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«Service as in Private Banking – At a Way Lower Cost»

Tax Return: Completed Faster, More Money Back

By the end of March: Extend the deadline or submit your tax return. We will help you to finish on time and reclaim all withholding taxes.

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True Wealth Clients: 100 Million Investment Gains

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«Women need to get off the sidelines and start investing now»

We sat down for an exclusive interview with the Swiss «Finfluencer» Aysha van de Paer to talk about her financial advice for women and why she’s a big fan of robo advisors like True Wealth.

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«Those who invest in shares regularly lose half of their investment»

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?

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Sustainable and climate friendly investing: At the expense of returns?

Sustainable investing is gaining momentum. But how can you invest in a sustainable and decarbonised future without impairing your returns?

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Successfully entering the stock market – ETFs make it easy

In the current environment of low interest rates and pricey real estate, the stock market offers an attractive alternative for savings. Simple and cost-efficient solutions are most suitable.

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Performance Calculation

Performance Calculation

“What is the rate of return of my portfolio?” - This seems to be a simple question, to which one would hope there is a simple answer. Unfortunately neither the question nor the answer is simple, and we notice that a lot of our customers stumble over this fact. We will look at various methodologies and explain in detail how to calculate the yield of your portfolio.

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