Investify Press Release March 2017 PDF

+352 27 86 28 70
presse@investify.com
www.investify.com
Press release from 01.03.2017 facebook.com/investify.de
twitter.com/@investify
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investify launches personalised asset management for
everyone
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With its new internet offer, investify offers savers and investors personalised asset management for
the first time, whereby it is possible to begin with a low investment amount. While established banks
only provide personalised asset management at an investment of at least 1 million or more, investify
offers this exclusive service to customers that invest a minimum of 5,000. This is possible due to a
digital business model on the internet. The investor uses the easily comprehensible web application
on https://investify.com/ in order to adapt their investment to their specific requirements. This is not
only very convenient for the customer; it is also particularly efficient.
Due to the previous practice of banks, the asset management service is relatively unknown to the
public. However, wealthy clients value the service offered by asset management providers since a
long time who take care of the specific needs of the customers and their investments. It is therefore
prescribed by law that the asset manager reviews the account, respectively the securities account,
daily for any action that may be required. When required, the asset manager intervenes immediately
to safeguard the customer from any negative developments. At investify, the computer takes over the
constant monitoring of all customer deposits.
As traditional savings products, such as savings accounts and time deposits are generating near
enough no interest in the current low-interest phase, asset management providers are investing client
deposits in stocks and bonds. With investify, exclusive mutual funds of notable companies are
employed as well as so called ETFs and actively managed funds. In addition, investify applies strict
quality and cost standards to products and identifies the best products for the investors based on
research data from Morningstar.
1|6 Geldanlage muss sich gut anfhlen.

investify S.A., 9 Avenue des Hauts-Fourneaux, 4362 Esch-sur-Alzette, Luxemburg
Verwaltungsrat: Martin Klsch (Vorsitzender), Tobias Haustein, Bernd Jnemann, Christian Kratz, Prof. Rdiger von Nitzsch, Dr. Martin Sttzel
Geschftsfhrung: Christian Friedrich, Sebastian Hasenack, Tobias Haustein, Christian Kratz
Registernummer: B 200 77 / RCS Luxemburg, Umsatzsteuer-ID: LU28117827, Zustndige Aufsichtsbehrde: CSSF Luxemburg
Experts know that it is not the individual product, but the entire asset structure which ultimately
determines the long term success of an investment. investify therefore divides asset management into
two blocks. The core investment forms the heart of the asset structure. It consists of a global portfolio
of broadly diversified ETFs. This is supplemented with investment themes. which the customers can
themselves choose from a catalogue of reviewed themes. Thereby customers can add an individual
grade to their assets and set priorities which correspond to their own ideas and concepts. In this way,
investify offers traditional investment themes, like, for example, the investment in gold or the
investment in companies with high yielding dividends, but also offers new ideas, such as ethical
investment, CO2 reduction and robotics.
Digitalisation means individuality, says University Professor Rdiger von Nitzsch from RWTH Aachen
University, who is board director at investify. Today there are hundreds of possibilities when it comes
to configuring a car. Why shouldnt this personalisation also be available to investors? says von
Nitzsch. While the digital asset management providers (also known as robo-advisors) already found on
the market, work with standardised solutions, investify allows the investor to invest in branches and
themes themes with which they personally identify and are at the same time particularly promising.
In this way, each one of investifys customers gets a personalised asset structure, which takes into
account three client-specific criteria in particular: personal attitude towards risk, financial
circumstances as well as the choice of investment themes. The optimal allocation and product choice
for our customers deposits are of the highest priority. Here we make use of the expertise of market
leaders in the area of investment analysis and product choice, explains Sebastian Hasenack,
responsible for portfolio management at investify. In relation to this, he also outlines the use of
Morningstar Directs database as well as the cooperation with BlackRock.
We are excited to partner in the launch of investify. Its clients can, as of now, take advantage of
various investment solutions based on iShares products in order to realise their personal investment
goals, says Christian Bimueller, head of digital wealth iShares sales at BlackRock in Germany. The
model portfolios based on iShares ETFs in combination with a categorisation concept designed
specifically for investify, support investors in their investments across a wide range of asset categories
and in targeted investment using comprehensive risk management. In addition, they have the option

to invest in a set of themes by means of iShares ETFs. These could, for example, be the global
megatrends, adds Christian Bimueller.
Interested investors can use the first personalised and fully digitalised asset management service via
the homepage https://investify.com/ today.
Of course many investors ask whether an investment with a FinTech, and therefore a new company on
the internet, is at all safe. In the case of investify, this question can be answered with an unequivocal
yes. Three factors which are particularly important are: (1) investify is licensed by the Financial
Supervision Commission. (2) investify opens an account/deposit for each customer at Baader Bank AG
in Munich and therefore has no direct access to the customers assets. (3) investify invests its
customers money almost exclusively in investment funds, which gives the investment a very high
level of protection.
In addition to this, the founders behind investify are notable and are not unknown to the financial
sector. Aachen-based aixigo AG provides software to many banks and financial service providers in
Germany, which these institutions use to provide investment advice to their customers. The
independent asset management provider Rhein Asset Management S.A. from Dsseldorf and
Luxemburg manages more than 1 billion worth of customer deposits. Both companies have been in
the market since 1999 and have been very successful in their respective fields.
It was a conscious decision to put the head office in Luxembourg. Luxembourg is the finance centre
of Europe. Luxembourg is a location, which enables European expansion and cooperation with banks
and financial service providers in multiple European countries, explains Christian Kratz, responsible
for business with banks and insurance companies at investify. investify does not only offer a solution
to individual clients, but also provides a turnkey solution to financial service providers. Companies
Europe-wide operate under the supervision of the Luxembourg financial supervisory authority, the
Commission de Surveillance du Secteur Financier (CSSF). To provide individual customers with local
contacts, investify is planning to set up new branches in Germany and Austria.
Alongside Erzbistum Berlin, the Versorgungswerk der Rechtsanwlte Rheinland-Pfalz (Pension Fund
for Lawyers in Rheinland-Pfalz) also belongs to investifys founding shareholders. Furthermore, former

football professionals have invested in investify. Christoph Metzelder, Jens Lehmann and Benedikt
Hwedes are backing investify. First and foremost, I invest in people. I have known the people behind
investify for eight years now. They are really good, says Jens Lehmann on his engagement.
Discover Whats Yours!
Please direct press enquiries to:
investify | Christian Kratz | presse@investify.com | +352 27 86 28 70
Tobias Sebastian Christian Christian

Haustein Hasenack Kratz Friedrich

Rhein Asset Management is an asset management provider with its headquarters in Luxembourg
and a branch in Dsseldorf. The company was founded in 1999. Customers of Rhein Asset
Management are currently entrusting funds of over 1 billion in value, which are managed by 20
employees. The team consists of experienced specialists, who develop and implement tailor-made
solutions for wealthy private clients and institutional investors. Reliability, discipline and
dependability combined with the goal of always trying to do the best for the client, characterises
the company philosophy. As experts on private and institutional asset management, you can
expect Rhein Asset Management to provide innovative and independent solutions in every market
phase. You can find further information on the company website: http://www.rhein-asset.eu
aixigo is the largest independent technology provider for financial consulting and advice in
Germany, Austria and Switzerland. The solution areas include pensions consultation, investment
advice, deposit reporting, portfolio management, robo-advice and technology, such as MiFID /
FIDLEG and Bank to Go. The software is always adapted to the needs of the particular bank and
their customers. In the area of investment consulting, aixigo offers solutions, which can provide
advice to private clients in the retail sector, private banking and asset management. aixigo
comprehensively covers all content-related as well as technical requirements. Portfolio
management systems are often complex. We offer you the newly developed high performance API
Services for portfolio management. It comprises complete functionality to cover all aspects of a
digital asset management service (e.g. performance measurement, risk monitoring, rebalancing).
aixigo API Services can efficiently manage millions of portfolios in just a few minutes. Even
extremely large portfolios (>30,000 transactions, a 10-year history) can be analysed in
milliseconds. Moreover, live communication between customer and deposit is possible. The
solutiona standard language service communicates with the APIs. This unique combination
makes results, requests and graphics with regards to the deposit available faster than ever before.
More information can be found on the company website: www.aixigo.de
BlackRock is a global leader in the provision of investment management, risk management and
advice for institutional investors. As of 30 September 2016, the company managed $5.1 billion in
assets. BlackRock helps customers to reach their financial goals and overcome their challenges. To
this end, the company offers a broad spectrum of products, which comprises asset management
mandate, mutual funds, iShares (exchange traded funds) and other pooled investment vehicles.
In addition to this, BlackRock offers via BlackRock Solutions risk management, strategic advice
and investment solutions to a broad list of institutional clients. BlackRock has its headquarters in
New York City, USA. As of 30 September 2016, the company had around 13,000 employees in over
30 countries. Thereby it has a meaningful presence in the biggest markets in the world, including
North and South America, Europe, Asia, Australia, the Middle East and Africa. Further information
can be found on the company website: www.blackrock.com | Twitter: @blackrock_news | Blog:
www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock
iShares is a world-leading provider of exchange traded funds (ETFs). iShares has more than ten
years of experience and serves private and institutional investors of all sizes. The company offers
more than 700 funds worldwide with various asset classes and investment strategies and as of 30
September 2016 it managed assets over $1 billion in value. iShares helps customers across the

globe to build portfolios, follow specific investment goals and to implement market opinions.
iShares funds benefit from the portfolio and risk management expertise of the asset management
provider BlackRock, which, on behalf of its customers, manages more money than any other
investment company (on the basis of $5.114 billion AUM as of 30 September 2016).


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+352 27 86 28 70

1|6 Geldanlage muss sich gut anfhlen.

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megatrends, adds Christian Bimueller.

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Discover Whats Yours!

Please direct press enquiries to:

investify | Christian Kratz | presse@investify.com | +352 27 86 28 70

Tobias Sebastian Christian Christian

4|6 Geldanlage muss sich gut anfhlen.

5|6 Geldanlage muss sich gut anfhlen.

6|6 Geldanlage muss sich gut anfhlen.

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