True Wealth
Wealth management. Simplified.
About
Invest and save for retirement with an ETF-based wealth management service. Set your targets and retain control while the platform handles implementation, rebalancing, and custody fees. Offers options for child portfolios and Pillar 3a retirement accounts.
What's New in True Wealth
1.5.9
July 16, 2026
Minor bugfixes.
FAQ
What is the minimum deposit for True Wealth?
The minimum deposit for the standard wealth management solution is CHF 8,500. For the ETF child portfolio and Pillar 3a accounts, the minimum deposit is CHF 1,000.
What are the management fees for True Wealth?
The management fee ranges from 0.25% to 0.5% and covers services like portfolio construction, rebalancing, and custody fees. For Pillar 3a, the management fee is 0.0%.
Is True Wealth secure?
True Wealth is a Swiss public limited company licensed as a wealth manager of collective assets and supervised by the Swiss Financial Market Supervisory Authority (FINMA), indicating a high level of regulatory oversight and security.
How often is True Wealth updated?
The latest version is 1.5.5, and it was last updated on April 8, 2026. This suggests a regular update schedule to maintain and improve the application.
What devices does True Wealth support?
True Wealth is available on iPhone, iPad, and iPod, making it accessible to a wide range of Apple users.
Does True Wealth have ads?
Yes, True Wealth contains advertisements. This is factored into its free-to-use model.
What is the age rating for True Wealth?
True Wealth has an age rating of 4+, meaning it is suitable for users of all ages.
What are the external product costs (TER) for True Wealth?
For a typical, globally diversified, equity-oriented portfolio, the external product costs (TER) are 0.13 percent, which is considered extremely cost-efficient.
