“We are delighted to add Fonds Finanz as the latest new partner to our digital asset management platform”, explained Kai Bald, head of DWS’ digital business. “We are convinced that WISE combines the best of automation and personal advisory”.
“DWS is one of the world’s leading asset managers. Such a strong and renowned partner at our side allows us to offer our agents a top-notch product”, explained Tim Bröning, Member of the Board at Fonds Finanz. “easyInvesto opens up brand new financial investment opportunities for our distribution partners”.
DWS launched its digital investment platform WISE in July 2017 providing its distribution partners with a tailored solution in automated digital asset management. For allocation, WISE relies on the expertise and strategic house view of DWS and its chief investment officer, Stefan Kreuzkamp: the CIO View. Especially during periods of high volatility as can be seen in 2018, the CIO View offers investors invaluable medium to long-term strategic asset allocation input that is continuously monitored and improved.
Fonds Finanz intermediaries will deploy the WISE white label software in customer advisory. Based on the customers’ personal situation and concrete investment objectives, the system suggests one of 19 pre-determined portfolio models to the investor. This requires a minimum investment of only 400 Euro or regular monthly savings of 50 Euro. easyInvesto will exclusively utilize ETFs from Xtrackers as well as from other providers.
WISE offers its partners both a technology and investment solution. This means it is capable to swiftly produce a digital offer based on our partner’s requirements – while complying with all the regulatory requirements of Mifid II and without any set-up costs. As such WISE’s partners can confidently fully concentrate on their customers.
For further information please contact:
Phone: +49 (0)69 910 61960
DWS Group GmbH & Co. KGaA (DWS) is one of the world's leading asset managers with EUR676bn of assets under management (as of 31 Mar 2018). Building on more than 60 years of experience and a reputation for excellence in Germany and across Europe, DWS has come to be recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines.
We offer individuals and institutions access to our strong investment capabilities across all major asset classes and solutions aligned to growth trends. Our diverse expertise in Active, Passive and Alternatives asset management – as well as our deep environmental, social and governance focus – complement each other when creating targeted solutions for our clients. Our expertise and on-the-ground-knowledge of our economists, research analysts and investment professionals are brought together in one consistent global CIO View, which guides our strategic investment approach.
DWS wants to innovate and shape the future of investing: with staff from 35 nationalities, speaking more than 75 languages rooted in 22 countries, we are local while being one global team.