True Wealth and the year 2016

As the year draws to a close, it's time for a brief review on our own behalf. As a young, growing company, 2016 was an extremely exciting and enjoyable year for us.

Growth

As a pioneer in digital wealth management, we were able to increase the number of clients who entrust us with their money from under six hundred to over a thousand in 2016. We owe this growth to our existing clients, who have recommended us to others. Robo-advisors are therefore meeting a real customer need: thanks to the internet, professional wealth management is no longer a time-consuming undertaking and more and more people prefer to invest their money with new, modern companies rather than traditional providers. Assets under management have also risen to a good fifty million francs, which we are extremely pleased about. But we are not resting on our laurels, because the more customers benefit from our solution, the better it becomes.

New partners

The business strategy was also fundamentally expanded this year. At the end of 2014, we were the first in Switzerland to launch a digital asset management solution. In mid-2016, we entered into a strategic partnership with BLKB with the aim of offering our investment solution directly to the bank's customers as a service component. We now want to expand this B2B2C strategy and offer it to other banks on a partnership basis. Please ask your bank when True Wealth will be available in e-banking!

At the same time, we want to further develop our platform www.truewealth.ch in 2017 and make it known to a wider audience in Switzerland.

New faces, new office

Not only has our client base grown, but our team has also expanded. Five new employees joined us towards the end of the year, doubling the size of the team in one fell swoop. We are thus strengthening our customer support, marketing, software development and business development with partners. So many new heads also need more space. We moved into our new office at the end of November; we are now at Grubenstrasse 18, but still in Zurich.

Do you have any feedback on the past year or ideas and suggestions for 2017? Don't hesitate to send us a message to info@truewealth.ch.