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.

Choice of 15 portfolios

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

We would be happy to inform you in a personal meeting about the other 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 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 1.2% All-In Fee + 10% Performance Fee Performance 2021: 20,53% Learn more
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% Learn more
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% Learn more

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 1.2% All-In Fee
10% Performance Fee

Performance 2021
20,53%

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

Focused,

Focus on a few companies with a high ESG rating

Costs

from 1.2% All-In Fee
10% Performance Fee

Performance 2021
29,48%

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 1.2% service fee
10% Performance Fee
0.7-0.8% Product costs

Performance 2021
23,87%

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.