How does True Wealth select the investment instruments?
We use only ETFs and index funds to implement client portfolios. In doing so, we pay attention to low fees, sufficient liquidity and tax efficiency (which primarily results from the fund domicile). We also make sure to avoid unnecessary foreign currency transactions by favoring the trading currency CHF (provided that the other key aspects are optimized). We are independent in the selection of investment instruments and have no business relationship with any particular provider.
Find out more about what you should look for when choosing ETFs in our video podcast.
More questions in "Investment process"
How do I get a portfolio individually optimized for me?How does True Wealth determine my risk tolerance?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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