Private Wealth: Private Banking, 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.
We always explain the recommended investment horizon for every investment plan but it is up to you to add or withdraw funds when you want with no entry or exit fees.
We diversify your portfolio & allocate in different plans based on your needs (stability, growth, income) and then our experts proactively manage these plans using the lowest costs.
Free extensive consultation appointment. We measure your needs and provide hugely diversified investment strategies using the largest issuers in the world.
PROUD RECIPIENT OF `WORLD FINANCE` magazine AWARd for 2020
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exit costs
execution fees
how your portfolio is put together
1. VNQ - Vanguard real Estate ETF
2. VNQI - Vanguard Global ex-U.S. Real Estate ETF
3. IYR - iShares U.S. Real Estate ETF
4. XHB - SPDR S&P Homebuilders ETF
5. RWX - SPDR Dow Jones International Real Estate ETF
1. SPTL - SPDR Portfolio Long Term Treasury ETF
2. IEF - iShares 7-10 Year Treasury Bond ETF
3. SHV - iShares Short Treasury Bond ETF
4. TIp - iShares TIPS ETF
5. PLW - Invesco 1-30 Laddered Treasury ETF
1. SPY - SPDR S&P 500 ETF Trust
2. IVV - iShares Core S&P 500 ETF
3. VTI - Vanguard Total Stock Market ETF
4. QQQ - Invesco QQQ Trust Series 1 ETF
5. VUG - Vanguard Growth ETF
1. BND - Vanguard Total Bond Market ETF
2. LQD - iShares iBoxx $ Investment Grade Corporate Bond ETF
3. VCIT - Vanguard Intermediate-Term Corporate Bond ETF
4. BNDX - Vanguard Total International Bond ETF
5. JNK - SPDR Bloomberg Barclays High Yield Bond ETF
1. GLD - SPDR Gold Trust
2. IAU - iShares Gold Trust
3. SLV - iShares Silver Trust
4. MOO - VanEck Vectors Agribusiness ETF
5. DJP - iPath Bloomberg Commodity Index Total Return
1. ICSH - iShares Ultra Short Term Bond ETF
2. VGSH - Vanguard Short-term Treasury ETF
3. SCHO - Schwab Short-Term U.S. Treasury ETF
4. BIL - SPDR Bloomberg Barclays 1-3 Month T-Bil ETF
5. GBIL - Goldman Sachs Access Treasury 0-1 Year ETF
leading providers
A TRANSPARENT FEE STRUCTURE
Private Wealth
** Comparison is with real banks operating in the region with active investment plans. (Including the Mutual Fund costs they are using)
***In the calculation of `Total Fee for Year 1` we don`t apply an exit fee. In case client decides to exit the investment in year 1, the last field will indicate the total fee including an exit within year 1.
****This is the fee charged within the investment from the issuer of either the Exchange Traded Fund or Mutual Fund used by the provider. These fees form part of the total fees levied in your investment.
Private Wealth** Comparison is with real banks operating in the region with active investment plans. (Including the Mutual Fund costs they are using)
***In the calculation of `Total Fee for Year 1` we don`t apply an exit fee. In case client decides to exit the investment in year 1, the last field will indicate the total fee including an exit within year 1.
****This is the fee charged within the investment from the issuer of either the Exchange Traded Fund or Mutual Fund used by the provider. These fees form part of the total fees levied in your investment.
what do i get for my fee?
Access to the latest news and insights in our blogs and articles.
Support from our knowledgeable team when you need it by phone, live chat or email.
See how your Investment are performing at any time through our App or Web.
We choose simple, low cost funds and focus on a mix of Investments that target a consistent return over time. All the costs of buying and sellling Investments are included.
Our experienced investment team builds you a plan, then monitors the markets and regularly makes adjustments to what you’re invested in to keep your Investment goals on track.