FT Adviser - Passive platform announces fee cut
•
0 likes•377 views
ETFmatic, a provider of exchange traded funds (ETFs) has announced a reduction in its fees. The annual management fee on its range of passive portfolios of less than £25,000 will be 0.48 per cent, a reduction of 0.02 per cent. For portfolios of greater than £25,000, the annual management fee drops to 0.29 per cent, from the previous 0.30 per cent. When admin and tax costs are added, this takes the total expense ratio of the portfolios will be 0.60 per cent for the portfolio below £25,000, and 0.45 per cent for those above, according to the company.
Report
Share
Report
Share
Download to read offline
Recommended
An Aha Moment Kognitas
My name is Pedro Lau Semedo. I’m the CEO of Kognitas and I’m co-founder with Luis Rivera, and Alejo Martínez-Sansigre. And we are a wellbeing startup focusing on wellbeing for geeks.
We provide an integrated service where we give people a chance to experiment from different challenges and little lifestyle changes delivered through chatbots. You have smart scales and a smart watch and a continuous glucose meter, and then people check at their wearable data and sensor the data and see if things are working.
On top of that, we have support through personal health coaches. That really guide you through what things to change or what things are making an impact and, and the hope is that little by little people will make small changes, integrate their mass habits, and over time they will compound into big changes.
Because I identified that whatever worked for me, probably work for a lot of other people in my situation: you know, middle aged people, professionals that don’t have a lot of time, they probably have kids. They’re already having the first signs of an unhealthy metabolism and lifestyle. Like, high cholesterol, high blood pressure. And, uh, we found that this worked much better than the typical fat diet, trying to go to the gym, not going to the gym, and all of those typical things that people are told to do.
https://www.digitalocean.com/resources/podcast/aha-moment-kognitas
Artificial Intelligence and Robo Financial Advising
ETFmatic presentation at Imperial College (July 2018)
Blood, sweat and tears
A few snapshots about my path to well-being
University of Florida , October 2022
Aion bank acquires ETFmatic
Aion Bank, a full service digital bank, today announced the acquisition of ETFmatic. ETFmatic works with some of the best exchange traded funds (ETFs) in the world to offer a transparent end-to-end service to investors.
Belgiums Aion bank has acquired London robo advisor ETFmatic
The neobank is looking to boost its investment proposition.
Belgium’s Aion Bank has acquired London robo-advisor ETFmatic
Image source: Aion Bank.
Aion Bank has acquired low-cost ETF investment platform ETFmatic, a new digital bank in Belgium backed by private equity giant Warburg Pincus.
Aion launched last March as a subscription-based bank, with its €3.90/month Light account offering high-interest rates of up to 1 per cent and its €19/month Premium account offering automated ETF investing.
This is where the ETFmatic acquisition comes in, Aion says the deal will help it create new investment products in more countries, while ETFmatic will continue to operate as a stand-alone brand.
Wealth and investment offerings are fairly few and far between among digital banks right now. Currently, Revolut offers direct access to stocks, crypto and commodities trading, but not the kind of robo-advice offered by a Nutmeg or Wealthify.
Aion Bank, now with ETFmatic’s help, is clearly trying to find a market in the middle for neobank plus robo-advisor.
For ETFmatic the deal will also see an expansion of its white-label service across Europe, the service which Aion used to launch its ETF investment product.
“ETFmatic has been a great partner since our Belgian launch in March 2020,” said Aion CEO Wojciech Sobieraj.
“We are the bank designed to help our members save and earn more, and portfolio management is a key product as we prepare to expand across Europe.”
Next up on that expansion is Poland, where the bank is due to do live later this year.
Johan Hellman, CEO of ETFmatic, said: “ETFs have seen significant growth during the pandemic, and I anticipate investors will continue to look to ETFs as we see market recovery in the quarters to come.”
The deal has already been approved by the UK’s Financial Conduct Authority and is effective immediately, no financial details of the deal were disclosed.
FT Adviser - Robo-adviser launches tax monitoring feature
Europe-wide robo-adviser has launched a capital gains harvesting feature to help its clients optimise their investments and reduce the need for aggressive asset allocation rebalancing.
ETFmatic's new feature will work by identifying and selling those ETFs that have increased in value and replacing them with similar ones to ensure the same asset allocation exposure is maintained for clients.
The robo-adviser claims to be Europe's only digital wealth management platform that offers ETF portfolios in sterling, Euros and US dollars.
Luis Rivera, chief executive of ETFmatic, said: "Investors in Europe deserve cost effective portfolio management with asset allocations that make sense to them. Our aim is to offer clients more of the kinds of services that have historically only been available to individuals with several million to invest.
"Since our launch two years ago, we have continuously been developing new solutions which add further value to our services. The new capital gains feature lays the groundwork for further tax optimisation tools around loss harvesting in the future."
ETFmatic will begin rolling out the service to clients in 32 European Union states. Initially, it will only be available to eligible clients with portfolios of GBP/USD/EUR 50,000 plus.
The company has said those who are not familiar with capital gains tax or the tax-free allowance should seek professional tax advice before deciding whether to enable the feature on their account.
It charges 0.48 per cent on portfolios of up to GBP/EUR/USD 25,000, and 0.29 per cent for those of more than GBP/EUR/USD 25,000 and above.
ETFmatic has not disclosed how much it has in assets under management.
Recommended
An Aha Moment Kognitas
My name is Pedro Lau Semedo. I’m the CEO of Kognitas and I’m co-founder with Luis Rivera, and Alejo Martínez-Sansigre. And we are a wellbeing startup focusing on wellbeing for geeks.
We provide an integrated service where we give people a chance to experiment from different challenges and little lifestyle changes delivered through chatbots. You have smart scales and a smart watch and a continuous glucose meter, and then people check at their wearable data and sensor the data and see if things are working.
On top of that, we have support through personal health coaches. That really guide you through what things to change or what things are making an impact and, and the hope is that little by little people will make small changes, integrate their mass habits, and over time they will compound into big changes.
Because I identified that whatever worked for me, probably work for a lot of other people in my situation: you know, middle aged people, professionals that don’t have a lot of time, they probably have kids. They’re already having the first signs of an unhealthy metabolism and lifestyle. Like, high cholesterol, high blood pressure. And, uh, we found that this worked much better than the typical fat diet, trying to go to the gym, not going to the gym, and all of those typical things that people are told to do.
https://www.digitalocean.com/resources/podcast/aha-moment-kognitas
Artificial Intelligence and Robo Financial Advising
ETFmatic presentation at Imperial College (July 2018)
Blood, sweat and tears
A few snapshots about my path to well-being
University of Florida , October 2022
Aion bank acquires ETFmatic
Aion Bank, a full service digital bank, today announced the acquisition of ETFmatic. ETFmatic works with some of the best exchange traded funds (ETFs) in the world to offer a transparent end-to-end service to investors.
Belgiums Aion bank has acquired London robo advisor ETFmatic
The neobank is looking to boost its investment proposition.
Belgium’s Aion Bank has acquired London robo-advisor ETFmatic
Image source: Aion Bank.
Aion Bank has acquired low-cost ETF investment platform ETFmatic, a new digital bank in Belgium backed by private equity giant Warburg Pincus.
Aion launched last March as a subscription-based bank, with its €3.90/month Light account offering high-interest rates of up to 1 per cent and its €19/month Premium account offering automated ETF investing.
This is where the ETFmatic acquisition comes in, Aion says the deal will help it create new investment products in more countries, while ETFmatic will continue to operate as a stand-alone brand.
Wealth and investment offerings are fairly few and far between among digital banks right now. Currently, Revolut offers direct access to stocks, crypto and commodities trading, but not the kind of robo-advice offered by a Nutmeg or Wealthify.
Aion Bank, now with ETFmatic’s help, is clearly trying to find a market in the middle for neobank plus robo-advisor.
For ETFmatic the deal will also see an expansion of its white-label service across Europe, the service which Aion used to launch its ETF investment product.
“ETFmatic has been a great partner since our Belgian launch in March 2020,” said Aion CEO Wojciech Sobieraj.
“We are the bank designed to help our members save and earn more, and portfolio management is a key product as we prepare to expand across Europe.”
Next up on that expansion is Poland, where the bank is due to do live later this year.
Johan Hellman, CEO of ETFmatic, said: “ETFs have seen significant growth during the pandemic, and I anticipate investors will continue to look to ETFs as we see market recovery in the quarters to come.”
The deal has already been approved by the UK’s Financial Conduct Authority and is effective immediately, no financial details of the deal were disclosed.
FT Adviser - Robo-adviser launches tax monitoring feature
Europe-wide robo-adviser has launched a capital gains harvesting feature to help its clients optimise their investments and reduce the need for aggressive asset allocation rebalancing.
ETFmatic's new feature will work by identifying and selling those ETFs that have increased in value and replacing them with similar ones to ensure the same asset allocation exposure is maintained for clients.
The robo-adviser claims to be Europe's only digital wealth management platform that offers ETF portfolios in sterling, Euros and US dollars.
Luis Rivera, chief executive of ETFmatic, said: "Investors in Europe deserve cost effective portfolio management with asset allocations that make sense to them. Our aim is to offer clients more of the kinds of services that have historically only been available to individuals with several million to invest.
"Since our launch two years ago, we have continuously been developing new solutions which add further value to our services. The new capital gains feature lays the groundwork for further tax optimisation tools around loss harvesting in the future."
ETFmatic will begin rolling out the service to clients in 32 European Union states. Initially, it will only be available to eligible clients with portfolios of GBP/USD/EUR 50,000 plus.
The company has said those who are not familiar with capital gains tax or the tax-free allowance should seek professional tax advice before deciding whether to enable the feature on their account.
It charges 0.48 per cent on portfolios of up to GBP/EUR/USD 25,000, and 0.29 per cent for those of more than GBP/EUR/USD 25,000 and above.
ETFmatic has not disclosed how much it has in assets under management.
Negocios - Portugueses ja confiam num robot para gerir o seu dinheiro
Portugueses estão entre os principais clientes da primeira gestora robótica de patrimónios. Mas os investidores nacionais são mais conservadores do que no resto da Europa.
Portugueses já confiam num robot para gerir o seu dinheiro
Bloomberg
Ler mais tarde Imprimir
Negócios jng@negocios.pt
14 de dezembro de 2017 às 12:39
A ETFmatic, a primeira gestora robótica de patrimónios a operar em Portugal, tem clientes em 32 países, entre os quais as maiores economias do mundo como Alemanha, França, Reino Unido, Espanha e Finlândia, mesmo assim o nosso país é um dos seus cinco melhores clientes, revela hoje o Observador.
Há quase uma década que os gestores-robot são uma realidade nos Estados Unidos, país onde já administram mais de 45 mil milhões de euros. Mas na Europa o caminho tem sido mais lento, e em Portugal a ETFmatic é aliás a única empresa a usar este modelo de gestão de património – em que o dinheiro dos clientes é investido automaticamente através de algoritmos - e começou o operar há apenas um ano e meio.
"Portugal é agora um dos cinco principais mercados" da ETFmatic, "definitivamente, não estávamos à espera", revela o empreendedor espanhol que fundou a ETFmatic, em Londres, Luís Rivera. O gestor não revela números, mas avança com uma explicação para o sucesso em Portugal: "Muito do nosso crescimento está a vir de países onde os emitentes de fundos cotados não investiram no desenvolvimento, [logo] a nossa oferta é mais disruptiva."
Na mesma entrevista ao Observador, o fundador da ETFmatic conta que os investidores nacionais são mais conservadores do que no resto da Europa. A carteira mais comum entre os portugueses tem 40% aplicado no mercado accionista e 60% em fundos de obrigações, revela Luís Rivera. Ao nível europeu, a carteira mais popular tem 80% exposta a acções e 20% a obrigações, de acordo com as estatísticas mais recentes da companhia londrina. Isto acontece "apesar de [os portugueses] serem ligeiramente mais novos", com 32 anos, afirma Luís Rivera.
Investment Observer - ETFmatic launch initiative to decrease gender gap in in...
Investment Observer - ETFmatic launch initiative to decrease gender gap in investment sector
Citywire - Online Investment firm cuts management fees to under 18s
A pan-European robo-advice firm is hoping to hook in the next generation of investors with a zero management fee for under 18s.
ETFmatic, which operates in the UK and 31 other European countries, began offering the service in October. Nations hit the hardest by the financial crisis, such as Spain and Ireland, have provided the most clients, the firm said.
Product director Johann Bornman said: ‘Time and compound interest are incredible allies in achieving your financial goals. A simple way to ensure the highest possible rate of compound (return), for the level of risk you are willing to take, is to keep your costs as low as possible.
‘Paying high fees might send your banker’s kids to nice schools, but severely impacts where your children will call their alma mater.’
ETFmatic also recently removed management fees for women for a limited period, in a bid to close the gender gap among its clients.
Robo-adviser offers fee-free investing for women
Women who open and fund an account with ETFmatic will not pay investment management fees for six months.
The robo-investor’s campaign is designed to throw light on the investment gender gap, which typically sees men in a better position to invest than women who are more likely to take career breaks or a cut in hours to raise their children.
The ability for women to invest may also be hampered by the 18.6 per cent salary difference for all types of employment and 9.4 per cent for full-timers.
While the gender pay gap is closing Deloitte estimates it will only slam shut in 2069, if the current trend perseveres.
Attitude to risk is a further factor that adds to the differences between men and women.
Several studies have found women are more likely to put money into savings accounts, rather than invest.
ETFmatic concludes this indicates a lower tolerance for investment risk, which needs to be addressed if women are to achieve long-term financial goals.
Stefanie zu Dohna, client and operations director at ETFmatic, said: “At ETFmatic 10 per cent of our clients are female. The average age of our customers is 34 years. This is an age where lots of people settle down and start seriously thinking about their investments for the future.
"But this is also an age where many women are likely to be taking time out of full time work to raise children and earnings may decline - any savings put to one side on a regular basis need to work harder to meet long term financial goals.
“For the next month any woman that opens and funds an account with ETFmatic will have zero investment management fees for six months.
"We hope this helps plug any investment gaps, and encourages more women to use digital wealth management platforms as an alternative investment solution that’s quick, easy, transparent and secure.”
Susan Hill, chartered financial planner at Susan Hill Financial Planning, said: “There is a need for women to take control of their finances. They like to have a plan and to work towards a goal, however they are more cautious than men, and take more time to consider their options.
“I think male advisers don’t always help as they work differently to women and can come across as a little patronising. The solution is to get more female advisers out there and, of course, to ensure sound financial education starts at an early age, and is delivered with both genders in mind.”
How to use ETFs in portfolio construction ftadviser
How to use et fs in portfolio construction ftadviser
ETFs vs index funds and the rise of smart beta ftadviser
ETFs vs index funds and the rise of smart beta ftadviser
El robo advisor etfmatic presente en 32 países
El robo-advisor ETFmatic, presente en 32 países
El robo-advisor ETFmatic se convierte en la primera aplicación en estar presente en 32 países. Ofrece carteras diseñadas individualmente de acuerdo con la tolerancia y riesgo de cada inversor.
JUEVES, 19 ENERO 2017IRENE DEL CAMPO
No hay comentarios
Desde que comenzó su andadura en junio de 2016, ETFmatic ha realizado una rápida expansión internacional que le ha llevado en tan solo seis meses a ofrecer sus servicios en España, Portugal, Bélgica, Irlanda, Suiza, Dinamarca, Letonia, Austria, Estonia, Países Bajos, Polonia, Bulgaria, Croacia, Chipre, República Checa, Finlandia, Francia, Alemania, Gibraltar, Grecia, Hungría, Islandia, Italia, Liechtenstein, Lituania, Luxemburgo, Malta, Noruega, Rumania, Eslovaquia, Eslovenia y Reino Unido.
Luis Rivera, consejero delegado (CEO) de la compañía, destaca que ofrecen “más flexibilidad que otros robo-advisors ya que permite gestionar un portfolio único para cada cliente”.
Asimismo, llama la atención en otras de las ventajas de ETFmatic que “ofrece costes menores que la banca tradicional, con fácil accesibilidad las 24 horas los 365 días del año a través del móvil y que permite la apertura de una cuenta de inversión en 32 países en tan solo cinco minutos. Los inversores continentales tienden a pagar tarifas más altas, por lo que encuentran en los robo-advisors a un gran aliado para minimizar costes mientras generan altas rentabilidades”, explica.
Esta aplicación, continúa la firma en un comunicado, “se diferencia de los productos existentes en el mercado por configurar un portfolio personalizado y único para cada cliente en función de su perfil de inversor (conservador, medio o agresivo), su edad y sus ingresos, así como las metas financieras establecidas, y no en base a los intereses de aquellos que lo comercializan. De este modo, según los datos registrados el servidor establece de forma automática una cartera diversificada diseñada para cumplir los objetivos de rentabilidad marcados”.
Además, continúa, se trata del primer robo-advisor que está disponible directamente desde el móvil sin necesidad de entrar en una página web, a través de una herramienta de gestión simple y ágil. Desde la aplicación, los clientes pueden abrir una cuenta de simulación con fondos virtuales ilimitados para comparar beneficios y tarifas con variantes tradicionales. Y la inversión mínima requerida es de 100 euros.
Según asegura el CEO de ETFmatic, “todas estas ventajas son posibles gracias a que hemos desarrollado una completa regulación y tecnología que nos ha permitido eliminar intermediarios y ofrecer un servicio completo a coste inferior comparado con la competencia”.
Audio boom i robo advisor et fmatic launches robo investment platform
Robo-investment platforms have been on the rise in recent years. Nutmeg has been the pioneer: you fill in a questionnaire, then algorithms - or a 'robo-advisor' - picks a portfolio tailored to you.
A new platform has entered the fray: ETFmatic. Share Radio's Ed Bowsher spoke to ETFMatic's CEO Luis Rivera to find out about his new platform as well as the growing world of robo-investment.
Observador.pt - Esqueça o gestor de conta. Chegou o primeiro robô que lhe ger...
A ETFmatic é a primeira gestora robótica de ativos registada em Portugal. Luis Rivera, o espanhol que lidera a firma britânica, explica como consegue reduzir as comissões a 0,5% do património por ano.
Valida tu negocio sin desperdiciar tiempo ni dinero
Valida tu negocio sin desperdiciar tiempo ni dinero
Salon mi empresa como no arruinarse invirtiendo en negocios basados en inter...
Salon mi empresa como no arruinarse invirtiendo en negocios basados en internet - @luisriverag v2
Svc2 lx investing in the right stuff - jose cobian y luis rivera
Svc2 lx investing in the right stuff - jose cobian y luis rivera
Cracking the Workplace Discipline Code Main.pptx
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
Meas_Dylan_DMBS_PB1_2024-05XX_Revised.pdf
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
More Related Content
More from Luis Rivera
Negocios - Portugueses ja confiam num robot para gerir o seu dinheiro
Portugueses estão entre os principais clientes da primeira gestora robótica de patrimónios. Mas os investidores nacionais são mais conservadores do que no resto da Europa.
Portugueses já confiam num robot para gerir o seu dinheiro
Bloomberg
Ler mais tarde Imprimir
Negócios jng@negocios.pt
14 de dezembro de 2017 às 12:39
A ETFmatic, a primeira gestora robótica de patrimónios a operar em Portugal, tem clientes em 32 países, entre os quais as maiores economias do mundo como Alemanha, França, Reino Unido, Espanha e Finlândia, mesmo assim o nosso país é um dos seus cinco melhores clientes, revela hoje o Observador.
Há quase uma década que os gestores-robot são uma realidade nos Estados Unidos, país onde já administram mais de 45 mil milhões de euros. Mas na Europa o caminho tem sido mais lento, e em Portugal a ETFmatic é aliás a única empresa a usar este modelo de gestão de património – em que o dinheiro dos clientes é investido automaticamente através de algoritmos - e começou o operar há apenas um ano e meio.
"Portugal é agora um dos cinco principais mercados" da ETFmatic, "definitivamente, não estávamos à espera", revela o empreendedor espanhol que fundou a ETFmatic, em Londres, Luís Rivera. O gestor não revela números, mas avança com uma explicação para o sucesso em Portugal: "Muito do nosso crescimento está a vir de países onde os emitentes de fundos cotados não investiram no desenvolvimento, [logo] a nossa oferta é mais disruptiva."
Na mesma entrevista ao Observador, o fundador da ETFmatic conta que os investidores nacionais são mais conservadores do que no resto da Europa. A carteira mais comum entre os portugueses tem 40% aplicado no mercado accionista e 60% em fundos de obrigações, revela Luís Rivera. Ao nível europeu, a carteira mais popular tem 80% exposta a acções e 20% a obrigações, de acordo com as estatísticas mais recentes da companhia londrina. Isto acontece "apesar de [os portugueses] serem ligeiramente mais novos", com 32 anos, afirma Luís Rivera.
Investment Observer - ETFmatic launch initiative to decrease gender gap in in...
Investment Observer - ETFmatic launch initiative to decrease gender gap in investment sector
Citywire - Online Investment firm cuts management fees to under 18s
A pan-European robo-advice firm is hoping to hook in the next generation of investors with a zero management fee for under 18s.
ETFmatic, which operates in the UK and 31 other European countries, began offering the service in October. Nations hit the hardest by the financial crisis, such as Spain and Ireland, have provided the most clients, the firm said.
Product director Johann Bornman said: ‘Time and compound interest are incredible allies in achieving your financial goals. A simple way to ensure the highest possible rate of compound (return), for the level of risk you are willing to take, is to keep your costs as low as possible.
‘Paying high fees might send your banker’s kids to nice schools, but severely impacts where your children will call their alma mater.’
ETFmatic also recently removed management fees for women for a limited period, in a bid to close the gender gap among its clients.
Robo-adviser offers fee-free investing for women
Women who open and fund an account with ETFmatic will not pay investment management fees for six months.
The robo-investor’s campaign is designed to throw light on the investment gender gap, which typically sees men in a better position to invest than women who are more likely to take career breaks or a cut in hours to raise their children.
The ability for women to invest may also be hampered by the 18.6 per cent salary difference for all types of employment and 9.4 per cent for full-timers.
While the gender pay gap is closing Deloitte estimates it will only slam shut in 2069, if the current trend perseveres.
Attitude to risk is a further factor that adds to the differences between men and women.
Several studies have found women are more likely to put money into savings accounts, rather than invest.
ETFmatic concludes this indicates a lower tolerance for investment risk, which needs to be addressed if women are to achieve long-term financial goals.
Stefanie zu Dohna, client and operations director at ETFmatic, said: “At ETFmatic 10 per cent of our clients are female. The average age of our customers is 34 years. This is an age where lots of people settle down and start seriously thinking about their investments for the future.
"But this is also an age where many women are likely to be taking time out of full time work to raise children and earnings may decline - any savings put to one side on a regular basis need to work harder to meet long term financial goals.
“For the next month any woman that opens and funds an account with ETFmatic will have zero investment management fees for six months.
"We hope this helps plug any investment gaps, and encourages more women to use digital wealth management platforms as an alternative investment solution that’s quick, easy, transparent and secure.”
Susan Hill, chartered financial planner at Susan Hill Financial Planning, said: “There is a need for women to take control of their finances. They like to have a plan and to work towards a goal, however they are more cautious than men, and take more time to consider their options.
“I think male advisers don’t always help as they work differently to women and can come across as a little patronising. The solution is to get more female advisers out there and, of course, to ensure sound financial education starts at an early age, and is delivered with both genders in mind.”
How to use ETFs in portfolio construction ftadviser
How to use et fs in portfolio construction ftadviser
ETFs vs index funds and the rise of smart beta ftadviser
ETFs vs index funds and the rise of smart beta ftadviser
El robo advisor etfmatic presente en 32 países
El robo-advisor ETFmatic, presente en 32 países
El robo-advisor ETFmatic se convierte en la primera aplicación en estar presente en 32 países. Ofrece carteras diseñadas individualmente de acuerdo con la tolerancia y riesgo de cada inversor.
JUEVES, 19 ENERO 2017IRENE DEL CAMPO
No hay comentarios
Desde que comenzó su andadura en junio de 2016, ETFmatic ha realizado una rápida expansión internacional que le ha llevado en tan solo seis meses a ofrecer sus servicios en España, Portugal, Bélgica, Irlanda, Suiza, Dinamarca, Letonia, Austria, Estonia, Países Bajos, Polonia, Bulgaria, Croacia, Chipre, República Checa, Finlandia, Francia, Alemania, Gibraltar, Grecia, Hungría, Islandia, Italia, Liechtenstein, Lituania, Luxemburgo, Malta, Noruega, Rumania, Eslovaquia, Eslovenia y Reino Unido.
Luis Rivera, consejero delegado (CEO) de la compañía, destaca que ofrecen “más flexibilidad que otros robo-advisors ya que permite gestionar un portfolio único para cada cliente”.
Asimismo, llama la atención en otras de las ventajas de ETFmatic que “ofrece costes menores que la banca tradicional, con fácil accesibilidad las 24 horas los 365 días del año a través del móvil y que permite la apertura de una cuenta de inversión en 32 países en tan solo cinco minutos. Los inversores continentales tienden a pagar tarifas más altas, por lo que encuentran en los robo-advisors a un gran aliado para minimizar costes mientras generan altas rentabilidades”, explica.
Esta aplicación, continúa la firma en un comunicado, “se diferencia de los productos existentes en el mercado por configurar un portfolio personalizado y único para cada cliente en función de su perfil de inversor (conservador, medio o agresivo), su edad y sus ingresos, así como las metas financieras establecidas, y no en base a los intereses de aquellos que lo comercializan. De este modo, según los datos registrados el servidor establece de forma automática una cartera diversificada diseñada para cumplir los objetivos de rentabilidad marcados”.
Además, continúa, se trata del primer robo-advisor que está disponible directamente desde el móvil sin necesidad de entrar en una página web, a través de una herramienta de gestión simple y ágil. Desde la aplicación, los clientes pueden abrir una cuenta de simulación con fondos virtuales ilimitados para comparar beneficios y tarifas con variantes tradicionales. Y la inversión mínima requerida es de 100 euros.
Según asegura el CEO de ETFmatic, “todas estas ventajas son posibles gracias a que hemos desarrollado una completa regulación y tecnología que nos ha permitido eliminar intermediarios y ofrecer un servicio completo a coste inferior comparado con la competencia”.
Audio boom i robo advisor et fmatic launches robo investment platform
Robo-investment platforms have been on the rise in recent years. Nutmeg has been the pioneer: you fill in a questionnaire, then algorithms - or a 'robo-advisor' - picks a portfolio tailored to you.
A new platform has entered the fray: ETFmatic. Share Radio's Ed Bowsher spoke to ETFMatic's CEO Luis Rivera to find out about his new platform as well as the growing world of robo-investment.
Observador.pt - Esqueça o gestor de conta. Chegou o primeiro robô que lhe ger...
A ETFmatic é a primeira gestora robótica de ativos registada em Portugal. Luis Rivera, o espanhol que lidera a firma britânica, explica como consegue reduzir as comissões a 0,5% do património por ano.
Valida tu negocio sin desperdiciar tiempo ni dinero
Valida tu negocio sin desperdiciar tiempo ni dinero
Salon mi empresa como no arruinarse invirtiendo en negocios basados en inter...
Salon mi empresa como no arruinarse invirtiendo en negocios basados en internet - @luisriverag v2
Svc2 lx investing in the right stuff - jose cobian y luis rivera
Svc2 lx investing in the right stuff - jose cobian y luis rivera
More from Luis Rivera (20)
Negocios - Portugueses ja confiam num robot para gerir o seu dinheiro
Negocios - Portugueses ja confiam num robot para gerir o seu dinheiro
Investment Observer - ETFmatic launch initiative to decrease gender gap in in...
Investment Observer - ETFmatic launch initiative to decrease gender gap in in...
Citywire - Online Investment firm cuts management fees to under 18s
Citywire - Online Investment firm cuts management fees to under 18s
How to use ETFs in portfolio construction ftadviser
How to use ETFs in portfolio construction ftadviser
ETFs vs index funds and the rise of smart beta ftadviser
ETFs vs index funds and the rise of smart beta ftadviser
Audio boom i robo advisor et fmatic launches robo investment platform
Audio boom i robo advisor et fmatic launches robo investment platform
Observador.pt - Esqueça o gestor de conta. Chegou o primeiro robô que lhe ger...
Observador.pt - Esqueça o gestor de conta. Chegou o primeiro robô que lhe ger...
Valida tu negocio sin desperdiciar tiempo ni dinero
Valida tu negocio sin desperdiciar tiempo ni dinero
Salon mi empresa como no arruinarse invirtiendo en negocios basados en inter...
Salon mi empresa como no arruinarse invirtiendo en negocios basados en inter...
Robo-advisors: Opportunity and threat, say UK wealth managers
Robo-advisors: Opportunity and threat, say UK wealth managers
Robo-advisors set to disrupt UK wealth management industry
Robo-advisors set to disrupt UK wealth management industry
Why traditional risk profiling is not enough opinion iu.eu
Why traditional risk profiling is not enough opinion iu.eu
Fin tech innovation launches in continental europe forbes
Fin tech innovation launches in continental europe forbes
Svc2 lx investing in the right stuff - jose cobian y luis rivera
Svc2 lx investing in the right stuff - jose cobian y luis rivera
Recently uploaded
Cracking the Workplace Discipline Code Main.pptx
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
Meas_Dylan_DMBS_PB1_2024-05XX_Revised.pdf
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
Maksym Vyshnivetskyi: PMO Quality Management (UA)
Maksym Vyshnivetskyi: PMO Quality Management (UA)
Lemberg PMO School 2024
Website – https://lembs.com/pmoschool
Youtube – https://www.youtube.com/startuplviv
FB – https://www.facebook.com/pmdayconference
Lookback Analysis
Explore our most comprehensive guide on lookback analysis at SafePaaS, covering access governance and how it can transform modern ERP audits. Browse now!
Unveiling the Secrets How Does Generative AI Work.pdf
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
India Orthopedic Devices Market: Unlocking Growth Secrets, Trends and Develop...
According to TechSci Research report, “India Orthopedic Devices Market -Industry Size, Share, Trends, Competition Forecast & Opportunities, 2030”, the India Orthopedic Devices Market stood at USD 1,280.54 Million in 2024 and is anticipated to grow with a CAGR of 7.84% in the forecast period, 2026-2030F. The India Orthopedic Devices Market is being driven by several factors. The most prominent ones include an increase in the elderly population, who are more prone to orthopedic conditions such as osteoporosis and arthritis. Moreover, the rise in sports injuries and road accidents are also contributing to the demand for orthopedic devices. Advances in technology and the introduction of innovative implants and prosthetics have further propelled the market growth. Additionally, government initiatives aimed at improving healthcare infrastructure and the increasing prevalence of lifestyle diseases have led to an upward trend in orthopedic surgeries, thereby fueling the market demand for these devices.
Taurus Zodiac Sign_ Personality Traits and Sign Dates.pptx
Explore the world of the Taurus zodiac sign. Learn about their stability, determination, and appreciation for beauty. Discover how Taureans' grounded nature and hardworking mindset define their unique personality.
Affordable Stationery Printing Services in Jaipur | Navpack n Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
Exploring Patterns of Connection with Social Dreaming
Exploring Patterns of Connection -Introduction to Social Dreaming
#Systems Psychodynamics
#Innovation
#Creativity
#Consultancy
#Coaching
Discover the innovative and creative projects that highlight my journey throu...
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
Enterprise Excellence is Inclusive Excellence.pdf
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Improving profitability for small business
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
Role of Remote Sensing and Monitoring in Mining
Remote sensing and monitoring are changing the mining industry for the better. These are providing innovative solutions to long-standing challenges. Those related to exploration, extraction, and overall environmental management by mining technology companies Odisha. These technologies make use of satellite imaging, aerial photography and sensors to collect data that might be inaccessible or from hazardous locations. With the use of this technology, mining operations are becoming increasingly efficient. Let us gain more insight into the key aspects associated with remote sensing and monitoring when it comes to mining.
Buy Verified PayPal Account | Buy Google 5 Star Reviews
Buy Verified PayPal Account
Looking to buy verified PayPal accounts? Discover 7 expert tips for safely purchasing a verified PayPal account in 2024. Ensure security and reliability for your transactions.
PayPal Services Features-
🟢 Email Access
🟢 Bank Added
🟢 Card Verified
🟢 Full SSN Provided
🟢 Phone Number Access
🟢 Driving License Copy
🟢 Fasted Delivery
Client Satisfaction is Our First priority. Our services is very appropriate to buy. We assume that the first-rate way to purchase our offerings is to order on the website. If you have any worry in our cooperation usually You can order us on Skype or Telegram.
24/7 Hours Reply/Please Contact
usawebmarketEmail: support@usawebmarket.com
Skype: usawebmarket
Telegram: @usawebmarket
WhatsApp: +1(218) 203-5951
USA WEB MARKET is the Best Verified PayPal, Payoneer, Cash App, Skrill, Neteller, Stripe Account and SEO, SMM Service provider.100%Satisfection granted.100% replacement Granted.
Recently uploaded (20)
chapter 10 - excise tax of transfer and business taxation
chapter 10 - excise tax of transfer and business taxation
Unveiling the Secrets How Does Generative AI Work.pdf
Unveiling the Secrets How Does Generative AI Work.pdf
India Orthopedic Devices Market: Unlocking Growth Secrets, Trends and Develop...
India Orthopedic Devices Market: Unlocking Growth Secrets, Trends and Develop...
Taurus Zodiac Sign_ Personality Traits and Sign Dates.pptx
Taurus Zodiac Sign_ Personality Traits and Sign Dates.pptx
Affordable Stationery Printing Services in Jaipur | Navpack n Print
Affordable Stationery Printing Services in Jaipur | Navpack n Print
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...
Exploring Patterns of Connection with Social Dreaming
Exploring Patterns of Connection with Social Dreaming
Discover the innovative and creative projects that highlight my journey throu...
Discover the innovative and creative projects that highlight my journey throu...
Set off and carry forward of losses and assessment of individuals.pptx
Set off and carry forward of losses and assessment of individuals.pptx
Buy Verified PayPal Account | Buy Google 5 Star Reviews
Buy Verified PayPal Account | Buy Google 5 Star Reviews