Future market robo-Advisory

easyfolio enables simple, tailored, and transparent investment online. Investors can use the company’s online platform to create individually tailored investment portfolios based on cost-efficient exchange-traded funds (ETFs) that enable investors to achieve a global investment spread. Since its establishment in 2014, easyfolio has steadily grown its deposits, and is now a leader on the German robo-advisory market.

Investment expertise meets digital competence

  • Standardized online asset management combined with tailored expertise in asset management 
  • easyfolio clients benefit from the excellent investment management expertise of H&A
  • H&A clients receive an attractive digital portfolio for wealth creation

Investors benefit from reciprocal knowledge transfer

The partnership between Hauck & Aufhäuser and easyfolio allows both companies – and their clients – to mutually benefit from the comprehensive transfer of knowledge. We combine extensive experience and professionalism in investment management with the expansive capabilities of easyfolio in digital asset management. This enables us to contribute our multiple award-winning expertise to the fast-growing robo-advisory market. The partnership between our private bank and one of the most well-known FinTech companies will enable the target groups of both companies to significantly expand the investment opportunities open to them and provide the best possible link between tradition and modernity.

For further information about the possibilities and offers of easyfolio please click here 

The trend toward digitization of banking services will accelerate and bring enormous opportunities for digital support in investment advice. The acquisition of easyfolio enables us to offer our clients the opportunity to access information online at any time, and provide them with a secure digital platform in which they can manage their assets as they see fit.

Contact

Dr. Jan Broxtermann
Business Manager
+49 (0)69 2161-1671
jan.broxtermann@hauck-aufhaeuser.com
Ana-Maria Climescu
Corporate Communications & Marketing
+49 (0)69 2161-1386
Ana-Maria.Climescu@hauck-aufhaeuser.com
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