Interesting insights from the True Wealth blog

In the past, you trusted your bank advisor and were the center of attention. Today, you are often just a number – with standardized advice and hidden costs. Your return? Limited. Your control? Minimal.

Big banks rely on high fees and self-serving products.


The solution? Modern wealth management that puts you at the center – cost-efficient, transparent, and flexible.

True Wealth brings technology and independence together:

For your free assets: ETF-based wealth management – invested in liquid assets.

For your Pillar 3a: tax-optimized retirement provision – integrated into your wealth management.

In the children's portfolio: expertise and wealth building for the next generation.

The future of online wealth management:

See for yourself how you can invest with our sample portfolio.

True Wealth, online wealth management. Intuitive, transparent, cost-efficient: invest and build wealth with ETFs.

True Wealth – Online wealth management in Switzerland

Return achieved thanks to tax deduction

Tax rates on pension benefits

A small additional return of a good 20 percent? What sounds almost too good to be true is possible thanks to pillar 3a and tax deductions.

Optimize your taxes with pillar 3a when building up your wealth

Private pension plans offer additional returns thanks to tax deductions on contributions and a savings phase that is exempt from income and wealth taxes.

#59 Säule 3a fürs Eigenheim: Vorbezug oder Verpfändung?

Anyone who wants to realize their dream of owning their own home will sooner or later be faced with the question of optimal financing. Buyers of residential property can either withdraw funds from pillar 3a early or pledge them as collateral. Both options have different financial and tax implications that you should be aware of. 

#59 Pillar 3a for buying your own home: early withdrawal or pledging?

Early withdrawal or pledging of pillar 3a for your own home? What are the advantages, disadvantages and tax implications?

Pillar 3a for buying your own home: early withdrawal or pledging?

Schützen dich Schweizer Aktien vor Währungsrisiken?

So einfach ist das leider nicht. Je nach Geschäftsmodell und Anteil der inländischen Produktion wirkt sich ein stärkerer Franken sehr unterschiedlich auf die Kurse börsenkotierter Firmen aus.

Eindrücklich aufzeigen lässt sich das am Frankenschock vom 15. Januar 2015. Wie sich dieser auf Schweizer Aktien und andere Anlageklassen auswirkte, erfährst du im aktuellen Coffee Break.

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Erfahre hier mehr über True Wealth: https://www.truewealth.ch/?utm_source=vimeo&utm_medium=organic_social&utm_campaign=podcast_schweizer_aktien_waehrungsrisiken

Oder folge uns auf LinkedIn: https://www.linkedin.com/company/true-wealth/

#fonds #vermögensverwaltung #investieren #truewealth

#58 Schweizer Aktien – Schutzschild gegen Währungsrisiken?

Swiss stocks are traded in Swiss francs. Many investors therefore assume that they do not bear any currency risk. But is that really true? A look at the past shows that currency also plays an important role in Switzerland.

#58 Swiss stocks – a hedge against currency risks?

Swiss stocks are traded in Swiss francs – does that mean there is no currency risk? Find out how the Swiss franc shock of 2015 affected stocks and bonds and what investors should look out for.

The financial world has changed.

Wealth management can be so simple

Interesting posts from the True Wealth blogSee all

Optimize your taxes with pillar 3a when building up your wealth

#59 Pillar 3a for buying your own home: early withdrawal or pledging?

#58 Swiss stocks – a hedge against currency risks?