No matter how you choose to invest with Exo, you will gain access to the same sophisticated technology used by institutional investors and private banking clients, for an all-inclusive low fee.
You can take control
You choose the sectors, regions and asset classes you want to invest in from more than 500 leading Exchange Traded Funds (ETFs).
Unique for everyone
The composition of the ETFs in your portfolio are dependent on your own personal investment level, risk appetite and investment focus areas, no one else's.
The freedom to make changes
Whenever you make a change, Exo reviews and adjusts the distribution of ETFs to help maintain diversity in your portfolio.
Daily risk control
Exo will review your portfolio every single day to check your portfolio is operating within your specified risk parameters.
A portfolio that adapts
Exo will adjust the selection and weighting of ETFs as the market changes to help ensure that you have an optimal balance of funds in your portfolio.
You can view and make changes to your account whenever you want.
Stock and Shares ISA
The Exo Stocks and Shares ISA is a tax-efficient way to invest your money. You will still have access to all the features of the Exo platform including investment focus areas, daily rebalancing and 24/7 access to your portfolio. However, you can only invest up to £20,000 for the 2018/19 tax year.
Open a General Investment Account
Invest without limits in the Exo GIA. With the ability to choose from regions, sectors and asset classes you can decide how and where you invest your funds plus you can adjust your focus areas or risk appetite whenever you want with no additional fees.
Self-Invested Personal Pension
The Exo SIPP gives you the freedom to decide how to invest your pension and the power to change your strategy whenever you like with no transaction fees, no trading fees and no hidden commissions.
£10,000 - £100,000
Your fee per month
+ ø0,25% ETF fees automatically deducted by the fund provider
Our investment accounts are available to UK tax residents over the age of 18 who also hold a UK bank account.
You can start investing from £10,000 and because there’s no deposit limit to GIAs, you’re free to increase your investment as much as you want.
Your portfolio will be made up of Exchange Traded Funds to maximise your potential for positive investment returns.
An ISA is an individual savings account which allows investors to save money without paying taxes on interest, income or capital gains.
Stocks and shares ISAs made up of Exchange Traded Funds.
UK tax residents aged 18 and over, who have a UK bank account.
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