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Created on 2020-04-10
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 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!»
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.
«Intuitive and professional wealth management at the best price. That is our mission.»
Marcos completed his master's degree in economics at the University of Zurich. After several years working in various positions in the private banking industry, he moved to the management of a Swiss FinTech company.
«The Internet and wealth management belong together. We are on the cutting edge of financial technology.»
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.»
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.»
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.»
Marc has been working in the financial industry for over 8 years. Prior joining True Wealth, he worked in consulting and auditing where he took care of large-scale data analytics and process automation projects in Switzerland and abroad.
«We are here to guarantee a reliable, cost-efficient and fully automated platform.»
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 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 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.
«Innovative wealth management puts the user front and center. Our platform combines cutting-edge technology and immersive user experience.»
Lobsang has worked for over ten years as a UX / UI Designer in Telecommunications and Finance. Before joining to True Wealth, he worked on multi-tenant software solutions for video and voice streaming.
On our FAQ page you will always find current answers to frequently asked questions.