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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.

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Management Team

Profile picture of Felix Niederer

Felix Niederer

Co-founder and CEO

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Dr. Ralf Gautschi

CTO

Profile picture of Susan Liu

Susan Liu

CRCO

Profile picture of Elisabeth Pollner

Elisabeth Pollner

CFO

Our Story

2024

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.

2024

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.

2023

Portfolios for children and teens

True Wealth is the first provider in Switzerland to launch ETF-based child portfolios. The securities are held in an account in the child's name.

2023

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.

2022

Simply activate Pillar 3a

True Wealth offers Pillar 3a investing as an integrated part of its wealth management services

2022

FINMA license

True Wealth is granted a FINMA license as a manager of collective assets

2021

Ten thousand clients

True Wealth reaches the milestone of ten thousand customers

2021

Market launch in French

The complete offer is available in German, English and French

2021

Biometric authentication

Secure and convenient login with faceID or fingerprint identification

2020

New design

True Wealth allows itself a refreshed web appearance, with a CMS including multi-lingual blog posts

2020

True Wealth App

Birth of the True Wealth App for iOS and Android

2020

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.

2019

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.

2019

Erste Group SaaS launched

Erste Group successfully launched True Wealth's digital investment management solution

2019

BLKB as custodian bank

Basellandschaftliche Kantonalbank (Swiss cantonal bank with state guarantee) added as second custodian bank

2018

Sustainable and socially responsible investing (SRI)

True Wealth adds sustainable and socially responsible investing strategies.

2017

100% growth in assets under management

True Wealth doubles assets under management, growing from CHF 50 million to CHF 100 million.

2017

SaaS robo advisory

BLKB launches Digifolio, powered by True Wealth's SaaS solution

2016

Digital client identification

First clients identified digitally on the day FINMA publishes its new guidelines

2016

One thousand clients

True Wealth reaches its first milestone, managing 50 Million CHF in assets for one thousand clients

2015

Best of Swiss Web Award

True Wealth wins Best of Swiss Web award in the category Business and Usability

2014

Go-live

True Wealth launches first version of platform on 23 November 2014.

2013

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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