About True Wealth
Our ETF-based wealth management makes investing and saving for retirement easier than ever. Today, we manage assets worth over CHF 2.5 billion for more than 40'000 clients.
Online wealth management:
You set the targets and retain control over your investment strategy. We take care of the implementation.
Our management fee of 0.25 to 0.5 percent covers numerous services: portfolio construction, rebalancing, custody fees, trading fees, deposits and withdrawals, the Swiss e-tax statement, and risk profiling.
At 0.13 percent for a typical, globally diversified, equity-oriented portfolio, the external product costs (TER) are extremely cost-efficient. FX hedging and sustainable investments are available as options. The minimum deposit is CHF 8'500.
ETF child portfolio:
It works like our wealth management solution. The account is in the child's name and is fair to the child. There is also a voucher for friends and relatives who would like to give a child portfolio as a gift. From CHF 1'000.
Pillar 3a:
The third pillar is seamlessly integrated into our wealth management solution, but can also be used as a standalone product. We manage your assets in pillar 3a free of charge, with a management fee of 0.0 percent. In addition, you receive 0.45 percent interest on cash. From CHF 1'000.
About True Wealth:
True Wealth was founded in 2013 by Oliver Herren, the co-founder of Digitec Galaxus AG, and Felix Niederer, physicist and portfolio manager. It is a Swiss public limited company based in Zurich. True Wealth is licensed as a wealth manager of collective assets and is supervised by the Swiss Financial Market Supervisory Authority (FINMA).
Online wealth management:
You set the targets and retain control over your investment strategy. We take care of the implementation.
Our management fee of 0.25 to 0.5 percent covers numerous services: portfolio construction, rebalancing, custody fees, trading fees, deposits and withdrawals, the Swiss e-tax statement, and risk profiling.
At 0.13 percent for a typical, globally diversified, equity-oriented portfolio, the external product costs (TER) are extremely cost-efficient. FX hedging and sustainable investments are available as options. The minimum deposit is CHF 8'500.
ETF child portfolio:
It works like our wealth management solution. The account is in the child's name and is fair to the child. There is also a voucher for friends and relatives who would like to give a child portfolio as a gift. From CHF 1'000.
Pillar 3a:
The third pillar is seamlessly integrated into our wealth management solution, but can also be used as a standalone product. We manage your assets in pillar 3a free of charge, with a management fee of 0.0 percent. In addition, you receive 0.45 percent interest on cash. From CHF 1'000.
About True Wealth:
True Wealth was founded in 2013 by Oliver Herren, the co-founder of Digitec Galaxus AG, and Felix Niederer, physicist and portfolio manager. It is a Swiss public limited company based in Zurich. True Wealth is licensed as a wealth manager of collective assets and is supervised by the Swiss Financial Market Supervisory Authority (FINMA).
