Who can open an account with True Wealth?
Any adult private individual resident in Switzerland can use True Wealth's wealth management and 3rd pillar services and open an account, provided there is no suspicion of money laundering or terrorist financing.
However, True Wealth AG is only licensed to provide asset management services in Switzerland. The legal relationship between the client and True Wealth AG is governed exclusively by Swiss law. Unfortunately, it is currently not possible to open an account for persons with a US background (US citizenship, residence in the USA or "resident alien" status).
More questions in "My Account"
How do I open an account with True Wealth?Where are my assets held?Can I open an account for a minor (child accounts)?What is a test account?Can I have multiple portfolios with True Wealth?What is the minimum amount for an account?Can the investment universe (Global or Sustainable) be changed retrospectively? Is it possible to give a power of attorney for an account to a third party?Can I open a True Wealth portfolio in the name of more than one person («compte-joint» or «joint account»)?What is the minimum amount for subsequent deposits?Can the custodian bank be changed later?What are the differences between a real account and a test account?Is there a True Wealth app?Which are the account-holding banks?I have a new e-mail address – how can I change it?Why is True Wealth not on the list of asset managers authorised and supervised by FINMA?Can I setup standing (recurring) orders for withdrawals?
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