ETF portfolios covering a broad range of risk and return profiles
Our advisers will discuss your situation, objectives and investment strategies. The cost for our advice and for managing your ETF portfolio is c.0.85% net* per annum of the value of your portfolio.
Fifteen variants on five low-cost, diversified, actively managed ETF portfolios, together with professional advice.
Starting from a portfolio size of USD 100,000, you can benefit from personalised advice and an ETF portfolio appropriate for your specific requirements. The cost for this is c.0.85% net* per annum.
You retain complete control of your account at all times and can access it online 24/7. You also have the possibility to withdraw cash up to 70% of the value of your portfolio, at interest rates well below those offered by most banks. You can also employ up to 5-to-1 leverage within your account at the same highly attractive interest rates.
You can also elect to lend out the ETFs in your portfolio in order to generate additional income.
*Gross annual portfolio management fee of 1% per annum, estimated income from ETF lending of 0.15% per annum.