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Knowledge

In addition to our FAQ you find here more detailed information about True Wealth and responsible investing.

Customer Information

About True Wealth

True Wealth AG (True Wealth for short) is a stock corporation established under Swiss law. Its registered place of business is in Zurich and its registered address is Grubenstrasse 18. True Wealth provides asset management services for its clients. Oliver Herren and Felix Niederer together hold a majority stake in True Wealth, followed by Basellandschaftliche Kantonalbank and several minority shareholders. Martin Spirig is chairman of the board.

The provision of financial services by True Wealth is subject to the «Swiss Code of Conduct for Independent Asset Management» («Schweizerische Standesregeln für die Ausübung der unabhängigen Vermögensverwaltung»), recognised by the Swiss Financial Market Supervisory Authority FINMA and issued by the Swiss Association of Asset Managers (SAAM), as amended (hereinafter referred to as «Swiss Code of Conduct»). True Wealth is a self-regulatory organisation member of AOOS (Supervisory Organisation of SAAM), which monitors and supervises True Wealth's compliance with the Swiss Code of Conduct. Complaints about True Wealth in this regard may be addressed to AOOS.

True Wealth manages – unless there are agreements to the contrary – client assets deposited with a bank based on a power of attorney limited to asset management. It enters into a written asset management agreement with its clients, which governs the obligations and authorisations of True Wealth and the rights of clients.

True Wealth provides asset management services in Switzerland only. The legal relationships between the client and True Wealth are exclusively governed by Swiss law. True Wealth assumes that clients are aware of this at the time the business relationship commences.

Furthermore please note that in case of a dispute as a client of True Wealth you have the possibility to request a dispute resolution service with OFS Ombud Finance Switzerland, 10 rue du Conseil-Général, 1205 Geneva, Switzerland.

Fees and payment

The remuneration True Wealth receives for its services derives exclusively from the management fee paid by its clients. True Wealth aims to offer to its clients the services provided by banks, fund companies, and issuers on terms that are as favorable as possible. If True Wealth receives compensation from third parties, it will pass them on to its clients, unless there are regulatory requirements to the contrary.

Risks of investing

Investing involves risks. A detailed summary is given here: Risks Involved in Trading Financial Instruments.

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