AutoWealth began as a social venture to give back more to investors. AutoWealth takes a passive market-returns portfolio investment approach. They place strong emphasis on portfolio allocation and diversification without market speculation.
Headquarters
Singapore
History
Founded in 2015, operating since 2017
Management
- Co-founder & CEO: Ow Tai Zhi
- Co-founder & COO: Noel Lee
- Head of technology: Tan Ming Zhen
- Head of wealth advisory: Michael Ngien
Ownership
Privately held, portfolio company of NUS Enterprise
Funding
2018 – 8I Holdings, invested S$1 Million.
Licenses
AutoWealth Private Limited is regulated by the Monetary Authority of Singapore (MAS). Licensed under the Financial Advisors licence (Licence No.: FA100064-1) and is regulated under the Financial Advisors Act.
Contact
Email: clientservices@autowealth.sg
Call: +65 6777 7249 or +65 8128 9400
Visit: 21 Heng Mui Keng Terrace #01-01 National University of Singapore, Singapore 119613
Products and investment methodology
Long-term Growth portfolio
- Long-term growth portfolio
- For investing across ETFs, diversified across 8,000 stocks, 600 government bonds.
- Broadly diversified across diverse assets, industries and geographically
- Passive investment approach
- 4 portfolio types for each risk profile
Fees
Advisory Fee of 0.50% per annum on the assets under advice and Platform Fee of US$18 per annum.
Minimum Investment Amount:
- Single sum: S$3,000
- Monthly sum: S$100
Available to both retail and accredited investors
Source of investment
Cash only
FAQs
GeneralReviews
As long as fees remains low, the portfolio will grow over time and over a longer period. I like it that they have already breakeven so it would be less of a pressure as a company. …[Full review]
I will give AutoWealth a 2.5 Financial Horse Rating. I like it more than StashAway because there is no “reoptimisation”, and the fees are lower (for sums below S$450,000)…[Full review]
For AutoWealth, each client is assigned a dedicated wealth manager who is just one message away for any queries you may have. This is great if you’re someone who needs some hand holding to guide you through your investing journey…[Full Review]
AutoWealth is perhaps the most under-rated robo-advisor. And this stems from it’s strategy of keeping costs low. No doubt, it is an important criterion – AutoWealth spends very little on marketing and is laser-focused on achieving sustainability and profitability as soon as possible….[Full Review]
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