Investing has never been this simple

You want to make sound investments without excessive fees? Open a True Wealth account today and never look back.

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True Wealth

The new convenient Pillar 3a

Investing in the third pillar is simply a must. It saves you taxes year after year, no matter which provider you choose. We say: that's great. But it could be so much better!

Save taxes, automatically

Interest on cash

Management fees

Wealth management. As simple as it gets.

You set the direction and keep full control over your investment strategy. Let us do the work: Always diversified, highly automated and thus much more efficient than investing has ever been.

CHF
Aggressive (higher risk)

Yearly fee: 0.50%
(per quarter: CHF 125)
Product Costs (Ø TER): 0.15%

Investment Strategy

Sample strategy for investors with higher risk tolerance.

Asset ClassAllocation
Cash
1%
Bonds
17%
Real Estate Investment Trusts
5%
Natural Resources
1%
Equities
75%
Total100%

Your advantages with True Wealth

Low costs and fees

Management Fee:

0.25 to 0.5%

Custody Fee
Kickbacks

0

Deposits / Withdrawals
Transaction Costs
Tax Statement

0

Individual Strategy

Define a strategy that is tailored to your individual situation, but still adjustable at any time.

Choose our sustainable investment universe at no extra cost.

No lock-in, no minimum term, close your account at any time. Your wealth is at your disposal.

Secure and Automated

With True Wealth you have a fully automated investment solution that works out of the box.

With intuitive web and mobile application, as well as clear and transparent reporting, investing is as easy as never before.

Your investment, your choice of investment theme

We believe that costs must not stand in the way of decent returns. We therefore 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.

Global

Investing globally in all liquid asset classes and markets without restriction of the opportunity set? Your personal investment mix ensures optimal exposure, matching your individual situation and your investment goals.

See sample portfolio
Sustainable

Investing sustainably while generating attractive returns? With True Wealth’s sustainable investment solution, you invest only in companies with higher ecological, social and corporate governance standards.

Learn more about Sustainable Investing

See sample portfolio
Our method

Why you are winning with True Wealth

You set the direction and keep full control over your investment strategy. Let us do the work: Always diversified, highly automated and thus much more efficient than investing has ever been.

  • Automatic monitoring and rebalancing
    We monitor your portfolio and adjust it when needed.
  • Risk management based on science
    Our risk management and portfolio construction are based on scientific principles.
  • High liquidity
    So that your wealth is always at your disposal.
  • Investment strategy that fits your situation
    Find a strategy that is tailored to your individual situation, but adjustable at any time.
  • Simple and clear reporting
    Easy to read and understand at first glance.

Do you have any questions? Check out our FAQ!

True Wealth Experience
Laptop

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