True Wealth
Wealth management. Simplified.
About
This app offers ETF-based wealth management for investing and retirement savings. It handles portfolio implementation, rebalancing, and custody fees, with options for sustainable investments and FX hedging. It also provides child portfolios and integrated Pillar 3a solutions.
What's New in True Wealth
1.6.2
October 28, 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, the minimum deposit is CHF 1,000. The Pillar 3a solution also starts from CHF 1,000.
What are the management fees for True Wealth?
The management fee ranges from 0.25% to 0.5% of assets under management. This fee covers services like portfolio construction, rebalancing, custody, trading, and tax statements. External product costs (TER) are an additional 0.12% for typical portfolios.
Does True Wealth offer sustainable investment options?
Yes, True Wealth offers sustainable investments as an optional feature within its wealth management solutions. FX hedging is also available as an option.
How is True Wealth regulated?
True Wealth is a Swiss public limited company based in Zurich. It is licensed as a wealth manager of collective assets and is supervised by the Swiss Financial Market Supervisory Authority (FINMA).
What is the management fee for Pillar 3a with True Wealth?
True Wealth manages assets in Pillar 3a free of charge, with a management fee of 0.0 percent. Additionally, users receive 0.35 percent interest on cash balances.
What devices is True Wealth available on?
True Wealth is available on iPhone, iPad, and iPod. The app is rated for ages 4+.
How often is True Wealth updated?
The latest version of True Wealth is 1.6.2, last updated on October 28, 2026. Specific update frequency is not detailed, but the app is actively maintained.
What do users like about True Wealth?
Based on the provided rating of 5.0 stars from 4 ratings, users likely appreciate the simplified approach to wealth management, cost-efficiency, and comprehensive services offered. The integration of Pillar 3a and child portfolios are also key features.
