Country where based: Switzerland
Language of website: German
Annual management fee: 0.75%
Other fees: Underlying ETF fees
Account currency: CHF
Minimum initial investment: CHF 5,000
Minimum for following contributions: CHF 100
Type of underlying investments: ETFs
Who can invest? Swiss residents
Sustainable portfolio option? No
Accepting children? No
Accepting US persons? Yes

Remark(s): Part of the Baselkantonalbank (BLKB)

Digifolio


Country where based: France
Language of website: French
Annual management fee: Flat fee of EUR 80 - 600
Other fees: 5% of annual profits
Account currency: EUR
Minimum initial investment: EUR 5,000
Minimum for following contributions: EUR 100
Type of underlying investments: ETFs
Who can invest? EU and Swiss residents
Sustainable portfolio option? No
Accepting children? Yes, as of 12 years of age
Accepting US persons? Yes

Remark(s): One of the few that charge a ‘performance’ fee

Marie Quantier


Country where based: United Kingdom
Language of website: English
Annual management fee: 0.43% - 0.70%
Other fees: Underlying ETF fees
Account currency: GBP
Minimum initial investment: GBP 500
Minimum for following contributions: GBP 100
Type of underlying investments: ETFs
Who can invest? UK and Italian residents
Sustainability portfolio option? No
Accepting children? No
Accepting US persons? Yes (if they reside in the UK)

Remarks(s): Also offer UK pension solutions

Moneyfarm


Country where based: Switzerland
Language of website: English
Annual management fee: 0.50%
Other fees: Underlying ETF fees
Account currency: CHF, EUR, USD, GBP
Minimum initial investment: EUR 6,000
Minimum for following contributions: No minimum
Type of underlying investments: ETFs
Who can invest? Swiss and EU residents
Sustainable portfolio option? Yes
Accepting children? No
Accepting US persons? Yes

Remark(s): -

Simple wealth


Country where based: Switzerland
Language of website: German/French/Italian/English
Annual management fee: 0.52%
Other fees: Underlying ETF fees
Account currency: CHF
Minimum initial investment: No minimum
Minimum for following contributions: No minimum
Type of underlying investments: ETFs
Who can invest? Swiss residents
Sustainable portfolio option? Yes
Accepting children? No
Accepting US persons? Yes

Remark(s): Focus on 3a pillar pension solution. By far the best option in Switzerland for the 3a pillar. VERY user-friendly, offer staggered accounts

VIAC


Country where based: United Kingdom
Language of website: English
Annual management fee: 0.52% - 0.82%
Other fees: Underlying ETF fees
Account currency: GBP
Minimum initial investment: No minimum
Minimum for following contributions: No minimum
Type of underlying investments: ETFs and other third-party passive funds
Who can invest? UK and EU residents
Sustainability portfolio option? Yes
Accepting children? No
Accepting US persons? Yes

Remarks(s): The only UK-based online robo advisor which offers sustainable portfolios

Wealthify