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? 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
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
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
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
Fund Strategy
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
- Selection of successful funds
- Broadly diversified portfolios
- ESG-conform
Individual shares strategy
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
- Handpicked individual titles
- Concentrated portfolios
- ESG-conform
Sustainability strategy
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
- Handpicked individual titles
- Concentrated portfolios
- ESG-conform
Gold Strategy
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
- Focus on gold
- Concentrated Portfolios
- ESG-conform
Frequently asked questions
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:
- Opportunity for long-term outperformance
- Portfolio according to your risk appetite
- Investment according to modern value investing principles
- Custody account in Liechtenstein possible
- Access to your personal dashboard
- Regular information on your investments
- and much more!
If you have any further questions about the joint custody account or the registration process, please do not hesitate to contact us.
