Starting out together in the world of digital investment

Our joint custody account offers you the opportunity to invest your assets with another person in an uncomplicated manner. 

Joint custody account with Estably

You want to invest together and grow your assets in an uncomplicated way? We make it easy for you.

Simple opening of a depot

Our digital onboarding process gets you and your partner to your goal in a straightforward manner.

Digital overview

You get access to your dashboard, where you can keep an eye on the development of your investments.

Choose from 20 portfolios

Choose your optimal portfolio from four different strategies, each with five risk levels.

We would be pleased to inform you in a personal conversation about the further advantages of a joint custody account.

The right strategy for every type of investor

With a joint custody account, you can choose from our three strategies, each with five risk preferences.

Can’t make up your mind? During the registration process, we will suggest your optimal portfolio based on your input. We will also be happy to advise you personally.

Our “Modern Value” strategy is based on handpicked individual stocks selected according to modern value investing principles.

Minimum investment: from 20’000€

Risk classes: 5

Investment approach: concentrated, focus on a few companies

Costs: from 1.2% all-in fee + 10% performance fee

Performance 2021: 20.53

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With our “Value Green” strategy, you invest in carefully selected individual stocks that meet high sustainability standards.

Minimum investment: from 20’000€

Risk classes: 5

Investment approach: concentrated, focus on a few companies with a high ESG rating

Costs: from 1.2% all-in fee + 10% performance fee

Performance 2021: 29.48

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The “Best of Funds” strategy allows you to invest in the funds of the most successful value and quality investors.

Minimum investment: from 20’000€

Risk classes: 5

Investment approach: Broadly diversified, focus on funds with a Value or Quality approach

Costs: from 1.2% all-in fee + 10% performance fee + 0.7-0.8% product costs

Performance 2021: 23.87

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This strategy focuses on protecting your assets. To this end, we invest in gold, supplemented by currencies with stable values.

Minimum investment: from 50’000€ (only with Liechtensteinische Landesbank)

Risk classes: 5

Investment approach: focus on tangible assets

Costs: 1.19% all-in fee

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Best of Funds

The “Best of Funds” strategy allows you to invest in the funds of the most successful value and quality investors.

Minimum investment
from 20.000€

Risk classes
5

Investment approach
Broadly diversified, focus on funds with a value or quality approach

Costs
From 0.99% service fee
10% performance fee
0.7-0.8% Product costs

Value Green

With our “Value Green” strategy, you invest in carefully selected individual stocks that meet high sustainability standards.

Minimum investment
from 20.000€

Risk classes
5

Investment approach
Concentrated, focus on a few companies with a high ESG rating

Costs
From a 1.2% all-in fee,
10% performance fee

Modern Value

Our “Modern Value” strategy is based on hand-picked individual stocks selected according to modern value investing principles.

Minimum investment
from 20.000€

Risk classes
5

Investment approach
Concentrated, focus on a few companies

Costs
From a 1.2% all-in fee,
10% performance fee

Asset Protect

This strategy focuses on the protection of your assets. To this end, we invest in gold, supplemented by stable currencies.

Minimum investment
from 50.000€

Risk classes
5

Investment approach
Focus on gold

Costs
1.19% All-In Fee

Frequently asked questions

The minimum investment is €20,000 for a custody account at Baader Bank and €50,000 at Liechtensteinische Landesbank.

No, the costs are the same as for our individual custody accounts. You can find out more here.

Your individual tax situation depends on several factors. Please consult your tax advisor to find out how a joint custody account affects your tax situation. 

Your next steps

Our onboarding process, optimised for joint custody accounts, guides you and your contractual partner straight to the goal.

Open your joint custody account

… and enjoy the benefits of Estably:

If you have any further questions about the joint custody account or the registration process, we are of course at your disposal.