 32 countries, working with some of the best ETFs in the world and depositing investments in leading financial institutions. Having had removed layers of unnecessary intermediaries, we can offer a transparent end to end service at a fraction of the costs to incumbents. No longer must investors suffer from the ridiculous fees and conflicts of interest associated with traditional wealth management options.
We now are the most downloaded Robo-Advisor App in Europe and have also started offering services to other companies. Perhaps the time has come for you to start a simulation or open a real-money account in Pounds, Euros or Dollars?
We hope to meet you soon!