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Wealth Management onYour Own Terms.

At Everon, Wealth Managers stay in control: of how they shape their investment strategies, care for their clients and run their business.

Two Everon professionals in conversation in an elegant office
The Everon team in a modern studio

Our FINMA-regulated infrastructure combines technology, investment expertise and operational support, so you can advise with confidence, day in, day out.

Awards
Swiss Benchmarking Q1/24
Swiss Benchmarking Q4/23
Swiss Benchmarking Q1/24
Swiss Benchmarking Q4/23
What you gain

Full control.Full independence.

Everon provides an infrastructure in which your work works coherently and stays firmly under your control. Create your own strategies, combine them with proven solutions, supported and never restricted.

01

Clarity that earns trust

Clear processes and an openly disclosed fee model. No hidden costs, no need to explain anything to your clients. A structure that carries the trust you have built.

02

Performance that strengthens your reputation

Three decades of experience and multiple BILANZ awards stand behind the strategies you and your clients use.

03

Compliance taken off your shoulders

Regulation, audits and documentation are handled by our team. You focus on client care.

Independent advisors carry significant responsibility for their clients. At Everon, we take on the operational side, so you can focus on the relationships and decisions that carry your business.
Florian Rümmelein
CEO & Co-Founder
Florian Rümmelein, CEO & Co-Founder
Next step

Ready for wealth management that fits you?