Why True Wealth?

Because professional wealth management doesn't have to be opaque or overpriced – and we've been proving that for over 12 years.

What sets us apart from your bank

Challenger with a proven track record

Founded in 2013. Over 3 billion Swiss francs in assets under management. Wealth management with a proven track record and FINMA authorization.

Holistic investment strategy

We manage your assets holistically, using cost-efficient ETFs and index funds.

Independent for your assets

Independent in our decision-making, we act exclusively in your best interest – whether in choosing banks, brokers, or products.

Sustainable investing with ETFs?

If you’d like to invest sustainably with us, we’ll construct your equity portfolio primarily using ETFs tracking sustainable indices such as MSCI’s SRI indices. However, we don’t promise that this will save the world – that would be greenwashing.

Learn more about our ESG investment approach

True Wealth. Is it for you, too?

There’s a lot we can do for you and your assets. But not everything. Let’s be clear about that from the start. That way, as your assets grow, so will your trust in us.

You want your assets to be professionally managed, but you don’t have much time.

If you want to delegate responsibility but retain control, True Wealth offers professional wealth management – transparent, independent, and accessible at any time.

Are you looking for short-term gains or consultations over a mahogany table?

If you want to make every investment decision yourself or are looking for quick profits, you’ve come to the wrong place. True Wealth is not a platform for short-term speculation or regular wine-and-dine outings with your advisor.

Ask your bank what you’re paying 1.3% for.

We rely on low-cost ETFs and automation. This keeps total costs below 1 percent – a small difference with a big impact thanks to compound interest.

True Wealth for every stage of life

Your assets professionally managed – tailored to what truly matters at this stage of your life.

Professional wealth management tailored to your life situation

Your assets are more than just a number. Whether it’s discretionary assets or pillar 3a – we consider your overall situation and tailor the strategy to your stage of life.

Low costs: Management fees of 0.25 – 0.50% and ETF costs of around 0.13% – no hidden retrocessions. E-tax statement included.
Scientific approach: A globally diversified portfolio of cost-efficient ETFs and index funds for an optimal risk-return ratio.
Automation & convenience: Automatic rebalancing, real-time reporting, and complete transparency – available digitally at any time via our app or web application.

The smart way to start your journey toward financial independence

Those who start investing early benefit the most from the power of compound interest. Start building your wealth digitally and hassle-free so you can focus fully on advancing your career while your money works efficiently for you.

Low barrier to entry: Professional wealth management starting at an investment amount of 8'500 Swiss francs.
Smart retirement planning: 0% management fees in pillar 3a and automatic staggering across multiple accounts – for tax-optimized wealth accumulation.
No prior knowledge required: Digital account opening and management via app provide easy access to the capital market.

Flexible wealth growth for today and the next generation

Whether you’re buying a home, starting a family, or planning for retirement – your investment strategy should adapt to your life situation, not the other way around. True Wealth helps you structure your wealth holistically – for yourself and for future generations.

We take a holistic approach: We manage your discretionary and pension assets in a coordinated manner – following the motto: «One strategy for everything.»
An investment strategy that fits you: Your strategy is tailored to your situation – and can be adjusted at any time as your goals change.
Child portfolio: By opening a separate account in your child’s name, you lay the foundation for a solid financial future. Through their own login, children and teens can experience market fluctuations firsthand – and learn resilience.

Enjoy retirement with security and foresight

Easily and predictably convert your accumulated assets into a regular source of supplemental income when you need it most. Take advantage of a smart staggering of your retirement funds to minimize your tax burden upon withdrawal.

Free withdrawal plan: You set the amount and frequency – we handle the regular payments.
Tax-optimized retirement planning: Automatic staggering across multiple pillar 3a accounts allows for tax-advantaged withdrawals before retirement.
High flexibility and liquidity: No lock-in, no minimum term, cancellable at any time. You have control over your assets – just as it should be.

Your assets are held in your name – independent of us. And the choice is yours.

Two custodian banks to choose from

Your assets are always held in your name as a client at the custodian bank. You can choose between an international banking group and a bank backed by a state guarantee:

BLKB (Basellandschaftliche Kantonalbank)

BLKB is backed by a state guarantee from the canton. It also serves as the custodian for pillar 3a retirement savings.

Saxo Bank

Saxo Bank (Switzerland) AG holds a Swiss banking license and offers deposit insurance up to 100'000 Swiss francs.

Better, not
just different

Swiss client confidentiality

Your privacy is protected by law.

Full control over your assets

You have full access to your money and can make deposits and withdrawals at any time.

Independent custodian

We invest your money. But you can access it at any time.

Trust pays off

With a 4.7 out of 5-star rating on Trustpilot, True Wealth is among the highest-rated digital wealth managers – thanks to satisfied customers who value transparency and convenience.

4.7

App Store

4.9

4.6

True Wealth, for working professionals, those planning for retirement, and ambitious young people:

Trust matters

As an electrical engineer and snowboard instructor, people trust me. When it comes to my financial investments, I trust True Wealth.

Gerhard Eggimann

Electrical engineer

Invest wisely

Not everything that’s good has to be expensive. True Wealth proves it.

Walter J. Weber

Business attorney

Flexible

Thanks to True Wealth’s passive investment strategy, my returns aren’t eroded by high management fees.

Thomas Maier

Sports scientist

Start early

I wanted to start investing at 16 – True Wealth was the logical choice. That way, I was able to experience early on what it means to invest for the long term.

Jasmin Ulbrich

Medical student

Ready to invest?

Give it a try. Use our demo account to see what professional wealth management is like – with no obligation and free of charge.

Open account Open test account