When do you trade?

To provide maximal cost efficiency and fair treatment of all our clients, we pool trades across client portfolios.

Currently we typically perform these trades every 1-2 business days, except for holidays (including holidays during which Swiss, European and US stock exchanges are closed) or extraordinary circumstances. After buying and/or selling necessary investment instruments (ETFs), we do the foreign currency trades necessary to balance your foreign currency positions in your True Wealth portfolio.

When you withdraw money from your portfolio or close your portfolio, we then instruct our custodian banks once the securities (ETF) trades and currency exchanges are carried out to transfer the money to your external bank account. Please do allow for a couple of days for this process.