Regnology, a German Regtech company, set to acquire Wolters Kluwer's Financial Regulatory Reporting (FRR) unit.
Swiss digital wealth management firm, True Wealth, has reported significant growth, surpassing CHF 2 billion in client assets under management as of July 28, 2025[1]. This growth can be attributed to a surge in demand for exchange-traded funds (ETFs) and the accessibility of True Wealth's cost-efficient digital wealth management service.
True Wealth's business model is centred around a passive investing strategy focused on ETFs, offering clients a low-cost, efficient way to build diversified portfolios. They offer flexibility with up to 99% allocation in stocks and tax-efficient portfolio options through partnerships with custodian banks like Basellandschaftliche Kantonalbank (BLKB) and Saxo[4].
The platform's customization and digital-first experience also contribute to its success. True Wealth’s robo-advisor customizes portfolios based on client input, balancing automation with individual preferences. This aligns with broader wealth management trends where clients—especially younger generations such as Millennials and Gen Z—demand seamless, personalized digital engagement and mobile-first solutions[3][5].
True Wealth's affordable pricing model makes it attractive to serious investors seeking accessible wealth solutions without heavy fees[4]. This affordability combined with transparency and technology-driven services helps meet evolving client expectations in the Swiss wealth management landscape[2][3].
In addition to its investment offering, True Wealth produces financial education content, further solidifying its position as a trusted resource for financial literacy[2]. The company monitors public knowledge levels through the True Wealth Financial Literacy Index[6].
True Wealth's success is a result of trusting cooperation with its customers, team, and external partners[7]. The IT platform of True Wealth is developed and maintained by a team based in Switzerland, operating independently of external banking software[8].
True Wealth operates as a Swiss digital wealth management firm, with its headquarters in Switzerland[9]. The news about True Wealth's growth is delivered once a month to subscribers[10]. The company's podcast, True Wealth Coffee Break, hosted by Felix Niederer, is available on YouTube, Spotify, and Apple Podcasts[11].
This 38% increase in client assets over the past year for True Wealth is a significant milestone and a moment of appreciation for the company's CEO, Felix Niederer, who stated that the success is a significant incentive[7]. The number of clients for True Wealth has also risen by a similar rate, reaching approximately 35,000[12].
The news about True Wealth's growth is a part of the Fintech Switzerland News[13]. True Wealth's expansion continues, with steady inflows from newer offerings like Pillar 3a pension product and children's investment portfolios[14].
[1] True Wealth Reports Over CHF 2 Billion in Client Assets under Management [2] True Wealth: A Digital Wealth Management Firm Focused on Customer Needs and Technology Development [3] Millennials and Gen Z Demand Seamless, Personalized Digital Wealth Management Experiences [4] True Wealth: A Cost-Efficient and Transparent Digital Wealth Management Service [5] The Rise of Mobile-First Solutions in Wealth Management [6] True Wealth Financial Literacy Index [7] True Wealth's CEO Expresses Appreciation for the Company's Success [8] True Wealth's IT Platform Developed and Maintained Independently [9] True Wealth: A Swiss Digital Wealth Management Firm [10] True Wealth News Delivered Monthly to Subscribers [11] True Wealth Coffee Break Podcast [12] True Wealth's Client Base Expands to Approximately 35,000 [13] Fintech Switzerland News Features True Wealth's Growth [14] True Wealth Continues to Expand with New Offerings like Pillar 3a and Children's Investment Portfolios
- True Wealth's growth in client assets and business can be attributed to their focus on technology-driven, cost-efficient digital wealth management, particularly in the realm of ETF-based passive investing, which aligns with evolving client expectations for personalized, digital engagement and mobile-first solutions.
- True Wealth's success in the Swiss wealth management landscape is also a result of their partnerships with tech companies and custodian banks to offer flexible, tax-efficient portfolio options, as well as their affordable pricing model, financial education content, and transparent approach to business.
%20unit.){kind=link}