What is ELVIA e-invest?

ELVIA e-invest is an independent asset manager that determines the client’s risk profile online, and automatically proposes appropriate investment strategies for implementation. The portfolios created are purchased via the cooperating custodian bank and continuously monitored or adjusted if necessary (reallocation).

The personal needs and abilities of the client are recorded in a standardised form by our model-based asset management system. We are therefore only able to respond to the individual wishes and preferences of our clients to a limited extent, and therefore offer them a transparent service at a fair price.