Descartes is a leading digital Swiss investment advisor bringing together the latest insights in financial theory, leading technology, and successful investment specialists.

Country: Switzerlanddescartes

Year: 2015

Descartes Finance AG is a Swiss digital investment advisory platform, providing its products and services to individuals, charitable organizations, and wealth managers.

Concept

  • Descartes Finance AG is a Swiss digital investment advisor, providing its products and services to individuals, charitable organizations, and wealth managers

Consumer Benefits

  • Guided or Custom Portfolio Management: at Descartes, the user has the management of their portfolio automatically guided by the proven expertise of the investment specialists of his choice. They can also modify and extend their expert portfolio any time in line with their specific needs and preferences.
  • A wide range of portfolio management systems: backed by intelligence, analysis tools and broad market data coverage, Descartes enables discerning investors to construct and manage their own strategies and portfolios. There are more than 10,000 investment instruments to choose from, ranging from equities and bonds to ETFs and funds.

How To Use

  • Descartes’ offerings start from an initial investment of CHF 50,000. Some of the strategies require a large number of single instruments to yield efficient diversification benefits. They therefore might ask for a higher minimum balance.

Illustration

Herebelow is a description of Descartes (German only).