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Robo-Advisors/SaxoWealthCare
Robo-Advisors/SaxoWealthCare
4.0
2 reviews
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This product is managed by Saxo Markets.

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SaxoWealthCare Reviews 2022

SaxoWealthCare is the latest digital wealth management service by Saxo Markets, a global leader in smart trading and investing online with decades of experience. SaxoWealthCare gives you personalised wealth management at a fraction of the price of traditional banks and wealth managers, competitive with robo-advisors. Your plan is customised to optimise your chances of achieving your financial goals, whatever and whenever they may be (buying a house in five years, retiring two years early etc.). What you intend to invest, your preferred 'equity style', your risk appetite and your goals are factored in to create a unique plan for your review and approval, all in a user-friendly, goals-focused platform and mobile app.

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SaxoWealthCare

Bonds ETFs, Stocks ETFs

INSTRUMENTS

0.45% to 0.75%

ANNUAL MANAGEMENT FEE

$3000

MINIMUM INVESTMENT

N/A

EXPECTED ANNUAL RETURN

Web and Mobile App

PLATFORMS

SaxoWealthCare

Bonds ETFs, Stocks ETFs

INSTRUMENTS

0.45% to 0.75%

ANNUAL MANAGEMENT FEE

$3000

MINIMUM INVESTMENT

N/A

EXPECTED ANNUAL RETURN

Web and Mobile App

PLATFORMS

📣 SIGN-UP BONUS

Stand a chance to win S$50,000 in SaxoWealthCare Grand Draw. Learn more below.

Valid till 07 Sep 2022. T&Cs apply.

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Reviews (2)

4.0

2 Reviews

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4
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1
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      Posted 04 Jun 2022

      Purchased

      SaxoWealthCare

      [User Experience] It allows customisation for myself depending the short and long term goals. [Investment Method] Utilises renowned asset managers before deciding. [Customer Support] Rather satisfactory.

      1

      What are your thoughts?

      Saxo Markets

      Saxo Markets

      20d ago

      Hi Teng Tian,

      Thank you so much for your review! Our team is hard at work trying to continuously improve our platform and service and it’s always rewarding to hear kind words.

      Kind regards,

      Saxo Markets

      Posted 01 Jun 2022

      Purchased

      SaxoWealthCare

      [User Experience] Very different from the current offering in the market. It allows me to plan my short term or long term goals, life plans and customize my portfolio which is unique to me. [Investment Method] Backed by biggest assets managers in the world- Blackrock and Amundi, who are more trusted than other "in-house" views. [Onboarding Experience] Instant

      1

      What are your thoughts?

      Saxo Markets

      Saxo Markets

      20d ago

      Hi Wendy,

      Thank you for your kind words. We are grateful for your feedback. It is our pleasure to provide the best possible service to our clients, and we are glad that this commitment was reflected.

      Kind regards,

      Saxo Markets

    Discussions (0)

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      Exclusive Rewards

      Stand a chance to win S$50,000 in SaxoWealthCare Grand Draw

      • Promotion is valid from 25 April to 7 September 2022
      • Promotion is applicable to new and existing Saxo Markets applicants
      • Terms and Conditions apply
      • To apply, click on the "Apply Now" or "Visit Site" buttons

      About SaxoWealthCare

      SaxoWealthCare is the latest digital wealth management service by Saxo Markets, a global leader in smart trading and investing online with decades of experience. In essence, it is a digital wealth manager that makes ETFs highly usable for clients with completely unique and personalised portfolios. SaxoWealthCare tailors your portfolio to suit your specific life goals and allows you to pick from three investment styles: Global Growth, Asian Growth, and Sustainable Growth. SaxoWealthCare is also an active portfolio management platform, which means that your portfolio is constantly monitored and tweaked if need be.

      SaxoWealthCare's Interface

      SaxoWealthCare offers various tools to map out your entire investment journey; from the time you begin investing all the way till retirement. The engine it is built upon runs 1,000 simulations to model and map out potential futures and automatically rebalances your portfolio if it moves out of your preferred tolerance. SaxoWealthCare also considers all your life goals such as paying the down payment for your home or buying a car, deducting the amounts and mapping out your projected wealth after the transaction.

      SaxoWealthCare’s Portfolio Protector

      SaxoWealthCare has an optional feature called ‘Portfolio Protector‘ that helps you adjust risks by rebalancing your portfolio between stocks and bonds. This means that on top of rebalancing your portfolio just to fit an 80% equities and 20% bonds portfolio for example, SaxoWealthCare will rebalance your portfolio depending on:

      • Market conditions
      • How far the portfolio is from a life goal

      SaxoWealthCare’s Fees

      Management Fee

      • Fees are based on your investment amount

      Investment amount

      Until 31/07/22

      After 31/07/22

      First SGD 50,000

      0.45%

      0.75%

      Next SGD 50,000

      0.45%

      0.70%

      Next SGD 100,000

      0.45%

      0.60%

      Next SGD 800,000

      0.45%

      0.55%

      Above SGD 1,000,000

      0.45%

      0.45%

      Product fee: 0.17% - 0.45%

      • Depends on the product mix included in your personalised portfolio.
      • This fee is levied by the fund managers and is included in the market price of the ETFs which make up your portfolio.

      Total cost: 0.62% - 1.2%

      • Your total costs are only made up of the management fee and product fee, nothing else.
      • When you create your investment plan you will also get a detailed overview of expected costs, taking into account your personalised portfolio and an expected average growth of your investments.

      Contact SaxoWealthCare

      • Hotline: +65 6303 7800 (Monday to Fridays, 8.30am-5.30pm)
      • Address: 88 Market Street, CapitaSpring #31-01, Singapore 048948
      • Visit Saxo Market's website for more information

      Contact us at [email protected] should you require any assistance or spot any inaccuracies.

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