AN INVESTMENT SOLUTION
TO FIT EVERY NEED

Demanding investors and savers require a financial solution that lives up to their aspirations.


Invest Easy

Newbie-friendly guided investing and saving

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COMING SOON

 


Invest 3A

3A pillar investment with tax advantage

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Robo-Advisory

The quintessence of customisation
 

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Invest Easy
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Our ready-made, simplest solution for those seeking to test the investment waters or explore their saving possibilities. With different risk-level options for their comfort.

• Attractive saving interests and investment return opportunities

 Professionally predefined strategies for every risk appetite or saving goals

Two types of strategies:

Saving strategy
Multi-currency and fee-free with interests up to 2% and no minimum deposit

 

Investment strategies
Competitive fees & small entry deposit from CHF 500

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COMING SOON

Invest 3A
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The right fit for clients looking to invest their 3A pillar, this solution is designed as a formula for long-term saving with tax advantage.

• Accessible and intuitive saving

 Tax-incentivised investment

 Guidance through predefined strategies

Strikes your fancy? Fill out the form and be the first to know when Invest 3A is available!

 

Invest-3a

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Robo-Advisory
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For seasoned investors craving some self-service automated investment – customisation and sophistication all at once.

• Large investment universe: equities, bonds, ETFs, crypto and more!

 Highly-customisable strategies

 Versatile automatic rebalancing

 Currency hedging

 Entry deposit from CHF 50'000
 

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Here along the way
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