Wealth management. As simple as it gets.
You set the direction and keep full control over your investment strategy. Let us do the work: Always diversified, highly automated and thus much more efficient than investing has ever been.
You can test us without real money
Have you already seen our sample portfolio? The next step would be your personal virtual test account. This is easily opened and thus you can kick the tires and test all functionality without putting any real money at risk.
Better investing. Lower costs.
Hefty fees are the enemy of your return. In today's low interest world more than ever. This is why we keep costs as low as possible. We select the most cost efficient investments. And our management fee from 0.25 to 0.50 percent includes it all:
Custody fee: none
Product costs: As low as possible
Transaction costs: included
Deposits and withdrawals: included
Swiss Tax Statement: included
What's the benefit of professional wealth management with True Wealth?
An investment strategy that fits my situation. And which I can adjust at any time.
A reporting that is simple and clear. And that one understands at first glance.
Transparency right down to the last detail. We show you your total costs of investing.
Monitoring and rebalancing: We watch your portfolio and adjust it when needed.
Risk management and portfolio construction based on scientific principles.
High liquidity. So you can always dispose of your wealth.
We commit ourselves, so you don't have to.
Time efficient: Sign up for custody account and set your strategy within 30 minutes.
Test it: Explore all functionality in the test account without any real money at risk.
No minimal term. Termination is possible at any time, you dispose of your wealth.
Sustainable investing with ETFs
Sustainable Exchange Traded Funds (ETFs) give you access to stocks and bonds of companies which fulfill certain standards with respect to the environment, society, and corporate governance.
When you choose to invest sustainably with us, we put together a portfolio of ETFs which replicate sustainable indices, such as the SRI indices from MSCI. These SRI indices consist of only the top 25% of companies with respect to sustainability.
About True Wealth
True Wealth AG was founded in 2013 by internet pioneer Oliver Herren and physicist Felix Niederer as a Swiss corporation. Its registered place of business is Zurich. We are an independent asset manager and a member of the Swiss Association of Asset Managers (SAAM).