Help CenterInvestment process
Investment process
Determination of risk tolerance, selection of investment instruments and currency hedging
How do I get a portfolio individually optimized for me?How does True Wealth determine my risk tolerance?How does True Wealth select the investment instruments?Is currency hedging (FX hedging) part of the recommended investment mix?What does currency hedging (FX hedging) cost?Can I deactivate currency hedging?Can I invest in individual stocks with True Wealth?Does True Wealth also offer portfolios in currencies other than the Swiss franc?Can I also use ETFs other than those suggested?Is securities lending excluded?When and how often do you carry out securities transactions (trades)?
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