What is the True Wealth portfolio for children?

The children's and youth portfolio is the new piggy bank for everyone aged 0 to 17: unbreakable and with significantly better potential returns.

It is a genuine children's portfolio: The account is in the child's name, the money is protected (or tied) child assets, the parents retain control until the child reaches the age of majority and the investment strategy is optimized to the child's individual needs.

Grandparents, friends and other relatives can also pay into the child's account. A protected child account means that the portfolio is legally protected and no withdrawal is possible before the child reaches the age of majority. (Of course, you are free to close the portfolio at any time and have the money transferred to another account for restricted child assets at a third-party bank, also in the child's name).

The parents or legal guardians retain control until the child reaches the age of majority, after which the account is transferred to a regular adult portfolio. This happens seamlessly and without securities liquidation, which saves costs and stamp duty.

The children's portfolio is easy to use and is based on True Wealth's proven wealth management technology. You can also give your child their own login so that they can make their own investment suggestions. As parents, however, you always retain full control over the investment strategy.

As a family, you also benefit from reduced wealth management fees if you reach the appropriate discount level together with your child. Find out more under "Fees."