Wealth management
Investing with ETFs: simple, transparent and cost-efficient
Our online wealth management provides clear guidelines and keeps your strategy on track – you benefit from professional management without having to act as your own risk manager.
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Building wealth can be easier
Many providers make investing difficult with complex products and a lack of transparency. But it doesn't have to be that way: with True Wealth, you get a transparent and straightforward solution.
Hidden costs eat up returns
High management costs and opaque fee models reduce your returns in the long run – with True Wealth you invest transparently and cost-efficiently.
Limited control and even less transparency
With rigid investment products, others decide over your wealth. Not with us: With True Wealth, we define a strategy together that is tailored to your individual situation – and which can be adjusted at any time.
Your wealth managed according to your wishes
Invest flexibly, efficiently, and in the way that suits you best – with full control and minimal costs. If you wish, also with sustainable investments.
Design your portfolio to suit your preferences – if you wish
The choice is yours. Use the drill-down function to customize your investment strategy, or leave it completely to us.
Transparent, more transparent, True Wealth
Our performance overview provides transparent and detailed insight into the development of your assets at any time.
The ETF Lookthrough: Full transparency – right down to the level of individual securities
With the ETF Lookthrough, we show you exactly what you are actually investing in: thousands of companies from across the globe, broadly diversified and internationally positioned.
True Wealth is secure, easy to use, and very cost-effective. It helps you save more for your future.
True Wealth fees
| True Wealth fees | 0.50% |
| Ø product costs (ØTER) | 0.15% |
| Total | 0.65% per year |
True Wealth in comparison:
Your benefits with True Wealth's wealth management
Why invest with True Wealth?
- Scientifically backed strategies: Our portfolios are based on modern portfolio theory (MPT) – a classic approach to diversified investing – and a consistent focus on cost-efficient implementation.
- Global diversification: Invest in a variety of assets, including stocks, bonds, real estate, and commodities.
- Automatic rebalancing: Your portfolio is constantly monitored and adjusted when necessary.
Why our clients trust True Wealth:
- Swiss quality standards for your investments: Your investments are managed according to the highest regulatory requirements.
- Leading Swiss robo-advisor: Over 30'000 invested clients and more than 1.9 billion Swiss francs in assets under management.
- Intuitive usability: Everything is easy to see on a user-friendly platform, whether you use the website or the app. You don't need any previous knowledge or special skills.
Also discover the following offers:
Pillar 3a: Growth and tax-optimised retirement planning.
Child portfolio: Expertise and wealth building for the next generation.
Frequently asked questions & answers
Free assets
All benefits at a glance:
- Radically low fees
- Individual investment strategy
- Secure and automated
Holistic investment strategy
One strategy for all your wealth: True Wealth offers holistic integration of wealth management and Pillar 3a to optimize your investments.
Do you have any questions or uncertainties? Our FAQs will help you make your decision.