Swanest puts back the people at the heart of financial services. We empower Do-It-Yourself investors with technology that helps building and managing personalised investment portfolios.
"The online service allows users to buy risk-rated model portfolios that are comprised of exchange traded funds (ETFs). Stocks or additional ETFs can be added, with suggestions tailored according to the user’s favoured themes, sectors and regions. The team would like to add mutual funds to the platform in the future."
http://citywire.co.uk/wealth-manager/news/perso...
"The online service allows users to buy risk-rated model portfolios that are comprised of exchange traded funds (ETFs). Stocks or additional ETFs can be added, with suggestions tailored according to the user’s favoured themes, sectors and regions. The team would like to add mutual funds to the platform in the future."
http://citywire.co.uk/wealth-manager/news/perso...
Discussion
Salvatore Grisanti
5 years, 8 months
"The online service allows users to buy risk-rated model portfolios that are comprised of exchange traded funds (ETFs). Stocks or additional ETFs can be added, with suggestions tailored according to the user’s favoured themes, sectors and regions. The team would like to add mutual funds to the platform in the future." http://citywire.co.uk/wealth-manager/news/perso...
‘Personalised’ robo-adviser poised for UK launch
A Belgian team of fintech entrepreneurs is planning to launch a personalised robo-advice proposition, combined with online brokerage services.
Salvatore Grisanti
5 years, 8 months
"The online service allows users to buy risk-rated model portfolios that are comprised of exchange traded funds (ETFs). Stocks or additional ETFs can be added, with suggestions tailored according to the user’s favoured themes, sectors and regions. The team would like to add mutual funds to the platform in the future." http://citywire.co.uk/wealth-manager/news/perso...
‘Personalised’ robo-adviser poised for UK launch
A Belgian team of fintech entrepreneurs is planning to launch a personalised robo-advice proposition, combined with online brokerage services.