Private wealth management for everyone
At Simplewealth, we believe investing should be simple, clear and effortless. We want to help you to grow your wealth.
Asset managers and banks are time-consuming to communicate about; they are expensive and do not accept clients with small amounts.
We have digitalised almost all processes - you can use the same services with as little as 5'000 francs and for just 0.5% a year.Let’s try how it’s work
In 2015, two young entrepreneurs with financial services background, Mr Jeremy Cohen and Mr Adrien Wegschiede, decided to try something new in wealth management.
For a year and a half, they created a risk calculation formula that could be used to minimise potential losses and achieve a balanced client portfolio. In the same year, the company, Simplewealth AG, was registered.
In 2017, authorisation was obtained from VQF (Swiss Self-Regulated Organisation (SRO) and Organisation of Independent Asset Managers (BOVV), officially recognized by the Federal Financial Market Supervisory Authority (FINMA) to manage client funds. All processes were automated - onboarding was conducted without human involvement (online). Risk calculation and portfolio building were done through a series of question-and-answer surveys and an algorithm developed by the founders.
In 2020, the company was acquired by private investors. This was a new boost for development: the algorithms are improved, the number of services provided is increased, and clients receive consistently high performance!
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