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Investment process
Determination of risk tolerance, selection of investment instruments, and currency hedging
Introduction
I have opened an account. What is the next step?How does True Wealth determine my risk tolerance?How does True Wealth select the investment instruments?Can I invest in individual stocks with True Wealth?When and how often is trading carried out?Does True Wealth also offer portfolios in currencies other than the Swiss franc?Can I also use ETFs other than those suggested?Can the investment universe (Global or Sustainable) be changed retrospectively? Is securities lending excluded?Why does my portfolio return differ from the multi-asset benchmark?Can’t find what you’re looking for?
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