| Vývojář: | True Wealth AG (2) | ||
| Cena: | Zdarma | ||
| Hodnocení: | 0 | ||
| Recenze: | 0 Napsat recenzi | ||
| Seznamy: | 0 + 0 | ||
| Body: | 0 + 3 (5.0) ¡ | ||
| App Store | |||
Popis
You set the guidelines and retain control of your investment strategy at all times. We take care of the implementation: simple, transparent and cost-efficient.
Professional wealth management doesn't have to be expensive:
High fees are the main enemy of your returns. That's why we do everything we can to keep costs as low as possible. We select the most efficient investment instruments. And everything is already included in our asset management fee of 0.25 to 0.50%:
• Custody fees
• Trading commissions
• Deposits and withdrawals
• Swiss eTax statement
• Risk profiling
• Portfolio rebalancing
The external product costs (TER) are also very competitive. On average, they are only between 0.1% and 0.15% for a global portfolio. The minimum deposit for our wealth management is CHF 8'500. We do not have any kickbacks, retrocessions or hidden fees. We are completely independent in our choice of investment instruments.
What are the benefits of professional wealth management with True Wealth?
• An investment strategy that suits you. And which you can adjust at any time.
• Reporting that is clear. And that you can understand at a glance.
• Transparency down to the last detail. We show you the total costs at all times.
• You can choose between the global and the sustainable investment universe.
• Monitoring and rebalancing: We monitor your portfolio and bring it back on track if necessary.
• Risk management and portfolio construction according to scientific principles.
• High liquidity, no minimum term. Access to your assets at any time.
• Open a custody account and define your investment strategy in less than 15 minutes.
• Test all functions with the virtual account without a penny of real money.
Our Pillar 3a:
The third pillar is seamlessly integrated into our wealth management solution, but can of course also be used as a stand-alone product. And it costs nothing: 0.0% True Wealth fees. And on top of that there is 0.45% interest on cash. Minimum deposit CHF 1'000.
Our solution also offers innovative features: Thanks to automatic account staggering, we open up to five 3a accounts for you over time and with the optional "automatic top up" you will never miss a deposit again.
Portfolios for children and teenagers:
A separate securities portfolio for your child? Check. An account in the child's name? Check. An individual investment strategy that takes your child's long-term investment horizon into account? Check.
We have the solution for young investors. From a minimum deposit of CHF 1'000.
About True Wealth
True Wealth was founded in 2013 by Oliver Herren, co-founder of Digitec Galaxus AG, and Felix Niederer, physicist and portfolio manager, as a Swiss public limited company based in Zurich. Over 35'000 customers are invested via the True Wealth app and platform and have entrusted the company with over 2 billion Swiss francs. True Wealth is an independent wealth manager licensed by FINMA to manage occupational pension schemes and is also subject to its direct supervision.
Snímky obrazovky
Cena
- Dnes: Zdarma
- Minimální: Zdarma
- Maximální: Zdarma
Sledovat ceny
Vývojář
- True Wealth AG
- Platformy: Android Aplikace (1) iOS Aplikace (1)
- Seznamy: 0 + 0
- Body: 0 + 3 ¡
- Hodnocení: 0
- Recenze: 0
- Slevy: 0
- Videa: 0
- RSS: Odebírat
Body
0 ☹️
Hodnocení
0 ☹️
Seznamy
0 ☹️
Recenze
Buďte první, kdo bude hodnotit 🌟
Další informace
True Wealth Krátká adresa URL: Zkopírováno!- 🌟 Sdílet
- App Store
Mohlo by se Vám také líbit
-
- Wealth Safari
- iOS Aplikace: Finance Podle: WEALTH SAFARI PRIVATE LIMITED
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 3.0.1 Wealth Safari is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual ... ⥯
-
- True Link Financial
- iOS Aplikace: Finance Podle: True Link Financial, Inc.
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 60 (3.7) Verze: 1.3.6 True Link and the True Link Visa® Prepaid Card help more than 150,000 families and professionals safeguard spending and support the financial independence of the people in their care. ... ⥯
-
- True Trading Group's Simulator
- iOS Aplikace: Finance Podle: True Trading Group, LLC
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 53 (4.7) Verze: 2.66.12 True Trading Group Simulator is a paper trading & real time financial data application which provides access to your True Trading Group Simulator account from a mobile device. View ... ⥯
-
- True Value Invest
- iOS Aplikace: Finance Podle: TRUE VALUE INVEST
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 1.2.9 True Value Invest is one-stop shopping for all your investment needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - ... ⥯
-
- True Finance: Cash Advance
- iOS Aplikace: Finance Podle: True Finance LLC
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 1 + 28,548 (4.8) Verze: 10.0.0 Budget, Earn Money and Instant Cash Advance Up to $100* True Finance is your all-in-one app for budgeting, earning, and cash advances helping you manage money in one place. Track ... ⥯
-
- True Potential
- iOS Aplikace: Finance Podle: True Potential LLP
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 5 (5.0) Verze: 1762504600 Our award-winning technology gives you unrivalled access to your finances on-the-go, wherever you are. Use the app to: - View your investments 24/7 - Track performance against your ... ⥯
-
- Wealth Partners Alliance
- iOS Aplikace: Finance Podle: Wealth Partners Alliance, LLC
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 5 (4.2) Verze: 1.91 The Wealth Partners Alliance Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Wealth Partners Alliance Team in a ... ⥯
-
- TRUE Community Digital Banking
- iOS Aplikace: Finance Podle: TRUE Community Credit Union
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 1,554 (4.8) Verze: 4018.1.1 Access your TRUE Community accounts right here from your mobile device. Check account balances, review transactions, transfer funds, pay bills, deposit checks, turn debit and credit ... ⥯
-
- Wealth Without Wall Street
- iOS Aplikace: Finance Podle: Wealth Without Wall Street
- * Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 1 + 30 (5.0) Verze: 8.237.51 Founded by Russ Morgan and Joey Mure, the Wealth Without Wall Street community is a place where we engage with one another around how to reach financial freedom without Wall Street. ... ⥯
-
- Wealth First Live
- iOS Aplikace: Finance Podle: Wealth First Portfolio Managers Limited
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 1.0.4 This application helps you to check your Portfolio valuation , Summary of Investment report with Absolute and XIRR return and Last 10 Transactions & Dividend while on the move on your ... ⥯
-
- True North FCU Mobile Banking
- iOS Aplikace: Finance Podle: True North Federal Credit Union
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 527 (4.8) Verze: 2025.10.0 Welcome to True North FCU! Do more with our True North FCU Mobile Banking app. True North FCU Mobile Banking allows you to: -Sign in with Face ID or Touch ID -Use Quick Balance to view ⥯
-
- Wealth NW
- iOS Aplikace: Finance Podle: Wealth Advisors Northwest LLC
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 1 (5.0) Verze: 5.19.0 The Wealth Advisors Northwest app allows you to view account information, balances and easily connect with your advisor. ⥯
-
- True Rewards
- iOS Aplikace: Finance Podle: True Rewards Pty Ltd
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 1.0.25 Access your True Rewards Visa Gift Card and digital rewards instantly and securely. FEATURES: Easily check your card balance View transaction history Add your gift cards to your Apple ... ⥯
-
- Wealth Personal
- iOS Aplikace: Finance Podle: Wealth Personal
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 5.9.0 This mobile app allows you to quickly access your investment accounts at the touch of a button, wherever you might be. From your client dashboard, you can easily view your balances, ... ⥯