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.
«Our platform is convenient and allows for efficient wealth management. That's how user-centered technology should be done.»
Silvio Böhler, Head of Technology
Silvio graduated in Software Engineering from the ETH Zurich and is a CFA Charterholder. He spent several years in strategy consulting and energy trading.
«Our platform combines professional investment management with individual customer preferences. Exactly how investing should be.»
Daniel Gilomen, Business Development
Daniel has a master's degree in Management from the London School of Economics. Prior to True Wealth, Daniel worked for over nine years as a consultant for Deloitte and Simon-Kucher & Partners advising banks in their product offering, pricing and sales strategy.
«Banking must be comprehensible, simple and transparent for everyone. These principles guide all our actions and solutions.»
Christoph Erb, Business Development
Christoph studied economics at the University of Zurich. He has over 10 years of experience as a member of the Executive Board of Finnova (core banking provider in Switzerland) where he was responsible for the Customer Care division.
«Our customers and their needs are our number one priority. We want to create a positive experience for them.»
Tanja Ljevar, Marketing Manager
Tanja worked in portfolio management for five years. When she started studying marketing, she began to work at a digital advertising agency. At True Wealth, she can combine these two interests.
«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.
«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.
«The Internet and wealth management belong together. We are on the cutting edge of financial technology.»
James Guthrie, Software Engineer
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.
«We offer a disruptive technology and make sure it stays that way.»
David Hostettler, Software Engineer
David studied Computer Science at the FHNW. He worked as a software engineer for different companies and was Lead Developer for an edtech startup.
«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.