True Wealth

Investing and retirement planning has never been so easy.
You determine the guidelines and retain control over your investment strategy at all times. We take care of the implementation: Simply, transparently and cost-effectively.

Have you already taken a look at the sample portfolio?
The next step would be your personal virtual test account. It's opened in no time and costs nothing – so you can put all the functions through their paces. Sit back and watch the performance of your portfolio.

Professional asset management does not have to cost a lot:
High fees are the main enemy of your returns. That's why we do everything we can to keep costs as low as possible. We choose the most effective investments. And everything is already included in our asset management fee of 0.25 to 0.50 per cent:
• Custody fee
• Trading commissions
• Deposits and withdrawals
• Swiss tax statement
• Risk profiling
• Portfolio rebalancing

External product costs (TER) are also very competitive. On average, they amount to only 0.18% for a global portfolio.

And we don't charge Pillar 3a at all: The management fee is zero point zero per cent. And on top of that, there's 1% interest on cash.

The minimum deposit for our asset management is CHF 8'500. We do not know any kickbacks, retrocessions or hidden fees. We are completely independent in our choice of investment instruments.

What do I get out of professional asset management with True Wealth?
• An investment strategy that suits you. And which you can change at any time.
• A reporting system that is clear. And that you understand at first glance.
• Transparency down to the last detail. We show the total costs at all times.
• You can choose between the global and sustainable investment universe.
• Monitoring and rebalancing: We monitor your portfolio and adjust it automatically if necessary.
• Risk management and portfolio building according to scientific principles.
• High liquidity. You control your assets at all times.
• Pillar 3a included free of charge. You can simply add it with a few clicks.

We make a commitment so you don't have to:
• Open a custody account and determine your investment strategy in less than 30 minutes.
• Test all the functions with the virtual account without a cent of real money.
• No minimum term. No lock-in, cancellation possible at any time. Exclusively liquid investments such as ETFs.

About True Wealth
True Wealth was founded in 2013 by Oliver Herren, co-founder of Digitec Galaxus AG and Felix Niederer, physicist and portfolio manager as a Swiss public limited company based in Zurich. Over 12'000 clients are invested via True Wealth's app and platform and entrust the company with around CHF 800 million.

True Wealth is licensed as a manager of collective assets and is subject to supervision by the Swiss Financial Market Supervisory Authority FINMA.