Private Wealth:
Private Banking,
The way it should be

Old fashioned wealth management is losing ground. Meet the Private Wealth solutions by XSpot Wealth. Register interest and book your free consultation appointment with our Private Wealth Managers.

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WHY XSPOT PRIVATE WEALTH

In the initial free consultation call or meeting with our experienced wealth managers you will go through a full assessment of your wealth and goals and help you build personalised plan using a combination of thousands of instruments from around the world, with the power of latest technology, extensive risk management, using the lowest costs possible.
  • In the initial free consultation call or meeting with our experienced wealth managers you will go through a full assessment of your wealth and goals.
  • They will then help you build a tailor-made investment strategy by deciding how your assets will be diversified in different plans to achieve the optimum results based on your needs and investment horizon.
  • Your investments will be spread across stocks, bonds, real estate and commodities and more all based on your risk profile and goals.
  • We will then manage your investment strategy with proactive risk management and rebalance when needed with ultra-low costs which do not ‘hurt’ your portfolio’s returns.
  • You can add to or withdraw from your account whenever you want, and keep an eye on how it's performing any time, either online or on our app 24/7.

how your portfolio is put together

how we invest your money

Our experienced portfolio managers create, monitor and manage globally diversified sophisticated investment portfolios, aiming to help you grow your wealth and achieve your goals. With the use of latest technology and arrangements we apply extremely low fees in order to boost your longer-term returns.
01
We start by analysing the global macroeconomic outlook assessing all possible risks and opportunities out there.
02
Our experienced portfolio managers then create, monitor and manage globally diversified sophisticated investment portfolios, aiming to help you grow your wealth and achieve your goals. We use mostly low-cost investments, such as ETFs from leading providers to build your plan and boost your longer term returns.
03
With the use of high technology, we constantly monitor all investments in all portfolios, so if something unexpected comes we are ready to rebalance. We will do this only when necessary to keep your plan on track.
04
At the same time through our in house technology we give you a full view of your invested portfolio 24/7 with complete transparency of all actions and fees We make sure your portfolio is always very well diversified by having the instruments to take full advantage of the good & bad times of markets.

leading providers

We only use low-cost investments, such as ETFs from world’s leading providers to build diversified plans. We believe passive investing with active risk management to be more effective long-term than traditional investment strategies, where portfolio/fund managers pick individual stocks or bonds they think will do best.
When investing, your capital is at Risk
MOST INNOVATIVE WEALTH MANAGER IN Europe

PROUD RECIPIENT OF `WORLD FINANCE` magazine AWARd for 2020

past performance and track record

Here you can see the gross performance of our portfolios. These figures represent actual past data. *Past performance is not a reliable indicator of future performance
Growth
Growth ESG
High Income
Balanced
Conservative
Secure +