Tag "True Wealth"
First Swiss Provider Offers ETF Saving and Trading for Kids and Teens
True Wealth is the first independent wealth manager to launch an ETF-based investment solution for children and young people. The product extension is aimed at parents and relatives who want to make the benefits of long-term securities investment available to
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Robo Advisory Switzerland Case: True Wealth From 0.5Bio to 1Bio AUM in 28 Month
Swiss online wealth manager True Wealth has finally reached its long awaited milestone: They reached 1 billion Swiss Franc in client assets under management (AUM) in its direct business. Exactly 28 months ago on 19.April 2021 they announced they had
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Swiss Roboadvisor True Wealth Finally Offers also a Pillar 3a Solution
Saving in Pillar 3a becomes an integrated part of wealth management within True Wealth. Since being founded in late 2014, True Wealth has grown to become an established wealth manager in Switzerland in just eight years. The fintech company currently
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A Comparison of Swiss Robo-Advisory Services
Digital wealth managers, also referred to as robo-advisors, are an emerging trend in Switzerland, with now more than a dozen of homegrown options for customers to choose from. Despite slight differences between one another, these providers all promise the same
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True Wealth’s Assets Under Management Now Exceeds Half a Billion Swiss Francs
Swiss online wealth management platform True Wealth reported that its number of customers has increased by 1,500 (more than 25%) in the first quarter of 2021, while its assets under management rose by 103 million Swiss francs (more than 27%).
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Top 8 Swiss Fintech “Bankers” in 2020 – Bilanz Ranking
The recently released Bilanz’s list of top 100 Swiss bankers serves to recognise and celebrate the contributions that these financial leaders have made in the region. We would like to highlight the additions of eight fintech “bankers” who have also
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Swiss Robo Advisor True Wealth Goes Austria
Erste Group Bank AG has recently started offering its private customers in Austria Invest Manager, the new digital investment management solution in the Internet banking solution George. The Invest Manager is an actively managed investment management solution that recommends an
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What Happened to Fintech Switzerland’s Previous Pick of Hottest Fintech Startups?
In mid 2016, after sifting through copious amounts of reports, studies and our own internal evaluations we’ve come up with a definitive list of the 30 hottest fintech startups in Switzerland. (an updated list for 2019 is also available here)
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Contovista und Truewealth setzen auf Machine Learning im Online Banking
Contovista, Vorreiter für Data-driven Banking und True Wealth, Pionier in der digitalen Vermögensverwaltung, sehen in der Verbindung von Robo Advisors mit Machine Learning grosses Potenzial und schliessen strategische Partnerschaft ab. Der kombinierte Einsatz der beiden Fintech-Bankangebote zielt darauf ab, das
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Finnova und Robo Advisor True Wealth gehen Produktpartnerschaft ein
Finnova integriert die Robo-Advisor-Lösung von True Wealth in die Finnova Banking Software, um Banken im Bereich «Digitale Vermögensverwaltung» mit einer zukunftsorientierten Lösung einen Mehrwert zu bieten. Damit treibt Finnova die systematische Öffnung ihrer Software weiter voran und adressiert die Bedürfnisse
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