About True Wealth
Founded in 2013 by Oliver Herren, founder of digitec Galaxus, and Felix Niederer, physicist and portfolio manager, True Wealth revolutionized wealth management by introducing a scalable, easy-to-use and affordable online wealth management platform (aka robo advisor) that offers outstanding diversification and global participation even for smaller portfolios.
Our vision is to combine our asset and wealth management expertise with scientific methods of modern portfolio theory, offering an online wealth management platform that is easy to use, transparent and cost-efficient.
True Wealth is an independent wealth manager licensed by FINMA to manage occupational pension schemes and is also subject to its direct supervision.
Management Team
Felix Niederer
Co-founder and CEO
Dr. Ralf Gautschi
CTO
Susan Liu
CRCO
Elisabeth Pollner
CFO
Our Story
Give a children's portfolio as a gift – as a third party
Godparents, grandparents and friends of a child can now initiate the opening of an ETF children's portfolio. The legal guardians complete the process – and the investments can begin.
Even more transparency with the ETF-Lookthrough
Finding out which individual securities are held in an investment instrument is a time-consuming process. True Wealth clients can now see a clear list of all the individual securities held, whether they are companies or sovereign bonds.
Investment strategies with and without currency hedging
Our investment strategies now also include currency-hedged instruments and index funds exempt from withholding tax for Pillar 3a. FX hedging can be deactivated if desired.
Children's and youth portfolios
True Wealth is the first provider in Switzerland to launch ETF-based children's portfolios. The securities are held in an account in the child's name. The child can receive their own login details and thus learn about finance.
CHF 1 billion in assets under management
True Wealth has reached an important milestone: In July 2023, client assets under management exceeded the billion mark for the first time.
Simply activate Pillar 3a
True Wealth offers Pillar 3a investing as an integrated part of its wealth management services
FINMA license
True Wealth is granted a FINMA license as a manager of collective assets
Ten thousand clients
True Wealth reaches the milestone of ten thousand customers
Market launch in French
The complete offer is available in German, English and French
Biometric authentication
Secure and convenient login with faceID or fingerprint identification
New design
True Wealth allows itself a refreshed web appearance, with a CMS including multi-lingual blog posts
True Wealth App
Birth of the True Wealth App for iOS and Android
Real-time digital account opening
True Wealth extends its proprietary digital onboarding beyond FINMA compliant online client identification to include digital contracts and real-time account opening.
Switzerland's leading robo advisor
True Wealth becomes the largest robo-advisor in Switzerland, surpassing Swissquote's robo-advisor in terms of clients and AUM.
Erste Group SaaS launched
Erste Group successfully launched True Wealth's digital investment management solution
BLKB as custodian bank
Basellandschaftliche Kantonalbank (Swiss cantonal bank with state guarantee) added as second custodian bank
Sustainable and socially responsible investing (SRI)
True Wealth adds sustainable and socially responsible investing strategies.
100% growth in assets under management
True Wealth doubles assets under management, growing from CHF 50 million to CHF 100 million.
SaaS robo advisory
BLKB launches Digifolio, powered by True Wealth's SaaS solution
Digital client identification
First clients identified digitally on the day FINMA publishes its new guidelines
One thousand clients
True Wealth reaches its first milestone, managing 50 Million CHF in assets for one thousand clients
Best of Swiss Web Award
True Wealth wins Best of Swiss Web award in the category Business and Usability
Go-live
True Wealth launches first version of platform on 23 November 2014.
Founding
Oliver Herren, co-founder of digitec Galaxus, and Felix Niederer, physicist and portfolio manager, found True Wealth on 19.02.2013.
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