Private wealth management for everyone
At Simplewealth, we believe investing should be simple, clear and effortless.
We want to help you to grow your wealth.
At Simplewealth, we believe investing should be simple, clear and effortless.
We want to help you to grow your wealth.
Founder
Jeremy graduated as an engineer from Ecole Centrale Paris, worked at McKinsey, at UBS and at Leonteq. He has also worked with private banks on their strategy and operations. He believes in creating a new, easier way to invest and manage investments.
Founder
Adrien graduated in finance and macroeconomics. A CFA, he has worked at AXA IM and at Ardian private equity. Focused on enhancing operations, Adrien believes that automation is the true foundation of the next level wealth management experience.
Customers and Compliance
Mark is an experienced financial services lawyer. He previously worked as Head of Legal and Compliance for a funds management company and as a Senior Lawyer for one of Asia-Pacific’s premier law firms. He believes in automated, trustworthy, and disciplined investment solutions.
Business Development
Gil has broad experience in the banking and technology eco-system. He has implemented disruptive cyber-security solutions in the banking industry, developed tailored automation and AI concepts for Microsoft's Cloud & Enterprise program, and lead Microsoft's EMEA Security Partnership Customer Experience Team. He is passionate about the technology behind the Simplewealth Platform and using it to add value to your needs.
Marketing and customers
Emmanuel graduated as an engineer from Institut d’Optique Graduate School and HEC Paris. He previously worked as a Strategy Consultant in the Insurance sector (addressing digital challenges related to Blockchain, Artificial intelligence, Autonomous and connected vehicles, Internet of things and Regulatory technology) and in various roles in consumer technology startups. Emmanuel is focused upon connecting with you and explaining our solutions to help you get over daily frustrations and make wealth management simple.
Advisor - Investments
Roberto has worked in investment management for over three decades in New York, London, Milano, Paris, and Zurich. Roberto held senior roles with Continental Insurance Company Asset Management, JP Morgan Investment Management and SanPaoloIMI Asset Management. He also headed Goldman Sachs’ Portfolio Advisory Group in London. A CFA, Roberto received a BA from Cornell University and an MBA from Harvard University.
We believe in being simple, open and transparent. No hidden fees, no surprise.
We are a 
Swiss-regulated independent asset manager, partnering with a global custodian and keeping your assets safe.
We use technology to change the way things are done and to adapt to our current lives.
Take a few minutes to answer some questions and we’ll show you what your portfolio would look like at Simplewealth.
Your answers will be kept confidential and you won’t pay anything until you make your initial investment.
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Simplewealth helps you to open an account with our custodian
Fund your account