Grow your wealth with growth trends
Werthstein zeitgeists let you invest in the current trends you believe in – with your own customized managed portfolio!
WERTHSTEIN ZEITGEIST NR. 36
From fat to fit

Everyone knows that sugar is sweet, but it is also detrimental to our health. So how about investing in alternative? In an investment that does not leave an aftertaste?

+71,01%
WERTHSTEIN ZEITGEIST NR. 43
The sky’s not the limit

Traveling to Mars, the universe as an interstellar highway – just a vision of the future? If so, it is one with very concrete plans. This makes the topic interesting for investors as well

+22,58%
WERTHSTEIN ZEITGEIST NR. 37
Deluxe commuting – Get in, drive off, sit back

Cars without drivers are at present just a possible future, but one that is swiftly growing ever closer.

-5,59%
WERTHSTEIN ZEITGEIST NR. 50
True love knows no bounds

Pets are a growth market – for feed manufacturers, but also for less obvious profiteers.

+17,19%
START TO MANAGE YOUR WEALTH

Focus on growth trends to grow your wealth

Your are looking for a modern investment solution with exceptional performance opportunities – convenient, secure, and affordable? Our professionally managed investment portfolios may just be right for you!

We manage your wealth with an active investment approach according to your personal investment strategy, starting from 20,000 Euros. Select Werthstein zeitgeists yourself or switch on our AutoPilot.

Your assets are held securely with our custody partner Baader Bank AG in your own securities account, in your own name. Fully protected by EU laws.

Werthstein’s managed investment portfolios combine the best of both worlds: the convenience of all things digital and the expertise of seasoned investment professionals. Let’s talk about it today!

How it works

Stay on top of the zeitgeist!

Our newsletter, written by our experts, keeps you up to date with current news and investment opportunities of our zeitgeist investments.

Convenient, secure, affordable, always on the zeitgeist. Your benefits

Service and advice

We are humans you can talk to. By phone, e-mail, or chat. Let us give you advice and enjoy our original videos and newsletters.

Actively managed portfolios

Invest like a pro with our managed portfolios. Carefully crafted from individually selected stocks or ETFs. From 20,000 Euros initial investment.

Your custom strategy

Determine your risk level and select zeitgeists you believe in. Or switch on our AutoPilot to let us suggest zeitgeists for you.

Low fees

Our management fee is 0.85% per year for investments below 100,000 Euros and 0.35% for incremental amounts above. No further costs.

Security

Only you can move funds from your securities account, our data centre is state of the art, and your funds are legally protected.

Convenience

Open your account, set your risk level, select and change zeitgeists – 100% online. No need to go to a branch or sign paperwork.

Active portfolio management by seasoned experts

We are investment professionals and our mission is to change the way you invest. We want to make it easier for you to invest in those parts of the markets where the growth is – and at the same time, customize your investment strategy according to your personal interests and beliefs.

The Werthstein
Expert Modules

Werthstein zeitgeists
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Thematic investments developed by Werthstein are unique baskets of stocks or ETFs which cover current trends in technology, economy or society and are based on our own thorough research. Selecting zeitgeists for your portfolio allows you to customize your personal investment strategy.

Werthstein Base Portfolio
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A broadly diversified investment in global stocks and bonds is the neutral basis from which you start customizing your portfolio and also serves to manage the desired risk level of your portfolio. It is actively managed by the Werthstein investment committee according to the current market environment.

Werthstein AutoPilot
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Would you like us to select zeitgeists for you? No problem! Simply turn on our new Werthstein AutoPilot. With AutoPilot on, we invest your portfolio exactly according to the recommendation of our investment committee. Of course you can always take over again and change the zeitgeist selection as you like.

Manage your wealth

Period
  • Good performance (95% quantile)
  • Medium performance (50% quantile)
  • Investment Amount
  • Bad performance (5% quantile)

Disclaimer: The performance shown above is derived from past experience and is no sure indicator of future performance. The gross performance shown will be reduced by the annual costs shown below.

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Include selected Zeitgeists
(Current selection of the Werthstein Investment Committee. Clients can easily add or remove Zeitgeists for their own selection.)
Stocks
Investment Grade
Bonds and Cash
  • The thing about mixing
  • Green Yield
  • The thing about mixing
  • Green Yield
  • Rising Digital Champions
  • Cats and Dogs
  • Passion for Sports
  • The fight against sugar
  • Rising Rates
  • The thing about mixing
  • Green Yield
  • Rising Digital Champions
  • Cats and Dogs
  • Passion for Sports
  • The fight against sugar
  • Rising Rates
  • eHealth
  • Gold
  • 3D printing
  • The thing about mixing
  • Green Yield
  • Rising Digital Champions
  • Cats and Dogs
  • Passion for Sports
  • The fight against sugar
  • Rising Rates
  • Space Travel
  • eHealth
  • Gold
  • Green Pioneers
  • 3D printing
  • The thing about mixing
  • Rising Digital Champions
  • Cats and Dogs
  • Passion for Sports
  • The fight against sugar
  • Rising Rates
  • Space Travel
  • Northern Lights
  • eHealth
  • Gold
  • Green Pioneers
  • 3D printing
Initial investment
Amount
€ 20,000 € 5,000,000
Monthly investment
Amount
€ 20,000 € 5,000
What risk level do you feel comfortable with?
Medium Risk
Low Medium High
All in fee
For initial investment. Covers our investment management fee as well as account fees, custody fees, and transaction fees.
Strategy: Balanced
Opportunities for returns on the capital markets are to be used moderately. A balanced risk is accepted for this.
Suitable for
Investors who want to protect their assets from major losses in value.
Key characteristics
  • Equity ratio: 0%
  • Maximum expected annual loss: 2%
  • Catch up time: 1 year
Strategy: Conservative
The value retention of the investment is in the foreground compared to the expected return. Interest income is the main target.
Suitable for
Investors for whom avoiding losses in value over a medium term is more important than achieving higher returns.
Key characteristics
  • Equity ratio: 30%
  • Maximum expected annual loss: 8%
  • Catch up time: 3 years
Strategy: Balanced
Opportunities for returns on the capital markets are to be used moderately. A balanced risk is accepted for this.
Suitable for
Investors who want to build up assets over a medium to long period of time.
Key characteristics
  • Equity ratio: 50%
  • Maximum expected annual loss: 13%
  • Catch up time: 5 years
Strategy: Yield
Risks should be accepted in order to generate profits. A predominant proportion of shares is earmarked for this purpose.
Suitable for
Investors who wish to achieve stronger asset growth over a longer period of time.
Key characteristics
  • Equity ratio: 70%
  • Maximum expected annual loss: 18%
  • Catch up time: 7 years
Strategy: Speculative
Maximum return is the focus of the investment. Significant fluctuations in fixed assets are deliberately accepted.
Suitable for
Investors who plan to build up very long-term assets or accept higher risks for taking advantage of short-term investment opportunities.
Key characteristics
  • Equity ratio: 100%
  • Maximum expected annual loss: 18%
  • Catch up time: 10 years
Do you like your configuration? Register now!
SAVE FOR LATER REGISTER NOW
We will send you a link with your current configuration by e-mail.

Does Werthstein match your needs? Find out now!

Book your personal consultation now. In this conversation, we would like to really understand your personal needs. We want to show you how Werthstein can help you reach your financial goals.

 

Maybe you would like to test how investing with Werthstein feels like? Ask us for a demo account!

 

Curious?

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Visit our webinar

Our next webinar will take place on September 26 at 18:00 CET (webinar held in German)

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How to start your Werthstein portfolio

Opening a Werthstein account is easy, takes just a few minutes, and works 100% online.

  • Determine your risk level
  • Perform online identification
  • Select zeitgeists or turn on AutoPilot

Invest in zeitgeist wikifolios

If you want to manage your wealth yourself, you can still invest in selected zeitgeists with wikifolio. 
View zeitgeist wikifolios

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