Investing with Exo

What makes our wealth management platform unique.

14 articles in this collection
Written by Nikolai Hack

Accounts

What is an Individual Savings Account (ISA)?

Written by Nikolai Hack
Updated over a week ago

Can I hold several ISAs alongside the Exo ISA?

Written by Nikolai Hack
Updated over a week ago

Are Exo ISAs flexible?

Written by Nikolai Hack
Updated over a week ago

What is a General Investment Account (GIA)?

Written by Nikolai Hack
Updated over a week ago

What is a periodic account statement?

Written by Nikolai Hack
Updated over a week ago

Methodology

Do you offer financial advice?

Written by Nikolai Hack
Updated over a week ago

Is Exo an active or a passive investment manager?

Written by Nikolai Hack
Updated over a week ago

What are the benefits of ETFs?

Written by Nikolai Hack
Updated over a week ago

Why is my risk profile important?

Written by Nikolai Hack
Updated over a week ago

What does it mean to select an investment focus area?

Written by Nikolai Hack
Updated over a week ago

How do you manage my portfolio?

Written by Nikolai Hack
Updated over a week ago

Why has the asset allocation of my portfolio changed?

Written by Nikolai Hack
Updated over a week ago

How do you calculate return rates?

Written by Nikolai Hack
Updated over a week ago

What is Exo's performance track record?

Written by Nikolai Hack
Updated over a week ago