Private Wealth: Tailor-made investing, The way it should be

Old fashioned wealth management is losing ground. Meet the Private Wealth solutions by XSpot Wealth. Experienced Wealth Managers will build your 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.

When investing, your capital is at Risk
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.
When investing, your capital is at Risk

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. Learn More
When investing, your capital is at Risk

a transparent fee structure

Here at XSpot we believe the fees have to be reasonable for the investor so his portfolio can grow over the years. We also believe in full transparency that’s why we will inform you about all fees right from the start. We will never hide fees from you.
I want the fees of: Smart Wealth/Tailor Made Portfolio Management / Investment Advice
ongoing fees
fees type
XSpot Management Fees
Performance Fees
Avg. ETF Manager Fees*
Custody Fees
fees
0.75%
0.00%
third party fees
0.15%
0.15%
total
0.75%
0.00%
0.15%
0.15%
one time fees
Entry / Exit Fee
Corporate actions / Reports
Execution & Setttlement Fee
0.00%
0.00%
0.10%
0.00%
0.00%
0.10%
total fees
1.15%
XSpot Management Fees
0.75%
fees
third party fees
0.75%
total
Performance Fees
0.00%
fees
third party fees
0.00%
total
Avg. ETF Manager Fees*
fees
0.15%
third party fees
0.15%
total
Custody Fees
fees
0.15%
third party fees
0.15%
total
Entry / Exit Fee
0.00%
fees
third party fees
0.00%
total
Corporate actions / Reports
0.00%
fees
third party fees
0.00%
total
Execution & Setttlement Fee
fees
0.10%
third party fees
0.10%
total
1.15%
total fees

what do i get for my fee?

When investing, your capital is at Risk

past performance and track record

Here is how all our portfolios have performed from 30/10/2015 till 30/04/2020 after all fees taken. These figures represent actual past data
PORTFOLIO 6 - Aims for moderate growth without extreme volatility
Balanced Plan
Secured
All Time
30 Sep 12 - 31 Mar 20
+33.33%
+9.25% annualised
5 Years
31 Mar 15 - 31 Mar 20
+5.5%
+1.1% annualised
The chart illustrates past performance for Original Plans only from 01/10/2020. Previous than this date past performance data shown is simulated, but it represents real data from Bloomberg Terminal. Simulated past performance is not a reliable indicator of future performance.
Past performance is not a reliable indicator of future performance
When investing, your capital is at Risk

what our clients say