True Wealth 1.5.0

True Wealth AG ❘ Freeware ❘
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The process of investing and making provisions has been simplified significantly. With clear guidelines set by you and ongoing control over your investment strategy, our service handles the implementation in a manner that is straightforward, transparent, and cost-effective.

High fees are often the primary obstacle to maximizing your investment returns. To address this, we prioritize minimizing costs by selecting the most efficient investment instruments available. Our comprehensive asset management fee ranges from 0.25% to 0.50%, covering all related expenses including custody fees, trading commissions, deposits and withdrawals, Swiss eTax statements, risk profiling, and portfolio rebalancing. The external product costs (TER) remain competitive, typically between 0.1% and 0.15% for a diversified global portfolio. The minimum deposit required to access our wealth management services is CHF 8'500. We operate without kickbacks, retrocessions, or hidden fees, maintaining full independence in our choice of investment products.

The benefits of engaging with True Wealth's professional wealth management include:
<ul>
<li>An investment strategy tailored to your preferences that can be modified at any time.</li>
<li>Clear and comprehensible reporting that provides immediate insight into your investments.</li>
<li>Full transparency of all costs involved at all times.</li>
<li>Options to choose between a global investment universe and sustainable investing.</li>
<li>Proactive portfolio monitoring and rebalancing to ensure alignment with your objectives.</li>
<li>Risk management rooted in scientific principles during portfolio construction.</li>
<li>High liquidity with no minimum holding period, allowing access to your assets at any time.</li>
<li>The ability to open a custody account and define your investment strategy in less than 15 minutes.</li>
<li>Functionality testing using a virtual account without risking real funds.</li>
</ul>

Regarding the third pillar (Pillar 3a):
Our integrated solution allows for seamless management within our platform or standalone use. It incurs no fees—0.0% True Wealth charges—and offers a 0.45% interest rate on cash holdings with a minimum deposit of CHF 1'000. Innovative features include automatic account staggering, which opens up to five Pillar 3a accounts over time, and an optional "automatic top-up" feature to ensure deposits are never missed.

For young investors, we provide dedicated portfolios for children and teenagers:
<ul>
<li>A separate securities portfolio for your child?</li>
<li>An account in the child's name?</li>
<li>An investment strategy aligned with the child's long-term horizon?</li>
</ul>
All available from a minimum deposit of CHF 1'000.

About True Wealth:
Founded in 2013 by Oliver Herren, co-founder of Digitec Galaxus AG, and physicist and portfolio manager Felix Niederer, True Wealth is a Swiss public limited company based in Zurich. With over 35,000 clients utilizing our app and platform, assets under management exceed CHF 2 billion. As an independent wealth manager licensed by FINMA, we are authorized to manage occupational pension schemes and are subject to direct regulatory oversight.

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