Certified Asset Manager

ENTRUST AN EXPERT
WITH YOUR ROBO-ADVISOR STRATEGY

All the advantages of the Robo-Advisor
plus guidance from an expert

 

Do you want support and advice on how to make the most of the Robo-Advisor? Benefit from the expertise of a certified asset manager who will recommend a strategy in accordance with your priorities and goals. Combine human expertise with cutting-edge technology to maximise the Robo-Advisor’s potential. And relax in the knowledge that your investments are in safe hands.

Key advantages

1. Enjoy the best of
both worlds
_

The benefits of the Robo-Advisor and the expertise of a certified asset manager

Set your investment objectives with your asset manager, who will use them to produce tailored recommendations for your Robo-Advisor.

2. We are fully independent with no conflict of interest
_

Your portfolio is managed via the Swissquote investment universe, ensuring complete neutrality.

Your asset manager cannot include investment funds managed by his company in your strategy.

3. A reputed asset manager
_

You can count on the expertise of a reputed Swiss firm that is officially licenced for asset management and well-versed in the use of Swissquote’s Robo-Advisor.

The conditions of this service are set directly by the partner.

Pricing

With the additional services of a certified wealth manager, the fee for the Robo-Advisor service is 1.5% of the amount invested.

1.5%

Our partner

Finstoy
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Bespoke service and an innovative solution

With offices in Lausanne and Sion, Finstoy boasts over 50 years’ experience in finance and portfolio management and was a forerunner with our Robo-Advisor.

Why choose Finstoy?

  • As an independent asset manager, Finstoy offers fully regulated portfolio management mandates and services.

  • Its teams receive continuous top-level training and the company uses cutting-edge technology – a combination of expertise and technology that drive its success.

  • Finstoy inspires confidence by being fully transparent and applying strict control mechanisms.

Do you want to know more?

Contact Finstoy directly

 

 

finstoy

 

«Finstoy seeks excellence for each of its clients, using its human capital as a catalyst for success.»

What is a certified asset manager?

The certified asset manager will draw on their knowledge and detailed analysis of the markets to help you set your investment goals as well as making portfolio recommendations. With significant experience in using the Robo-Advisor, the highly qualified expert will act in your best interests at all times. Appointments are made directly with the certified asset manager. Please note that Swissquote has no interests in its partner companies. Swissquote provides the Robo-Advisory features but does not influence the professional guidance provided by the certified partner in any way.

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