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.
«I appreciate transparency, expertise and sophisticated strategies for my investments.»
Birgit Wohlfahrt, CFO
Birgit is a finance professional with proven track record and long-time experience in FinTech. After her studies, she continued her education at several places, last at the Harvard University. She currently holds professional licenses with both, the Institute of Management Accountants (CMA, USA) and with the Association of Chartered Accountants (FCCA, UK).
«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.
«Intuitive and professional wealth management at the best price. That is our mission.»
Marcos Gonçalves, Head of B2C
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.
«Banking must be comprehensible, simple and transparent for everyone. These principles guide all our actions and solutions.»
Christoph Erb, Head of B2B
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.
«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.
«Online, transparent and adaptable to my personal needs. Investing can be as simple as that.»
Annina Rohrbach, Business Analyst
During her studies in Business Information Technology, Annina worked in Software Engineering. After graduating at the Zurich University of Applied Science she spent several years as a Business Analyst for a Consumer Finance Bank.
«Simple, individual and sustainable – because investing money doesn't have to be complicated and expensive.»
Marc Julien, Business Analyst
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.
«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 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.
«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.