The future of investing.

We provide access to Swiss Wealth Management by combining technology, all-around customer service and a prestigious network of institutions. Our customers and our partners are our most valuable asset.

2020
2021
2022
2023

Digital solution for Asset Management.
Utmost security of funds and data.
Excellent customer service.
Awarded Portfolio Management strategies.
Prestigious network of partners.
Fair and fully transparent fees.

Digital solution for Asset Management.
Utmost security of funds and data.
Excellent customer service.
Awarded Portfolio Management strategies.
Prestigious network of partners.
Fair and fully transparent fees.

Our offer

Wealth management

Your investments do not need to be a headache. Our goal is to make professional investing as simple and straightforward as possible. With just a few clicks, we determine your risk profile and recommend the basic strategy that suits you best. After that, there are no limits to the personal design of your portfolio. The result: wealth management that is 100% tailored to you and your needs.

  • Discretionary mandate with direct investments.
  • Customizable to your preferences.
  • Excellent systematic investment process.
  • Starting from 50’000 CHF.

Vested benefits

Few people pay attention to their vested benefits account. Make provisions for your future now and optimize your retirement assets by investing these funds. This will benefit you – and your financial future. We will support you step by step on your way to achieving this goal.

  • Invest your savings for your future.
  • Your pension funds safely stored.
  • Competently invested and monitored.
  • Starting from 10’000 CHF.

Pillar 3a

The Pillar 3a is an important component of the Swiss pension system. With its help, you not only provide for your retirement, but also save taxes. You decide how you want to invest your pension assets – flexibly and individually. Start shaping your tomorrow today.

  • Direct investments.
  • Tax-optimized provision for retirement.
  • Proven investment strategies that suit your needs.

Private Markets

With Everon, you get access to non-exchange traded investment opportunities. These are usually reserved exclusively for professional and institutional investors.

  • Personal support to choose the right funds.
  • Risk-optimized portfolios.
  • Starting from 10’000 CHF.

The Fintech with 35 years of experience.

Our know-how is at your disposal with the best investment strategies, developed in close cooperation with the family office of Swiss 5 Group, an independent asset management company offering investment advice and management. For the first time we have made these services available to everyone digitally, where we put your needs and wealth at the centre.

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I know that there is no one-size-fits-all solution when it comes to creating wealth beyond money. That's why we always listen to our customers' needs.
Florian Rümmelein
CEO & Co-Founder
MEET OUR TEAM

Security

UBS

UBS is the best-known and largest bank in Switzerland and is globally connected. As such, it offers access to a wide range of markets as well as efficient and secure custody of client assets. The trading infrastructure allows us to meet more exotic client requests and also to welcome foreign clients.

HBL

Hypothekarbank Lenzburg is a listed Swiss universal bank and our partner for the safekeeping of your assets. Thanks to its low-risk business model and technological innovation, it is a reliable partner for us to build digital asset management on a stable foundation.

Liberty

Liberty is a Foundation for 3a Retirement Savings. Liberty is one of Switzerland's leading pension providers and manages around CHF 4 billion in client assets.

Interested to find out more?

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