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% (calculation based on the average daily assets at the end of the day). It includes all trading commissions (brokerage). 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:

  • Custody fee: none
  • Kickbacks: 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.

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.