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See for yourself why investing with True Wealth is better

Traditional Wealth Management

Online Trading

True Wealth

Minimum investment

CHF 50’000 to 500’000

CHF 0 to 2’000

CHF 8’500

Costs

0.75-1.5% base cost + third-party fees and hidden costs (FX-spreads, kickbacks, redemption fees)

At least 0.1% per trade + custody fees + FX-spreads

0.25 to 0.5% + TER (on average 0.18%, slightly more for sustainable universe)

Convenience

Very time consuming

Requires time and knowledge

Easy to set up, easy to use

Withdrawals

Once a week to once every three months depending on terms

Trading required prior to withdrawal

Anytime within 3-7 days – No limit

Potential global returns

High participation, but high fees reduce your returns

Reduced long-term potential

High participation

Traditional Wealth Management

Minimum investment

CHF 50’000 to 500’000

Costs

0.75-1.5% base cost + third-party fees and hidden costs (FX-spreads, kickbacks, redemption fees)

Convenience

Very time consuming

Withdrawals

Once a week to once every three months depending on terms

Potential global returns

High participation, but high fees reduce your returns

Online Trading

Minimum investment

CHF 0 to 2’000

Costs

At least 0.1% per trade + custody fees + FX-spreads

Convenience

Requires time and knowledge

Withdrawals

Trading required prior to withdrawal

Potential global returns

Reduced long-term potential

True Wealth

Minimum investment

CHF 8’500

Costs

0.25 to 0.5% + TER (on average 0.18%, slightly more for sustainable universe)

Convenience

Easy to set up, easy to use

Withdrawals

Anytime within 3-7 days – No limit

Potential global returns

High participation

True Wealth

Minimum investment

CHF 8’500

Costs

0.25 to 0.5% + TER (on average 0.18%, slightly more for sustainable universe)

Convenience

Easy to set up, easy to use

Withdrawals

Anytime within 3-7 days – No limit

Potential global returns

High participation

Traditional Wealth Management

Minimum investment

CHF 50’000 to 500’000

Costs

0.75-1.5% base cost + third-party fees and hidden costs (FX-spreads, kickbacks, redemption fees)

Convenience

Very time consuming

Withdrawals

Once a week to once every three months depending on terms

Potential global returns

High participation, but high fees reduce your returns

Online Trading

Minimum investment

CHF 0 to 2’000

Costs

At least 0.1% per trade + custody fees + FX-spreads

Convenience

Requires time and knowledge

Withdrawals

Trading required prior to withdrawal

Potential global returns

Reduced long-term potential

Compare to other options
Try True Wealth with a free sample portfolio
Keep more for your future self

Radically lower costs. Year after year.

We believe that costs must not stand in the way of decent returns. This is why we only select investment instruments with the lowest costs and strive to have our processes fully automated. Thus we can often push total costs way below one percent. A tiny difference at first glance. But if you add interest and compound interest, the long-term benefit is substantial.

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How can you reliably grow your wealth?

Don't try to beat the market

Invest passively. Few investors outperform the market. For every investor who does, there is another who loses out. Even for professionals it's a zero-sum game in the long run.

Be part of it. The economy will grow in the long term. Not by the same amount each year, and not everywhere to the same extent. Only those who invest can benefit from this growth, even better so without stock picking or market timing. Those who don't invest though will only experience one effect: inflation eroding their wealth.

Learn more about our investment approach

Let markets do the work for you

Sit back and relax. There are many investment instruments today that passively replicate an index. They offer a cost-efficient way to participate in the market and we've selected the best of these instruments for you.

Automated portfolio management. Together with you, we tailor your investment strategy to your personal needs and recommend a portfolio that perfectly matches your personal return targets and risk tolerance ‐ and that you can adjust according to your personal preferences.

Ready to invest?

Create your portfolio now. Starting from CHF 8’500 initial deposit.

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Unbiased asset selection

Our independence for your assets

We are independent in our investment decisions and act exclusively in your interest. We select brokers, banks, and investment products based on one aspect only: what is best for your assets? This means:

  • No kickbacks
  • No in-house investment products
  • Transaction costs included
  • No product distributorships
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A selection of two custodian banks

Your assets with the custodian bank will always remain invested in your own name. You can chose from an international banking group and a bank with a government guarantee:

BLKB Logo

Basellandschaftliche Kantonalbank (BLKB) has a government guarantee from the canton of Baselland.

SAXO Logo

Saxo Bank (Switzerland) Ltd, with Swiss banking license and deposit protection up to CHF 100,000.

Security of the highest order

  • 128-bit encryption: an online platform that is more secure than bank secrecy.
  • Swiss client confidentiality: discretion is the law.
  • Access your money at all times and deposit and withdraw funds whenever you want.
  • Independent custodian: we invest your money, but you can access it at any time.

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Ready to invest?

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Not sure how to start? Open a test account and upgrade to a full account later.

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