Intelligent Investing Made Simple
You have worked hard for your money and we know it is sometimes difficult to find the right people to look after it and care for it as much as you would.
At COCOA we are challenging the traditional banks and the way you and I save and invest. We have built something different with an online investment service built around you and cutting out the middleman.
It doesn’t matter if you have a small amount to start with or a lot, with us you can make your savings work hard twenty-four hours a day, so you don’t have to.
How it Works
You tell us your preferences
You tell us your goals, tolearance for risk and investment horizon.
We build you a portfolio
Based on your preferences we build you a personalized investment portfolio that suits you.
You get peace of mind
Investment portfolios are adjusted to keep you on track, constantly reviewed by financial experts.
Invest Your Way
Automatically set your bank account to invest your spare change whenever you make purchases from your daily purchases and watch your savings build up in no time.
Set recurring daily, weekly or monthly deposit amounts as a simple and easy way to build up the amount in your COCOA account.
Invest lump sums into your portfolio account whenever you want and use our technology to monitor it whenever and wherever you want.
At COCOA we offer five unique funds that you can use to build up your own personalised investment portfolio.
ETF & Index Trackers
Our funds only use Exchange Traded Funds and Index Trackers from some of the worlds largest providers to gain diversified market exposure.
Cost effective, Transparent and Highly Liquid
The exclusive use of these vehicles allows access to a broad range of asset classes, that are cost effective, transparent and highly liquid. This gives you the greatest flexibility to withdraw funds as and when you need while keeping the costs to a minimum.
Your personal investment style
The funds all have a unique risk profile and are regularly rebalanced to keep them on track. We do not pick stocks and our funds are not designed to benefit from short term gains, but rather conservatively build wealth over time.
At COCOA we Take Security of Your Information and Money very Serioulsy
*FSA Authorisation to be granted before any investment product will be open to the general public.
Currently Cocoa Invest will not accept client funds as FSA approval is pending application.
Be among the first to try out Cocoa Invest
Please provide your name and email address and we will contact you as soon as we are live. We are currently shaping our product and may even contact you for your views.