True Wealth Digital Asset Management

Digital asset management
BLKB as partner and custody bank
Most competitive Swiss robo advisor
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General information:

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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.

Minimum investment amount:

CHF 8500

Type of service:

Investment management

General costs:

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:

Product fees (TER, on average 0.15% Global / 0.25% Sustainable) are not included.

Transaction fees:

Transaction costs are included in the flat fee.

Retrocessions:

Only retrocession-free products are used.

Taxes:

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

Minimal risk: