Product news

#67 Multi-Asset-Benchmark: Der erste individuelle Vergleichsindex für Privatanleger

Investors often like to compare their performance to a well-known index. Many turn to the MSCI World Index. But is a pure equity index really the right benchmark for your investment strategy? It’s worth taking a closer look.

#67 Multi-asset benchmark: The first customized benchmark index for retail investors

Electronic identity is making a new start. After the people rejected the first e-ID bill in 2021, parliament has made improvements. The electorate will decide on the new bill on September 28.

E-ID: What would change for our customers?

#41 Die volle Durchsicht auf Einzeltitel: Mit dem ETF-Lookthrough

ETFs are efficient and popular investment instruments, but many investors find them abstract and intangible. It often remains unclear in which individual companies the invested capital flows. Does that have to be the case? No, not necessarily. With the ETF-Lookthrough, we have created a solution that creates more transparency.

#41 Full transparency of individual securities: with the ETF-Lookthrough

Would you like to invest more in European equities or less in real estate? Learn how to adjust your portfolio here.

Mit Währungsabsicherung dein persönliches «Risikobudget» besser ausschöpfen.

Beim Investieren gibt es bekanntlich keine schnellen Abkürzungen: Wenn du dein Vermögen langfristig vermehren möchtest, musst du bereit sein, dein Vermögen dem Risiko von Wertschwankungen über einen längeren Zeitraum auszusetzen. 

Idealerweise ist dein Portfolio dabei global in verschiedenen Wirtschaftsräumen investiert.

Doch das stellt viele Investoren vor ein Dilemma. 

Denn ein global diversifiziertes Portfolio ist nicht nur den Marktschwankungen in den einzelnen lokalen Märkten ausgesetzt, sondern auch dem Fremdwährungsrisiko.

Das Gute ist jedoch: Das Kursrisiko, das sich aus dem Halten von Wertschriften in Fremdwährungen ergibt, kannst du durch ein sogenanntes FX-Hedging (Foreign Exchange Hedge) absichern.

Wie das genau funktioniert, wie viel Währungsabsicherung sinnvoll ist und wie wir bei True Wealth Währungsabsicherung einsetzen, erfährst du im heutigen Coffee Break. 

Höre jetzt rein.  

Hast du Fragen oder Anmerkungen? Hinterlasse dein Feedback in der Kommentarspalte oder schreibe uns eine E-Mail. Möchtest du mehr über online Vermögensverwaltung erfahren? Dann besuche unsere Webseite:

#vermögenverwaltung #investieren #truewealth #etf

#26 Mit Währungsabsicherung die Rendite langfristig verbessern

Currency hedging can help you improve your returns over the long term. Find out how it works, how much currency hedging makes sense and how we use currency hedging at True Wealth. 

#26 Improve your long-term returns with currency hedging

How large is the share of Russian shares or bonds in my portfolio? And do I have to do anything to reduce it?

How much Russia is there in my portfolio?

As 2020 nears an end we thought it would be interesting to share an overview of what True Wealth has been up to throughout this year, enriched with some additional information. This recap goes through most of the public-facing things which the engineering team worked on throughout 2020.

«It pays to compare apples and oranges»

Are your custody account fees and transaction costs too high? If so, don't look for a different broker. It’s cheaper to have your assets managed instead.

Wealth Management: Even Cheaper Than Trading Yourself

As a real Internet company, you also have to be accessible on the move. True Wealth has been responsive for several months now, meaning that it can also be optimally operated on smartphones. More and more customers are using this option.

True Wealth, the number one in online wealth management in Switzerland, is scrapping its previous minimum quarterly fee of CHF 25. This change will take effect retroactively from January 1, 2016.

Product news

#67 Multi-asset benchmark: The first customized benchmark index for retail investors

E-ID: What would change for our customers?

#41 Full transparency of individual securities: with the ETF-Lookthrough

How can I adjust my portfolio?

#26 Improve your long-term returns with currency hedging

How much Russia is there in my portfolio?

Product Recap 2020

Wealth Management: Even Cheaper Than Trading Yourself

True Wealth app for your smartphone

True Wealth removes the minimum fee