Our Private Wealth offering combines the best of digital wealth management with personalized investment advisory by industry veterans. As a Syfe Private Wealth client, you not only enjoy a lower management fee of 0.35% p.a. for Syfe’s managed investment portfolios, but also get access to a range of products and services which are typically not available for retail clients.
Syfe’s Private Wealth offering currently includes:
- In-depth goal-based financial planning & asset allocation advice
- Customized solutions and portfolios tailor-made for you
- Access to Institutional and Accredited Investors only offerings
- Access to Syfe’s investment portfolios at the lowest applicable fees
- Dedicated Wealth Advisor
Is there a minimum investment amount required to be a Syfe Private Wealth Client?
If you are interested to find out more, please schedule a call with our dedicated team of wealth experts here or write to us at firstname.lastname@example.org.