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.

  • 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
    PROUD RECIPIENT OF WORLD FINANCE 2020 AWARD
    Most innovative wealth manager in europe

    how your portfolio is put together

    We invest in All Major, Global Assets Classes for you
    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.
    Fees Type
    Ongoing Fees
    Management Fees
    Performance Fees
    ETF/MF Management Fees*
    Custody Fees
    Private Wealth
    Management Fees
    1.00 %
    Performance Fees
    0.00 %
    ETF/MF Management Fees*
    0.15 %
    Custody Fees
    0.15 %
    Bank A
    Management Fees
    0.00 %
    Performance Fees
    0.00 %
    ETF/MF Management Fees*
    2.98 %
    Custody Fees
    0.00 %
    Bank B
    Management Fees
    0.00 %
    Performance Fees
    0.00 %
    ETF/MF Management Fees*
    2.74 %
    Custody Fees
    0.00 %
    Bank C
    Management Fees
    0.00 %
    Performance Fees
    0.00 %
    ETF/MF Management Fees*
    1.82 %
    Custody Fees
    0.00 %
    One Time Fees
    Entry / Exit Fee
    Corporate actions / Reports
    Execution & Setttlement Fee
    Entry / Exit Fee
    0.00 %
    Corporate actions / Reports
    0.00 %
    Execution & Setttlement Fee
    0.10 %
    Entry / Exit Fee
    0.00 %
    Corporate actions / Reports
    0.00 %
    Execution & Setttlement Fee
    3.00 %
    Entry / Exit Fee
    0.00 %
    Corporate actions / Reports
    0.00 %
    Execution & Setttlement Fee
    2.50 %
    Entry / Exit Fee
    5.00 %
    Corporate actions / Reports
    0.00 %
    Execution & Setttlement Fee
    0.00 %
    TOTAL FEES for year 1
    1.40 %
    5.98 %
    5.24 %
    6.82 %
    *The table compares fees for Growth Plans from different providers using maximum fees charged and will be updated on a monthly basis. Last update 14/09/2020

    ** Comparison is with real banks operating in the region with active investment plans.

    ***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, Bank A would charge a maximum of 3.00% extra, while Bank B would charge a 2.50% exit fee extra.

    ****This is the fee charged within the investment from the issuer of either the Exchange Traded Fund or Mututal Fund used by the provider. These fees form part of the total fees levied in your investment.
    *The table compares fees for Growth Plans from different providers using maximum fees charged and will be updated on a monthly basis. Last update 14/09/2020

    ** Comparison is with real banks operating in the region with active investment plans.

    ***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, Bank A would charge a maximum of 3.00% extra, while Bank B would charge a 2.50% exit fee extra.

    ****This is the fee charged within the investment from the issuer of either the Exchange Traded Fund or Mututal Fund used by the provider. These fees form part of the total fees levied in your investment.

    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 present after all fees taken. These figures represent actual past data
    SECURE+
    CONSERVATIVE
    Balanced
    Income
    GROWTH
    HIGH INCOME