Investing has never been this simple.

You want to make sound investments without excessive fees? Open a True Wealth account today and never look back.

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.

Your investment amount

CHF

Your risk tolerance

Balanced (moderate risk)

Yearly fee: 0.50%
(per quarter: CHF 125)
Product Costs (Ø TER): 0.20%

Investment Strategy

Sample strategy for investors with moderate risk tolerance.

Asset Class	Allocation
Cash	2%
Bonds	24%
Real Estate Investment Trusts	11%
Natural Resources	7%
Equities	56%
Total	100%

Give it a try.

See sample portfolio

Your advantages with True Wealth

Low costs and fees

Management Fee:: 0.25 to 0.5%

Custody Fee Kickbacks: 0

Deposits / Withdrawals Transaction Costs Tax Statement: 0

Individual Strategy

Define a strategy that is tailored to your individual situation, but still adjustable at any time.

Choose our sustainable investment universe at no extra cost.

No lock-in, no minimum term, close your account at any time. Your wealth is at your disposal.

Secure and Automated

With True Wealth you have a fully automated investment solution that works out of the box.

With intuitive web and mobile application, as well as clear and transparent reporting, investing is as easy as never before.

Your investment, your choice of investment theme

We believe that costs must not stand in the way of decent returns. We therefore only select investment instruments with the lowest costs and strive to have our processes fully automated. Thus, we can often push total costs way below one percent. A tiny difference at first glance. But if you add interest and compound interest, the long-term benefit is substantial.

Investing globally in all liquid asset classes and markets without restriction of the opportunity set? Your personal investment mix ensures optimal exposure, matching your individual situation and your investment goals.

See sample portfolio

Investing sustainably while generating attractive returns? With True Wealth’s sustainable investment solution, you invest only in companies with higher ecological, social and corporate governance standards.

Learn more about Sustainable Investing

See sample portfolio

Our method

Why you are winning with True Wealth

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.

Automatic monitoring and rebalancing
We monitor your portfolio and adjust it when needed.
Risk management based on science
Our risk management and portfolio construction are based on scientific principles.
High liquidity
So that your wealth is always at your disposal.
Investment strategy that fits your situation
Find a strategy that is tailored to your individual situation, but adjustable at any time.
Simple and clear reporting
Easy to read and understand at first glance.

Do you have any questions? Check out our FAQ!

Ready to invest?

Create your portfolio now. Starting from CHF 8’500 initial deposit.

Create portfolio

From our blog

Drawdown: How much can you afford to lose?

Equities produce better returns than other assets. But corrections are part of the market. Be honest to yourself: Can you lose as much as you want to gain?

Read article

Press

«Well informed investors often realize that they obtain higher returns and better enjoy investing when they do it themselves instead of as previously leaving it to a bank»