How to invest

  • Everything you need to know.

You can choose from a variety of options

You choose your preferred investment experts and their proven strategy

At Descartes Finance you can draw on proven, award-winning expertise by having your portfolio managed by the investment specialists of your choice. You can modify and expand your expert portfolio any time in accordance with your needs and preferences.

You manage your own portfolio

Descartes Finance offers discerning investors the option of building and managing their own strategy and portfolio with the help of an easy-to-use portfolio management system backed by intelligence, analysis tools and broad market data coverage. There are more than 10,000 investment instruments to choose from, from equities and bonds to ETFs and funds.

The process is simple, effective and efficient

Our offerings start from an initial investment of CHF 25,000.
Some of our strategies require a large number of different instruments to yield efficient diversification benefits, so in these cases we ask for a larger minimum investment.

How to invest


Click “Sign up”
and complete the investment profiling


Select the strategy and the custodian bank


Sign and send the documents received by email or postal mail


Fund your investment account
and manage your wealth

Sign up