Where are my assets held?
Your untied (free) assets are held in an independent custody account at the account-holding bank, which is in your name. You can choose between an international banking group and a Swiss cantonal bank with a state guarantee.
- Basellandschaftliche Kantonalbank (BLKB) with a state guarantee from the Canton of Basel-Landschaft.
- Saxo Bank (Switzerland) AG with a Swiss banking license and deposit insurance up to CHF 100'000.
Pillar 3a assets are held by a pension foundation in accordance with legal requirements; in our case, this is the BLKB Pension Foundation 3a Digital.
As your wealth manager, True Wealth may execute transactions on your behalf in the investment instruments you have selected and charge the applicable management fees. However, you remain the owner of your securities at all times.
More questions in "My account"
Who can open an account with True Wealth?How do I open an account with True Wealth?What is the minimum amount required to open an account?What is the minimum amount for subsequent deposits?Can I have multiple portfolios with True Wealth?Can I open an account for a minor (child accounts)?Is it possible to give a power of attorney for an account to a third party?Is there a True Wealth app?Can I open a True Wealth portfolio in several people's names (joint account)?I have a new phone number – how can I change it?I have a new e-mail address – how can I change it?I have moved to a new address in Switzerland. How do I change my address?I am planning to move abroad. Can I keep my account?Is it possible to change the custodian bank retrospectively?What is a test account?How can I delete my test account?Why is True Wealth not on the list of asset managers authorised and supervised by FINMA?
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