Solution introduction
Wealth management made simple
The larger your wealth grows, the more complex it gets to manage your investments. Let Selma take over. Learn about Selma's services for 150'000 CHF or more.
Tailored investing, effortlessly managed by Selma
This is how it works:
- Get a personalised setup call with an expert
Start by signing up for Selma to get an individual plan. Then, book a call with one of Selma's financial experts and review your portfolio and deposit plan together.
- Diversify your investments to fit your needs
The more assets you have, the more complex your situation becomes. Selma creates your long-term portfolio that matches your situation and your personal needs.
- Optimise through AI-powered financial advice
With the support of AI, Selma guides you through your financial journey, providing helpful tips, analyses, and answers to your questions along the way.
- Let Selma manage your wealth
The financial world and your life are in constant change. Selma keeps an eye on both and automatically rebalances your portfolio to ensure your risks stay in check.
- Meeting you where you're at
Selma's team of experts is always looking forward to helping you. Book a call, reach out via live chat and email, or head to the help center to find answers by yourself.
