It all started with a vision to combine our asset management experience with the scientific methods of modern portfolio theory into an online wealth management platform that is easy to use and offers investors full transparency. An automated investment solution that is uncompromisingly cost-efficient so that our clients enjoy bigger returns.
True Wealth AG was founded in 2013 by internet pioneer Oliver Herren and physicist Felix Niederer as a Swiss corporation. Its registered place of business is Zurich. We are an independent asset manager and a member of the Swiss Association of Asset Managers (SAAM).
«I am not an active trader – but I want to manage my wealth online. And I want full transparency. I don’t feel like wasting my time talking to client advisors from banks, who are solely driven by commission.»
Oliver Herren, Founder
Oliver is the founder of Switzerland’s largest online shop, digitec.ch, as well as of the fast growing online department store, Galaxus. Together with Felix, he started True Wealth in 2013.
«Responsible asset management should be easy for our customers. There are better things to do in life!»
Felix Niederer, Founder & CEO
After graduating in physics at ETH in Zurich Felix worked for a Swiss industrial enterprise. Later he worked in portfolio management and risk modeling at the leading Swiss re-insurance company, Swiss Re, as well as in asset and fund management at LGT Capital Partners.
«The Internet and wealth management belong together. We are on the cutting edge of financial technology.»
James Guthrie, CTO
James graduated with an MSc in Electrical Engineering and Information Technology from the ETH Zurich. He joined True Wealth because of his interest in FinTech.
«Transparency applies not only to our fee structure, but also to the open exchange with our clients.»
Raphael Wyss, Client Specialist
After completing an apprenticeship in banking, Raphael completed his studies in business administration. In his professional career, he worked in securities trading and in client services at various banks.
«Customer satisfaction and a comprehensible solution are the prerequisites for a successful partnership. These are our benchmarks.»
Gianmarco Amato, Client Specialist
After his apprenticeship in business at a private insurance company, Gianmarco gained further experience in the insurance industry. He is currently pursuing his Bachelor's degree with a major in Banking and Finance at the Zurich University of Applied Sciences.
«Simple, individual and sustainable – because investing money doesn't have to be complicated and expensive.»
Daniel Loher, Client Specialist
After his commercial apprenticeship, Daniel worked at various banks in client support, in the middle office as well as in the back office. In addition to customer consulting, his areas of activity also included taxes and product pricing.
«We are here to guarantee a reliable, cost-efficient and fully automated platform.»
Benedek Vartok, Software Engineer
Benedek graduated in Computational Science and Engineering from the ETH Zurich with honours while working for a FinTech-Startup. Due to his interest in numerical analysis, he is now working in portfolio optimization for True Wealth.
«For people who choose to do their business online, wealth management should be no exception.»
Lionel Miserez, Software Engineer
Lionel studied Computational Science and Engineering with specialization in Computational Finance at ETH Zurich. Before joining True Wealth he developed industrial software.
«We are constantly developing our platform. This is the only way we can offer a customer experience that is always a pleasure.»
Urs Wolfer, Software Engineer
Urs has been developing software for over ten years and has worked in the education industry. He deepened his specialist knowledge with a Bachelor degree at the Lucerne University of Applied Sciences and Arts, with a focus on software systems.
«Capable people and good team spirit are the secret ingredients to staying innovative and impactful.»
Nicole Miserez, Software Engineer
Nicole holds an MA in Banking & Finance (UZH) and a CAS in Software Engineering (HSR). Prior to joining True Wealth she developed software for Accenture Technology.
«Wealth management should be easily accessible to everyone. With a focus on usability, we can create an innovative experience.»
Damian Frizzi, Lead Frontend Engineer
Damian studied Web Design & Development at the SAE Institute Zurich. Before joining True Wealth, he was leading the front-end development of the largest online shop in Switzerland for several years.
«Good software is meant to enhance the experience of the user. While at it, we try to make it as transparent as possible.»
Martynas Subonis, Software Engineer
Martynas holds an MSc in Data Science (The University of Edinburgh) and a BSc in Theoretical Physics (Vilnius University). Before joining True Wealth, he developed compliance management software.
«I like to build software that creates a positive impact in people's lives.»
Francisc Neculau, Software Engineer
Francisc holds an BSc in Computer Science (UAIC Iasi). Before joining True Wealth, he worked as a software engineer in the banking and cloud industries.
«What can be automated, should be automated.»
Teymur Babayev, Software Engineer
Teymur studied Computer Science in ETH Zurich. Prior to joining True Wealth, he was developing logistics and fintech software.
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On our FAQ page you will always find current answers to frequently asked questions.