AUTOWEALTH

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

Vist: 21 Heng Mui Keng Terrace #01-01 National University of Singapore, Singapore 119613

Visit site Autowealth Proucts

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

General

Reviews

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]

Lifejourney

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]

Financial horse

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]

Gabriel / Seedly

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]

Turtleinvestor

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