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Knowledge

In addition to our FAQ you find here more detailed information about True Wealth and responsible investing.

Customer Information

About True Wealth

True Wealth AG (True Wealth for short) is a stock corporation established under Swiss law. Its registered place of business is in Zürich and its registered address is Grubenstrasse 18. True Wealth provides asset management services for its clients. Oliver Herren and Felix Niederer hold a majority stake of True Wealth, among minority shareholders is the Basellandschaftliche Kantonalbank. Felix Niederer is chairman of the board.

The provision of financial services by True Wealth is subject to the «Swiss Code of Conduct for Independent Asset Management» («Schweizerische Standesregeln für die Ausübung der unabhängigen Vermögensverwaltung»), recognized by the Swiss Financial Market Supervisory Authority (FINMA) and issued by the Swiss Association of Asset Managers (SAAM), as amended (hereinafter referred to as «Swiss Code of Conduct»). True Wealth is a member of SAAM's self-regulation organization. SAAM monitors and supervises True Wealth's compliance with the Swiss Code of Conduct. Complaints about True Wealth in this regard may be addressed to SAAM.

True Wealth manages – unless there are agreements to the contrary – based on a power of attorney limited to administrative tasks – client assets deposited with a bank. It enters into a written asset management agreement with its clients, which governs the obligations and authorizations of True Wealth and the rights of clients.

True Wealth is authorized to provide investment advice and asset management services in Switzerland only. The legal relationships between the client and True Wealth are exclusively governed by Swiss law. True Wealth assumes that clients are aware of this at the time the business relationship commences.

Furthermore please note that in case of a dispute as a client of True Wealth you have the option to request a dispute resolution service with OFS Ombud Finance Switzerland, 10 rue du Conseil-Général, 1205 Geneva, Switzerland.

Fees and payment

The remuneration True Wealth receives for its services derives exclusively from the management fee paid by its clients. True Wealth aims to arrange the services provided for its clients by banks, fund companies, and issuers on terms that are as favorable as possible. If True Wealth receives settlements from third parties, it will pass them on to its clients, unless there are regulatory requirements to the contrary.

Risks of investing

Investing involves risks. A detailed summary is given here: Risks Involved in Trading Financial Instruments.

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