WEALTH MANAGEMENT ACROSS GENERATIONS
Provide the best investment service to each of our investors. Consolidate a personalised, dedicated investment solution that delivers fruitful results and long-term sustainable value.
To be a benchmark in personalised financial solutions, combining clear information, innovation and ethics to generate sustainable value and guide investors with confidence.
José Dias Coelho
With over 35 years of experience in International Private Banking and financial investments, he worked at UBP, Millennium Banque Privée, and Millennium Investment Banking.
Pedro Santos
With more than 25 years of experience in investment banking and asset management, and worked at Millennium BCP and Banco Espírito Santo.
Jean Louis Scenini
A legal professional with over 25 years of experience in risk management and compliance.
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Banking PlatformServices
Our core activity is asset management. We are committed to generating value for our clients while simultaneously ensuring liquidity and regular income. Together with the banks we have selected and with whom we have established strong partnerships, we also provide banking services, namely through credit and debit cards.
Based on an Open Architecture model, we have access to a wide range of assets and asset classes, including:
• Deposits, bonds and equities
• Equity indices
We adopt a management approach focused on the medium and long term (between 3 and 5 years), favouring balanced investment strategies.
Our objective is to combine the regular receipt of interest and dividends with sustained growth through capital gains.
Our identity leads us to value and prioritise Portuguese-speaking countries and communities.
The performance expectations associated with each investment strategy essentially depend on two variables:
• Investment horizon: a three-year time frame is generally the most suitable to benefit from positive market trends.
• Investor risk profile: although our investment approach typically favours prudence, higher-risk strategies may be considered for clients with that profile.
Clients can rely on ongoing monitoring and a service of excellence, in line with international best practices. Regular meetings are not only recommended but also essential to ensure a relationship of trust and a high level of comfort.
It should, however, be noted that past performance is not a guarantee of future returns.
Clients may use our custodian banks in Switzerland. True Magma maintains agreements with several banking institutions and, as is standard practice, does not directly hold any of its clients’ funds or assets.
All assets and monetary values are registered in the client’s name, in an account opened with the custodian bank of their choice.
True Magma ensures close monitoring, regularly sending account statements and detailed analyses of each client’s investment portfolio.
With the support of specialised partners, with whom we have collaborated for many years and whose reliability is well proven, we offer our investors a set of complementary services, including:
• Succession planning
• Tax reporting
• Investment analysis and advisory
• Support in risk management in the areas of AML & CFT (Anti-Money Laundering & Countering the Financing of Terrorism)
Because we believe in long-lasting and transparent relationships, joint growth is and will continue to be our guiding principle.
True Magma manages its own Active Management Certificates, known as AMC TM Balanced USD Strategy and AMC TM Multistrategy USD
AMC TM Balanced USD Strategy:
The objective of the strategy is to invest in a balanced portfolio of investment-grade bonds, while simultaneously seeking growth opportunities in line with the different stages of the economic cycle.
AMC TM Multistrategy USD:
The objective of the strategy is to invest in equities, particularly income-generating and value companies, as well as sector funds and trackers that are suited to prevailing market conditions.
Financial Markets Events of the Month (August)
The US economy continues to perform well despite high oil prices and the continuous rise in interest rates. The economy generated 162,000 new jobs, well above analysts’ expectations (around 55,000). Unemployment is now at 4.1%, considered full employment. The ‘Chicago PMI’ economic activity index for September was also released, rising from 47 to 58.8,confirming the economy’s strong momentum.
Contacts
Schanzeneggstrasse 3,
CH – 8002 Zürich – Switzerland
Phone: +41 44 734 04 00
welcome@truemagma.ch
Its ability to retain heat enables the production of geothermal energy, a renewable and long-lasting source. In addition, it gives rise to essential minerals used in industry, construction and metalworking. It also enriches soils, increasing agricultural productivity, and the volcanic landscapes it creates attract tourism, boosting local economies.
True Magma © 2026
Licensed and regulated wealth manager in Switzerland
Founded in 2010, it operates under authorisation from FINMA, the Swiss Financial Market Supervisory Authority, for the activity of wealth management.