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Becoming an independent asset manager: the path to FINMA authorisation
15 June 2026
Pillar 3a, reimagined
Build your retirement savings with the care of a Swiss Multi-Family Office. Transparent and flexible, following a strategy that fits you.
Our offering
The Everon offering
Our offering brings together everything your Pillar 3a needs: fully digital onboarding, performance reporting you can access anytime, and secure storage of your documents.
Individual investment solution
You choose the investment strategy and focus that best fits your investment goals and recommendations.
Tax savings
A Pillar 3a account offers many benefits, including tax savings and returns through investments. By contributing the maximum amount, you can deduct it from your taxable income.
Strong partners
Your account and custody are opened with the Liberty pension foundation. Liberty is an established Swiss pension provider, managing approximately CHF 4 billion in client assets.
Our investment styles
Four curated strategies. Choose the one that fits your wealth, or let us design a bespoke offering with you.
INVESTMENT STYLE · 01
Multifactor
- Style
- Growth-oriented & active
- Instruments
- Equities, bonds, ETFs, funds
- Vehicle
- primarily direct investments
- Region
- global, CH
- Cadence
- monthly investment
- Equity allocation
- 40% to 100% equities
INVESTMENT STYLE · 02
Smart Global Markets
- Style
- Growth-oriented & passive
- Instruments
- ETFs, funds
- Vehicle
- Collective investments
- Region
- global, CH
- Cadence
- monthly investment
- Equity allocation
- 40% to 100% equities
INVESTMENT STYLE · 03
Income
- Style
- Generate income
- Instruments
- Equities, bonds, ETFs, funds
- Vehicle
- primarily direct investments
- Region
- global, CH
- Cadence
- monthly investment
- Equity allocation
- 40% to 100% equities
INVESTMENT STYLE · 04
Tailor-Made
- Style
- Bespoke strategy
- Instruments
- Direct investments, funds, AMCs
- Vehicle
- Tailored allocation
- Region
- global, CH
- Cadence
- From CHF 100,000
- Equity allocation
- 0% to 100% equities
Insights
Everon Insights
Read more about Pillar 3a on our blog.
