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True Wealth Vs. findependent investment app

True Wealth vs findependent investment app Usage & Stats

Investing and making provisions has never been so easy. You set the guidelines and retain control of your investment strategy at all times. We take care of the implementation: simple, transparent and cost-efficient. Professional wealth management doesn't have to be expensive: High fees are the main enemy of your returns. That's why we do everything we can to keep costs as low as possible. We select the most efficient investment instruments. And everything is already included in our asset management fee of 0.25 to 0.50%: • Custody fees • Trading commissions • Deposits and withdrawals • Swiss eTax statement • Risk profiling • Portfolio rebalancing The external product costs (TER) are also very competitive. On average, they are only between 0.1% and 0.15% for a global portfolio. The minimum deposit for our wealth management is CHF 8'500. We do not have any kickbacks, retrocessions or hidden fees. We are completely independent in our choice of investment instruments. What are the benefits of professional wealth management with True Wealth? • An investment strategy that suits you. And which you can adjust at any time. • Reporting that is clear. And that you can understand at a glance. • Transparency down to the last detail. We show you the total costs at all times. • You can choose between the global and the sustainable investment universe. • Monitoring and rebalancing: We monitor your portfolio and bring it back on track if necessary. • Risk management and portfolio construction according to scientific principles. • High liquidity, no minimum term. Access to your assets at any time. • Open a custody account and define your investment strategy in less than 15 minutes. • Test all functions with the virtual account without a penny of real money. Our Pillar 3a: The third pillar is seamlessly integrated into our wealth management solution, but can of course also be used as a stand-alone product. And it costs nothing: 0.0% True Wealth fees. And on top of that there is 1% interest on cash. Minimum deposit CHF 1'000. Our solution also offers innovative features: Thanks to automatic account staggering, we open up to five 3a accounts for you over time and with the optional "automatic top up" you will never miss a deposit again. Portfolios for children and teenagers: A separate securities portfolio for your child? Check. An account in the child's name? Check. An individual investment strategy that takes your child's long-term investment horizon into account? Check. We have the solution for young investors. From a minimum deposit of CHF 1'000. About True Wealth True Wealth was founded in 2013 by Oliver Herren, co-founder of Digitec Galaxus AG, and Felix Niederer, physicist and portfolio manager, as a Swiss public limited company based in Zurich. Over 26'000 customers are invested via the True Wealth app and platform and have entrusted the company with over 1.5 billion Swiss francs. True Wealth is an independent wealth manager licensed by FINMA to manage occupational pension schemes and is also subject to its direct supervision.

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findependent investment app

We select the best ETF for you and combine them into our sustainable investment solutions. Or you can put together your own ETF portfolio and start investing. Either way, you decide when, how often and how much money you want to invest. We invest your deposits automatically and monitor the financial markets. Findependent is the cheapest asset manager in Switzerland, some also call us a robo advisor. You pay no transaction fees, we are your ETF savings plan for retirement planning. In addition, investing with findependent is free of charge for at least CHF 2,000 - for life. From an investment amount of CHF 50,000, you also benefit from gradually reduced fees. You are free to decide how long you stay and pay no balancing fees when you leave. Findependent is a well-coordinated team of experts and provides you with a clear investment app for investing your money as well as fast support and advice at eye level. Our investment committee responsible for ETF selection is strengthened by the well-known and renowned Prof Thorsten Hens from the University of Zurich. With findependent, you don't have to compromise on security when investing your money. Because your money and your investments are held securely in your personal account with our partner bank Hypothekarbank Lenzburg. So you have the full security of an experienced Swiss bank and can invest your money at favourable rates. How the account opening works Download the app, choose your personalised investment solution and open your account. Everything is easy and convenient on your smartphone. The whole process takes around 15 minutes and all you need is your ID or passport to invest your money in ETFs at favourable rates. No prior knowledge or time required. More information about the investment app: www.findependent.ch/en To help you calculate your ETF savings plan and the performance of your ETF investment, we have a return calculator for you: https://findependent.ch/en/compound-interest-calculator/ We help you invest and grow your money sustainably with our ETF app. Our investment app is exactly the right ETF app to make more of your money instead of letting it sit in your savings account. Note: In order to use the findependent investment app, you must have your residential address and tax liability in Switzerland and be at least 18 years old. findependent takes care of the financial markets for you and independently selects the right investments for you (this should be self-evident, but unfortunately it is not, which is why we mention it here...). We do away with expensive branches, keeping fees low so that the return on your investment stays in your pocket. And thanks to our partner bank, you don't have to compromise on security when investing your money. It's about more than just money We are not a bank, but a young, motivated team that wants to make investing money and the associated benefits accessible to everyone. So that everyone can benefit from economic success. Our aim is to enable you to make more of your savings with our ETF app, improve your pension provision and thus live a more financially independent and self-determined life - financially independent or findependent for short.