Interesting insights from the True Wealth blog

In the past, you trusted your bank advisor and were the center of attention. Today, you are often just a number – with standardized advice and hidden costs. Your return? Limited. Your control? Minimal.

Big banks rely on high fees and self-serving products.


The solution? Modern wealth management that puts you at the center – cost-efficient, transparent, and flexible.

True Wealth brings technology and independence together:

For your free assets: ETF-based wealth management – invested in liquid assets.

For your Pillar 3a: tax-optimized retirement provision – integrated into your wealth management.

In the children's portfolio: expertise and wealth building for the next generation.

The future of online wealth management:

See for yourself how you can invest with our sample portfolio.

True Wealth, online wealth management. Intuitive, transparent, cost-efficient: invest and build wealth with ETFs.

True Wealth – Online wealth management in Switzerland

Woran wirst du gerne gemessen?

Bei einem Fondsmanager ist es einfach: Er soll seinen Vergleichsindex übertreffen, sei es SPI, S&P 500 oder Nasdaq. 

Doch nur wenige mutige Fondsmanager weichen signifikant vom Benchmark ab. Warum? 

Sie fürchten um ihr Karriererisiko: Läuft ihre Aktienauswahl wiederholt schlecht, verlieren sie ihren Job.

And nur wenige Fonds bringen dir Alpha, also eine Überrendite im Vergleich zum Benchmark. Dieses Alpha ist schwer zu finden und teuer. Wie teuer, erzähle ich dir im aktuellen Coffee Break.

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Erfahre hier mehr über True Wealth: https://www.truewealth.ch/?utm_source=vimeo&utm_medium=organic_social&utm_campaign=podcast_warum_fondsmanager_indexnah_investieren

Oder folge uns auf LinkedIn: https://www.linkedin.com/company/true-wealth/

#fonds #vermögensverwaltung #investieren #truewealth

#57 Warum die meisten Fondsmanager indexnah investieren

The career risk ensures that many portfolio managers keep their funds closely aligned to their benchmark index. For investors, this raises the question: What consequences does this have for their own investments?

#57 Why most fund managers invest in line with their index

Find out why many active fund managers stay close to the benchmark, what role career risk plays, and how you can sensibly divide your risk budget between alpha and beta.

Why most fund managers invest in line with the index

#56 Kurs-Gewinn-Verhältnis: Was beim KGV zu beachten ist

A key valuation metric on the stock market is the price-earnings ratio, or P/E ratio for short. When you invest money in stocks or equity funds, you pay a certain price. But how can you determine whether this price is reasonable? This is exactly where the P/E ratio comes in.

#56 Price-earnings ratio: What does the P/E ratio tell us?

Find out what the P/E ratio tells you, what its limitations are, and how it can help you with investing in the latest podcast.

Price-earnings ratio: What does the P/E ratio tell us?

#55 Kick Backs: Wo Fondsinhaber überall Rendite verlieren

Retrocessions – also known as kickbacks – are an invisible return killer for many investors. They hide behind terms such as «brokerage commission» or «portfolio management commission» and ensure that part of the return generated does not end up in the investor's account, but rather with the financial institutions.

#55 Kickbacks: Where fund owners lose returns

Retrocessions—also known as kickbacks—often reduce fund investors' returns without them even noticing. Find out how these hidden fees arise and how you can protect yourself against them.

The financial world has changed.

Wealth management can be so simple

Interesting posts from the True Wealth blogSee all

#57 Why most fund managers invest in line with their index

#56 Price-earnings ratio: What does the P/E ratio tell us?

#55 Kickbacks: Where fund owners lose returns