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Strong demand for new children's portfolios from True Wealth

Press Release

Zurich, 14.12.2023

In September 2023, True Wealth became the first independent wealth manager to launch an ETF-based investment solution for children and young people. The new offering has now been very well received by the market: since its launch in September, the ETF-based portfolios for children and young people have been in high demand.

«Of the 1'000 securities portfolios opened, 50 percent are for the 0 to 6 age cohort, with the youngest child only a few weeks old,» says CEO Felix Niederer, summing up the current situation (see chart). The investment amounts range from a thousand to over half a million francs per child. This confirms that the child's long investment horizon is being put to good use and that a favorable balance between risk and return can be achieved.

True Wealth was launched over 10 years ago to revolutionize digital wealth management. Right from the start, True Wealth's pioneers focused on fully automated processes, the innovative and transparent app solution, and they stubbornly pursued one principle: the costs of wealth management must not stand in the way of returns for clients. Neither for adults nor for children.

Strengthening the financial education of young people

True Wealth's children's portfolio is a separate, legally protected account with its own investment strategy. Upon reaching the age of majority, the right of disposal is transferred to the child without the need to liquidate or transfer securities.

The account must be opened by the legal representative, i.e. the mother or father. Once opened, all family members and friends can pay in. «Our experience since the launch shows that children's portfolios are not only in demand from parents, but often also meet the wishes of grandparents in particular,» says Niederer.

The investment strategy is determined by the parents, but as soon as the child is capable of making decisions, parents can involve them in the decisions. Like everything else at True Wealth, this is done conveniently and easily online. Children and young people experience the market development of their portfolio live and familiarize themselves with volatility. Children can also make their own investment suggestions, although parents always have the last word. True Wealth's new child portfolio thus makes an important contribution to the financial education of the next generation.

Further information on children's portfolios here.

About True Wealth

True Wealth was founded in 2013 by Oliver Herren, co-founder of Digitec Galaxus AG, and Felix Niederer, physicist and portfolio manager. The online platform has consistently automated all processes of modern wealth management and offers clients domiciled in Switzerland a cost-effective wealth management solution from an investment amount of 8'500 Swiss francs or 1'000 Swiss francs for child portfolios and investments in Pillar 3a.
The company manages client assets in excess of one billion Swiss francs. The annual all-in asset management fee is 0.25-0.50%, depending on the investment amount. For Pillar 3a, the management fee is 0%.

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Press photos, logos and other documents are available for download here.


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