Can I have multiple portfolios with True Wealth?
No. If you are investing for yourself, we do not recommend that you spread your investment across multiple strategies. We will implement your portfolio with a broadly diversified strategy that best suits your personal risk tolerance and your overall financial goals. Any Pillar 3a deposits are also included in this holistic investment strategy.
If you have more than one savings goal, you can dispose of your money at any time and have partial amounts paid out free of charge.
If you wish to invest money from other adult family members, they must open their own True Wealth account. As a legal representative, you can open portfolios for children and young people at any time – they will receive a separate investment strategy.