26 Aug 2020
With large investible assets (3M+), should we diversify them across different robo-advisors or consider consolidate them under one robo-advisor or even consider private banking for personalized fund?
Assumption: investment purpose is for retirement, prioritizing growth and wealth accumulation. Will not have time or interest for stock picking or portfolio maintenance. Planning to just split money equally in all available robos to prevent risk of one or more shutting down or subpar performance.
For high net worth investors, the only suitable digital wealth platform that can provide all the best Private banking needs in a bespoke portfolio through access to institutional, best-in-class funds and AI-only funds is Endowus. We also provide bespoke financial planning and separate HNWI service. We can provide all investment solutions available at other private banks at lower cost and with advice and fund due diligence services all on a cutting edge inhouse built wealth-technology platform that also allows multi-currency functionality and can build portfolios across multiple goals. Please contact [email protected] for an exclusive HNWI PB service from Endowus.
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