Does True Wealth receive kickbacks or retrocessions?

No, True Wealth does not receive kickbacks or retrocessions, nor does it charge hidden fees. We are completely independent and select all investment instruments as if we were investing our own assets.

It’s also worth noting that passive (i.e., index-based) ETFs are less affected by this issue anyway, as they typically have low total expense ratios (TERs), which leave little room for retrocessions. Additionally, ETFs are bought and sold directly on the stock exchange, so no purchase or redemption fees apply.

In the video podcast with CEO Felix Niederer, you can learn more about transparency, retrocessions, and hidden costs, as well as what makes a good wealth manager.