PricingBlog & News

Blog & News

Coffee Talk
The Conversation Series

Latest

#24 Investing in commodities: an introduction

What are the advantages and disadvantages of investing in commodities, and how...

21.05.2024

These fees apply when investing in Switzerland

Most investors are now aware that high fees and costs are real yield eaters....

16.05.2024

#23 Real estate or REITs: Which is the better investment?

Buying or renting a property? A question that occupies many people. It is also...

07.05.2024

ETFSee all

The ETF Boom: Growth for All

From an academic mind game to the standard of the modern investor: the triumph...

01.02.2024

#3 How to build a portfolio with ETF?

Welcome back to another exciting edition of our Coffee Break. In the last...

26.09.2023

#2 What is an ETF? And what to look for when choosing one?

Have you heard of ETF before but not sure what ETF is exactly? Don't worry,...

19.09.2023

Pillar 3aSee all

Pillar 3a: How to save twice as much tax

With the third pillar, you save on taxes. And not just when you pay in. If you...

07.12.2023

What is the maximum amount for the 3rd pillar in 2024?

Employed persons with a pension fund may pay in a maximum of CHF 7'056 in 2024....

08.11.2023

#8 No time for Pillar 3a?

In this blog post, we take a look at Pillar 3a and whether it's really worth...

07.11.2023

Basics of investingSee all

#24 Investing in commodities: an introduction

What are the advantages and disadvantages of investing in commodities, and how...

21.05.2024

These fees apply when investing in Switzerland

Most investors are now aware that high fees and costs are real yield eaters....

16.05.2024

#23 Real estate or REITs: Which is the better investment?

Buying or renting a property? A question that occupies many people. It is also...

07.05.2024

Pitfalls of investingSee all

The 9 most common investment mistakes – and how to avoid them

Investing your money instead of leaving it in your bank account means you can...

07.03.2024

#6 Drawdown: How much loss can you afford?

Today we are talking about a topic that is of great importance to many of you:...

24.10.2023

The «Sunk Cost Fallacy» is itself a fallacy

Investing time, money or resources even though it hasn't made sense for a long...

14.09.2023

Investing for expertsSee all

#16 FX Hedging: To hedge currency risk or not?

FX hedging, or hedging against currency risks, is a topic that is often...

06.02.2024

#12 How does the Black-Litterman model work?

In today's Coffee Break, we take a deep dive into the world of modern portfolio...

09.01.2024

Performance Calculation

What is the return on my portfolio? – At first glance, a simple question to...

26.12.2023

Investing for retirementSee all

#19 How to invest after retirement?

The decision between a lump-sum withdrawal and a pension after retirement is...

27.02.2024

Investing for childrenSee all

Talk – How to teach children about the world of finance

Our guest in today's Coffee Talk is Aysha van de Paer, financial expert and...

12.12.2023

#10 Child portfolio: Investing for and with children

Why investing in securities is the best choice and how children's portfolios...

05.12.2023

EconomySee all

Talk – Capitalism and the Market Economy

What is capitalism? What is wrong with capitalism? And how can we fix it? In...

14.03.2024

Talk – What is the economic situation in Switzerland?

Professor Dr. Tobias Straumann, one of Switzerland's best-known economists and...

27.12.2023

Company newsSee all

Talk - Why did you start True Wealth?

From an unexpected fortune to a digital wealth manager. In today's Coffee Talk,...

12.09.2023

The lowest fees in Switzerland

Low costs, highest transparency and an extremely user-friendly product: True...

03.08.2022

Product newsSee all

How much Russia is there in my portfolio?

How large is the share of Russian shares or bonds in my portfolio? And do I...

04.03.2022

How can I adjust my portfolio?

Would you like to reduce your investments in Asia? Or invest more in...

03.03.2022

SustainabilitySee all

#7 Does sustainable investing work?

The world of investing has changed dramatically in recent years as more and...

31.10.2023

Greenwashing: The limits of ESG and impact investing

Impact investing promises to make our world a little bit better with...

31.10.2023

Sustainable and climate friendly investing: At the expense of returns?

Sustainable investing is gaining momentum. But how can you invest in a...

31.08.2021