Becoming an independent asset manager: the path to FINMA authorisation
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Becoming an independent asset manager: the path to FINMA authorisation
The entrepreneurial route to independence from a practitioner's view: supervisory organisation, FINMA authorisation under FinIA, and the question of what you build yourself and what you hand to a partner.
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Stock Market Crash: How to React, Strategies and Mistakes
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Pillar 3a payout: What to keep in mind when making a withdrawal
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Market Update April 2026
Market Update
Discretionary vs. advisory mandates: Which model suits you?
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Alternative Investments in the 2nd Pillar: Opportunities and Limits
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Market Update March 2026
Market Update
Systematic Alternatives: How Rules-Based Multi-Asset Strategies Make Equity Portfolios More Resilient
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Market Update February 2026: Your Stock Market News
Market Update
From Football Models to Financial Markets
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Customer Loyalty in the Financial Sector: retaining clients with portfolio reviews & reports
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Winning young customers: How financial advisors are reaching millennials and Gen Z
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Affluent banking: targeting the wealthy middle class
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Behavioral Finance in Investment Advice: How to use Client Psychology to make better Decisions
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Market Update January 2026: Your Stock Market News
Market Update
Demographic Change: Challenges for Pension Funds
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International Diversification: Opportunities, Risks, Tax Consequences
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Next Generation Wealth: Preparing and supporting wealth inheritance
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Market Update November 2025: Your Stock Market News
Market Update
AI-Tools in Financial Advice: Increasing Efficiency without losing Customer Proximity
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SpaceX, AI or Bitcoin - where will the next Amazon be built?
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FIDLEG Compliance 2025: New rules of conduct and practical implementation
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ESG and Sustainable Investments: Client Advice with a Future
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Cybersecurity & IT-Security for Swiss Asset Managers
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Financial Advice for Families: The 5 most important Challenges
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Market capitalization-weighted vs. equally weighted: Which is the better portfolio strategy?
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Financial advice & growth: From solo to successful team
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Actively managed certificates (AMCs): Types and delimitation
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Target Group Specialization for Financial Advisors: More Sales, fewer Customers
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Momentum as a return factor: the systematics behind relative strength.
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Financial advice for companies: The biggest challenges
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Financial advice for women: Your path to financial independence
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AMC rules and regulations: What investors need to know
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Costs and tax treatment of actively managed certificates (AMCs)
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Effective Networking: how to ensure long-term Customer Relationships
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How to get ahead in the Financial Industry as a young Professional: Tips and Strategies
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Market Update August 2024
Market Update
What does a financial advisor do? Typical tasks & everyday life
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Customer acquisition for financial advisors: How to win new customers
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The essential tools for financial advisors
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How do you become a financial advisor in Switzerland?
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Market Update June 2024
Market Update
Market Update May 2024
Market Update
The Advantages of AMCs for Investors
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Market Update April 2024
Market Update
Thomas von Hohenhau joins Everon as new advisor
Media Release
Market Update March 2024
Market Update
Professional financial advice: when expert advice pays off and for whom
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Market Update February 2024
Market Update
Diversification as the key to minimizing risks in the portfolio
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Market Update January 2024
Market Update
Interest rates in Switzerland: drivers, forecasts and strategic recommendations
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Market Update December 2023
Market Update
Market Update November 2023
Market Update
AMCs: Explanation and insights into actively managed certificates
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The most important Swiss share indices at a glance - the guide for beginners
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Market Update October 2023
Market Update
Market Update September 2023
Market Update
Market Update August 2023
Market Update
Market Update July 2023
Market Update
Private Equity: An Asset Class also for Private Investors?
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Private Markets: New opportunities in the asset class for exclusive investments
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Divorce & Finances: Division, Pension Equalization, Pension Fund
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The Evolution of the Correlation Between Stocks and Bonds
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Private Debt: Alternative Corporate Financing and Exciting Asset Class
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Unemployment and finances: Effective management of the pension fund
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Market Update May 2023
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Investment Strategy in Focus: The Power of Income Strategy
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Emigrating from Switzerland: Checking Finances and Making Provisions
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Investing in Volatile Markets: Risk-Strategies for Long-Term Investors
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Change of employer: How to secure your pension fund entitlements
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Transfer of securities in Switzerland
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Pillar 3a comparison: These investments are worthwhile
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Everon receives FINMA license and launches partner offering
Media Release
Factor Risk Premia: Value, Momentum, Size, and Quality in Recent Years
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BVG Guide: Meaning - Contributions - Benefits
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Retirement Age in Switzerland: Optimal Planning for Retirement
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Inheritance in Switzerland: Guide for heirs and descendants
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Turbulence in the banking sector and possible impact on asset management
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Investing in real estate in Switzerland: How the investment pays off
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Market review 2022 and outlook 2023
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Inflation in Switzerland: Definition, Forecast & Investment Strategy
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What are ETFs? All about Exchange Traded Funds
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Investing money in Switzerland: investment strategies and the 1×1 of investing
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Dividend simply explained: Meaning, Strategies, Shares and Calculation
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Retirement provision in Switzerland: How your financial security works
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Fees when investing: Asset Management, Portfolio, Shares, Funds & Co.
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Saving for children: Investing intelligently and creating a solid foundation for the next generation
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Pillar 3a funds: tips, potential returns and answers to important questions
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Pillar 3a maximum amount 2023: Know the maximum amounts and use them optimally
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Targets for 2023 & Expenditure Check Previous Year
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Pillar 3a pension plan: Direct investments
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Saving taxes in Switzerland: optimally structuring investments
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Forecast cryptocurrencies: Is the risk calculable?
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Cancel & switch pillar 3a: This is what you should consider
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Portfolio rebalancing - why it is so important
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Wealth Management Mandates: Definition, Meaning & Advantages
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Private financial planning - how to achieve your individual goals
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Long-term investments: These options are available
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Private Banking: Efficient wealth management for the discerning customer
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Pillar 3b Insider Tips - the Investment Strategy for a Carefree Retirement
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Digital Banking in Switzerland: Banking of the Future - Status Quo & Forecast
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Old-age poverty in Switzerland: situation, causes & prevention
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Digital wealth management: tips & tricks
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Pillar 3a Insider Tips: Amounts, taxes, payout & comparison
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Family Office: Definition, typical Tasks & for whom it is worthwhile
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Vested benefits account: Basics & Tips on Payout, Interest Rates and Investment Strategies
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Vested benefits act for occupational pension provision: Tips & FAQ
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Private equity: background information on off-market equity capital
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Switzerland's 3-pillar principle
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Active Investing with Everon
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Factor Investing with Everon
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Everon is the first fintech company to be crowned Switzerland’s best asset manager of the last 12 months
Media Release
Fintech and Family Office in One - Democratization of Private Banking
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Why private banking must become more digital
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Market Update January 2022
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Everon belongs to the best Swiss asset managers
Media Release
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