True Wealth
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Everyone
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About this app
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).
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Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Financial info and 2 others
Data is encrypted in transit
You can request that data be deleted
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About the developer
True Wealth AG
it@truewealth.ch
Grubenstrasse 18
8045 Zürich
Switzerland
+41 44 508 70 17
