True Wealth Management
Take advantage of True Wealth's unique services by investing in a globally diversified portfolio of low-cost exchange-traded funds (ETFs), built for better returns and greater transparency. As a member of the Association, you benefit from a fee reduction of 50% in your first year.
True Wealth offers a completely digital method of investing with a focus on transparency and cost-efficiency. The Swiss company systematically implement a passive investment approach for long-term investors. You invest in a diversified portfolio using index funds (ETFs) to cover different asset classes (e.g. equities, bonds, commodities), regions and sectors. Research shows that in the long run, a diversified, low-cost portfolio is likely to outperform a high-cost, actively managed portfolio.
Through an easy-to-use Web portal, you are in control and save time as there is no need for lenghty talks with a financial advisor. Your risk tolerance is determined through a questionnaire and a portfolio aligned with your risk appetite is assembled. You can easily customize your portfolio to your personal needs, a possibility that was previously reserved to ultra-wealthy investors.
While market movements can cause your portfolio to drift from your ideal asset mix, the necessary ETFs are automatically bought and sold to bring your portfolio back on track.
Invest with True Wealth and enjoy the following benefits:
- Globally diversified portfolio of low-cost ETFs
- Fully personalized investment strategy tailored to your needs
- Continuous monitoring and automatic rebalancing
- 24/7 access to transparent and comprehensive reporting
- A low annual fee of 0.5% p.a. that includes custody and transaction fees, and portfolio management
One of the Executive Board members of True Wealth is an LSE alumnus and member of the Association.
Sign up as a SLSEAA member and benefit from a 50% reduction of the annual management fee in your first year. Swiss domicile is required. Please visit www.truewealth.ch or attend one of our webinars to learn more. Log in as a member of the Association to benefit from the reduction.