Online investment – in line with your needs and wishes

Whether you are saving for your retirement, fulfilling your dream of buying your own home or simply want to hand over the management of your assets to someone else: your needs regarding how your assets should be invested differ according to your situation in life.

How much security do you want?

At ELVIA e-invest, your desire for security is our priority. For that reason, you decide yourself how much security you would like to have.

How much return do you want to achieve?

Our experience of wealth management will be of great benefit to you when it comes to estimating your risk capacity. To put it simply, we make sure that you do not take on too much risk, and that you achieve the optimal returns for the risk you have taken on.

We want to give you the opportunity to invest your money securely

An individual investment strategy that you feel comfortable with

To ensure that your investment strategy is the right one for you, we take into account how you would react to price fluctuations. If your tendency is to stay calm and wait for the markets to recover, we will recommend opportunity-oriented strategies to you. In the case of investors who are unsettled by fluctuations, we recommend stable portfolios.
  • We take into account your risk appetite, which includes such factors as how you would behave in the event of price fluctuations.
  • Your investment experience and knowledge is also incorporated into the choice of a suitable investment strategy.
  • We pay attention to the compatibility of your desire for security and your willingness to take risks.

Your situation in life is the deciding factor

A risk that you can bear

How much money can you invest over an extended period of time and what reserves do you have at your disposal? We take into account your personal situation in life and your financial possibilities. Your individual investment horizon also has an important role to play.
  • If you are able to invest on a long-term basis, we recommend opportunity-oriented strategies to you.
  • If you have a medium-term investment horizon, we ensure that the fluctuations in your portfolio are moderate.

Online – what does this mean for you as an investor?

In order to meet your needs, your investment strategy is calculated in such a way as to eliminate all emotional factors. Management fees are lower than with conventional investments as the management takes place digitally.

Individual, convenient and efficient

You open your custody account effortlessly and with no paperwork in just a few minutes. You can then access your personal portfolio at any time in your Cockpit.

The human element is retained

Online wealth management does not mean that nobody is personally responsible for the quality of your investment product. Your product is backed up by the expertise of Allianz Suisse.

Highly rational wealth management

Your investment is managed with digital algorithms, eliminating all emotions from the investment process.

We establish your investor profile with just a few pieces of information

Invest your capital – in keeping with your situation in life

Are you looking to finance a building project or save for your retirement? If we recommend an investment strategy for you, it must be suited to you personally and to your situation in life. To ensure that this is the case, we ask you to answer a few questions for us. The questions are about your previous investment experience, your behaviour as an investor and your financial situation.
  • You define the investment objective
  • You decide how much security you would like to have
  • We help you to establish your investor profile

Direct access to optimised investment strategies with our experience

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