finpension vs True Wealth使用状況と統計

Simpler, better and cheaper. From 1 franc and without obligation. Asset management Take care of more important things in life. We select the best ETFs and automatically reinvest your dividends. ETF savings plan Build up assets by regularly paying into your portfolio with a standing order. Children's portfolio Invest money for a child in ETFs by opening a portfolio in the child's name. Private equity Benefit from lower costs for private equity funds thanks to finpension's institutional fund access. Withdrawal plan Invest your lump-sum withdrawal in ETFs and pay yourself a temporary pension if required. 3a account Simply open a 3a account online. Pay in as much as you like and save tax. Invest pillar 3a Invest your pillar 3a in genuine pension funds that can reclaim more tax on foreign dividends. Transfer pillar 3a Simply transfer your pillar 3a to finpension. We will be happy to send you the transfer form by post on request. Vested benefits account Simply deposit your pension fund in a vested benefits account with finpension. Vested benefits custody account Invest your vested benefits assets in securities and benefit from opportunities on the capital markets. Split your vested benefits account Split your pension fund between the two vested benefits foundations of finpension and gain even more flexibility. 25 francs fee credit Recommend us to others and receive a fee credit of 25 francs.

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True Wealth

Our ETF-based wealth management makes investing and saving for retirement easier than ever. Today, we manage assets worth over CHF 2.5 billion for more than 40'000 clients. Online wealth management: You set the targets and retain control over your investment strategy. We take care of the implementation. Our management fee of 0.25 to 0.5 percent covers numerous services: portfolio construction, rebalancing, custody fees, trading fees, deposits and withdrawals, the Swiss e-tax statement, and risk profiling. At 0.13 percent for a typical, globally diversified, equity-oriented portfolio, the external product costs (TER) are extremely cost-efficient. FX hedging and sustainable investments are available as options. The minimum deposit is CHF 8'500. ETF child portfolio: It works like our wealth management solution. The account is in the child's name and is fair to the child. There is also a voucher for friends and relatives who would like to give a child portfolio as a gift. From CHF 1'000. Pillar 3a: The third pillar is seamlessly integrated into our wealth management solution, but can also be used as a standalone product. We manage your assets in pillar 3a free of charge, with a management fee of 0.0 percent. In addition, you receive 0.45 percent interest on cash. From CHF 1'000. About True Wealth: True Wealth was founded in 2013 by Oliver Herren, the co-founder of Digitec Galaxus AG, and Felix Niederer, physicist and portfolio manager. It is a Swiss public limited company based in Zurich. True Wealth is licensed as a wealth manager of collective assets and is supervised by the Swiss Financial Market Supervisory Authority (FINMA).