True Wealth Digital Asset Management

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True Wealth is a leading digital wealth manager in Switzerland. True Wealth is suitable for people who do not want to take care of investment decisions themselves and want to invest in low-cost ETFs according to the methods of modern portfolio theory. There are two custodian banks to choose from: Saxo Bank Switzerland and BLKB. 

A pillar 3a account is available free of charge.

CHF 8500

Investment management

Flat fee of 0.5% per year - regardless of the investment strategy and the investment universe (global or sustainable). From CHF 500,000, the fee decreases with increasing investment amount to up to 0.25%. Included: Deposits and withdrawals (with the exception of 3a advance withdrawals), custody account management, transaction fees, brokerage fees, regular rebalancing, VAT and the Swiss tax schedule. Cost-efficient and liquid ETFs are used as investment products.

Product fees (TER, on average 0.13% Global / 0.21% Sustainable) are not included.

Transaction costs are included in the flat fee.

Only retrocession-free products are used.

Stamp taxes are not included in the flat-rate fee.

A number of strategies are available.

A number of strategies are available.

A number of strategies are available.

A number of strategies are available.

A number of strategies are available.

A number of strategies are available.

Individual portfolio adjustments within personal risk tolerance possible at any time free of charge.

Mobile access, Robo advisor

Equities, Bonds, Currencies, ETCs, ETFs, Commodities