On average, women have much less money than men. Why? Because inequality begins in childhood and continues throughout a woman's financial life. Our goal is to change that.
Investment Philosophy
Did you know that you can achieve 21 times more by investing sustainably than by eating vegan and avoiding flights?
Too many technical terms?
And how! The jargon of the financial industry is unnecessarily complicated. We explain money things simply and usefully. ellexx is banking minus the bullshit. Rest assured: you understand a lot more about finance than you think. Enjoy!
Empower yourself financially with the support of our independent financial advisors
You want to manage your finances, invest your money wisely, or improve your retirement planning? The independent financial advisors will provide you with advice tailored to your needs. Personal, transparent, and on equal footing.
Your personal consultation in five steps
Ready, set, go!
You start by laying the foundation for your personal financial world: Together, we analyze your desires and needs. What counts are your life plan and your career history.
Wealth Check
Together with you, we review all the items and not only easily get a handle on your financial life, but improve your financial situation meaningfully and sustainably with more clarity and organization.
Living in the present
Every life phase is different and unique. Whether you're planning a family, going through a separation, starting a business, inheriting, or preparing for retirement, we discuss your challenges and have the right solutions for you.
Securing tomorrow
In the fourth step, we plan, invest, and provide for your future in a meaningful way. The independent financial advisors explore your relationship with and approach to risks, develop your financial vision together, and discuss and filter the right investment strategy for you. Benefit from our many years of experience and knowledge in financial markets, investment products such as ETFs, and sustainable investing.
Goal
Done! Now you can harness the positive power of capital. You are part of a fairer and more sustainable financial world.
Your finances, your choice
Choose your option:
Do you still have questions about the independent consultation? Here are our FAQs. Didn’t find your question? Contact us here.
Your Advisors
Our independent financial advisors understand the challenges in a woman's financial life. They help you find valuable answers to your questions. Together, they will organize your financial life and show you ways to use your money wisely.
Bente Roth
I have been working in the financial sector for 22 years, 16 of them as an independent asset manager. With my company Finanzweg GmbH, I have been helping women to become financially independent and invest cost-effectively since 2021.
My Mission: I want to encourage women to invest and take their future into their own hands by providing honest, direct and cost-transparent advice.
Rachel Alioska
With my Master’s in Finance from the University of Bern and in Wealth Management from the University of Rochester (USA), my certification as a Wealth Management Advisor from the Swiss Association for Quality (SAQ), and my training as a federally recognized financial planner, I have many years of professional experience and comprehensive knowledge to help you advance in wealth management. I offer extensive experience as an external asset manager at LFA-Zürich (Lugano Financial Advisors). Over the past 25 years, I have acquired my knowledge as a senior client advisor at UBS, Zürcher Kantonalbank, and Banque Pictet.
My Mission: It is my heartfelt mission to enable women to invest, make them confident in financial matters, and encourage them to make independent decisions.
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