When and how often do you carry out securities transactions (trades)?

In order to ensure maximum cost efficiency and treat all our clients equally, we bundle our securities transactions for all client portfolios.

We currently carry out this trading, i.e. the purchase and sale of securities, generally every one to two business days. Exceptions are public holidays (including stock exchange holidays in Switzerland, Europe or the USA) or extraordinary situations. After trading, we also carry out the necessary foreign exchange transactions to balance the foreign currency positions in your True Wealth portfolio.