Created on 2018-09-20
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.
Investment Strategy
Sample strategy for Investor mit ausgewogener Risikotoleranz.
Yearly fee: 0.50%
Our yearly wealth management fee is 0.50% (billed quarterly).
It includes all trading commissions (brokerage) but also the currency exchange markups.
Trading costs charged by our custodian bank are subtracted from our fee on the subsequent billing.
Product cost (Ø TER):
The total expense ratio (TER) shows the cost of the investment products we select for you. The product costs are charged by the product suppliers, but are often not made transparent in the overall view.
Better investing. Lower costs.
Hefty fees are the enemy of your return. In today's low interest world more then ever. This is why we keep costs as low as possible. We select the most cost efficient investments. And our management fee of 0.5 percent includes it all:
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.
- Transparancy 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.
«True Wealth gives investors access to investment solutions which private banks only offer to clients worth millions while charging a great deal of money.»
«With a click, the commodity percentage falls from 8 to 4 percent, at the same time the bond-, cash- und equity portion is adjusted.»
«True Wealth responds to clients' preferences using a questionnaire and algorithms.»
«On every adjustment the effect on the diversification and total risk is shown. This way passive investing is fun to work with.»
«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»
«The company invests in the most liquid index products (ETFs) in order to keep costs low.»
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«The advisory concept is exceptionally good, their particularly low costs make the outfit so likable. Start a contest between your new wealth manager and your existing banking relationship.»
«This business model could change the banking industry.»
«Investing becomes affordable and easy: With True Wealth, investing in a diversified ETF portfolio only costs 0.5 percent - including the fees for the custodian bank.»
Any questions? Give us a call!
You have questions or want to give us some feedback? No problem. You can reach us Monday to Friday from 9am to 6pm under +41 44 508 70 17 or via E-Mail at support@truewealth.ch.