Exo General Investment Account
Sophisticated daily risk management for your GIA.
  • Unique to you
  • Managed daily
  • Unlimited changes
Stocks and Shares ISA
Make the most of your tax year allowance of £20,000 (2018-19).
  • Full transparency
  • 24/7 access
  • Monitored daily
Exo self-invested personal pension
A flexible way to invest your retirement savings.
  • Individually managed
  • The freedom to make changes
  • Long-term risk management

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.

Investing with Exo

take control

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.

portfolio adapts

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.

24 access

24/7 access

You can view and make changes to your account whenever you want.

Find the product which fits your needs

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.

Stock and share isa

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.

open general investment

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.

self invested




£10,000 - £100,000



+ £100,000



Your fee per month

+ ø0,25% ETF fees automatically deducted by the fund provider

Multiple individual portfolios
Daily analysis and rebalancing
Unlimited changes
No transaction fees
So you can add and withdraw funds freely.
No trading fees
To give you the freedom to control your portfolio.
No hidden commissions
So you always know how much you are going to pay.


More questions?

Visit our support center

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Chat with customer support

You can call us on 020 8068 0484 or contact us via our instant messenger.

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Drop us a line

Email us at and a member of the team will be in touch.

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