True Wealth: Over 600 million francs in investment returns

Today, nearly 50'000 clients trust us and are successfully investing with True Wealth. We’d like to express our gratitude and provide a closer look at our shared success story.

Over 600 million Swiss francs in returns

Over the past few years, capital market returns have been predominantly positive, albeit accompanied by the usual ups and downs. As wealth managers, we’ve been pleased to see strong, steady growth in our client base and the assets entrusted to us. But how much of that investment return has ultimately remained with each individual client?

Today, we can proudly say: The net asset growth amounts to 692 million Swiss francs – after deducting all costs. Based on our broad client base and total assets under management of over three billion Swiss francs, this represents an increase in assets of over 14'000 francs based on a current average investment amount of 66'000 francs.

Over the course of a decade, our wealth management revenues have amounted to approximately 24 million Swiss francs. This represents a fair proportion relative to the returns generated. (Behind True Wealth is a dedicated team of 30 people who work every day to make precisely these results possible.)

The positive performance of the stock markets in the past is, of course, no guarantee that investors will be protected from market volatility. As always, the future remains uncertain, but a disciplined and cost-effective strategy pays off in the long run.