Where are my assets held?
Your untied (free) assets are held in an independent custody account in your name at our account-holding bank. 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) with a Swiss banking license and deposit insurance up to CHF 100'000.
Pillar 3a assets are held in accordance with legal requirements at a pension foundation, in our case at the Pension Foundation 3a Digital of BLKB.
True Wealth, as your mandated wealth manager, can carry out transactions for you in the selected investment instruments and debit the applicable asset management fees, but does not own your securities.
More questions in "My Account"
How do I open an account with True Wealth?Can I open an account for a minor (child accounts)?Who can open an account with True Wealth?What is a test account?Can I have multiple portfolios with True Wealth?What is the minimum amount for an account?I have a new phone number – how can I change it?I have moved to a new address in Switzerland. How do I change my address?Is there a True Wealth app?I have a new e-mail address – how can I change it?What is the minimum amount for subsequent deposits?Is it possible to change the custodian bank retrospectively?Can I open a True Wealth portfolio in several people's names (joint account)?Is it possible to give a power of attorney for an account to a third party?Can I set up standing (recurring) orders for withdrawals?How can I delete my test account?I am planning to move abroad. Can I keep my account?Why is True Wealth not on the list of asset managers authorised and supervised by FINMA?
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