How financially literate is the Swiss population?

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

Talk – Was die Forschung über Finanzkompetenz und Anlageverhalten sagt

How strong is financial literacy in Switzerland, and what impact does it have on wealth and investment decisions? A conversation with Michael Kendzia about the link between education and financial success, common psychological biases in investing, and why simple, rule-based strategies are often superior.

Dr. Michael Kendzia, Program Director of the International Management program at ZHAW

Talk – What research says about financial literacy and investment behavior

Why financial literacy is crucial for building wealth, what role psychology plays in investing, and why simple, rule-based strategies are the most successful in the long run.

What research says about financial literacy and investment behavior

#64 Was Bankenpleiten für Einleger und Anleger bedeuten

We all have a bank account. But what does it actually mean for account holders and investors when a bank goes bankrupt?

#64 What bank failures mean for depositors and investors

What happens to your money if a bank goes bankrupt? Find out how deposits, securities, and structured products are protected in Switzerland.

What bank failures mean for depositors and investors

Fondsanbieter vermarkten immer häufiger aktive ETF.

Die Versprechen klingen verlockend:
→ Überrenditen durch gezielte Titelselektion
→ Flexibilität statt starres Indextracking

Aber die Statistik ist ernüchternd:
Nach Abzug der Kosten schneiden viele aktive ETF schlechter ab als klassische Indexfonds.

Trotz feschen Marketing-Parolen bleiben oft nur höhere Gebühren, ohne echten Mehrwert.
Eine gesunde Portion Skepsis ist also angebracht.

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#47 Aktiv gemanagte ETF: Das musst du wissen

At True Wealth, we focus on passive investing – in other words, pure beta. But wouldn’t smart beta be even smarter?

At True Wealth, we rely on passive investing and pure beta for our clients’ portfolios. But is smart beta even smarter?

The financial world has changed.

Wealth management can be so simple

Interesting posts from the True Wealth blogSee all

Talk – What research says about financial literacy and investment behavior

#64 What bank failures mean for depositors and investors

Smart beta: How smart is it really?