Answers, beforeyou have to ask.

Everon is a FINMA-regulated wealth manager based in Zurich. We provide independent Wealth Managers with an infrastructure that combines technology, investment expertise and operational support, so they can serve their clients at their best without having to PRIMARILY worry about regulation, systems and reporting.

Everon is aimed at independent Wealth Managers, external asset managers and wealth managers looking for a regulated infrastructure, and family offices wanting to extend their operational depth. Most of our partners manage between CHF 80m and CHF 500m in AuM.

A bank is a custodian. Everon is a wealth manager and provides the infrastructure. The custodian stays independent. Your clients keep their bank; you gain an infrastructure that handles reporting, rebalancing, compliance and onboarding.

Everon AG is authorised by FINMA (the Swiss Financial Market Supervisory Authority) as a wealth manager under Art. 17 FinIA and is subject to ongoing supervision by the supervisory organisation OSFINcontrol Suisse AG.

Fully digital: KYC forms, electronic signature, video identification, all in a single interface. For your client the process typically takes only a fraction of the traditional onboarding time. As the advisor you are informed about every step and can step in where clarification is needed.

UBS, Julius Bär, Vontobel, VP Bank, LLB, Bank SYZ, Hypothekarbank Lenzburg, and we keep adding. Your clients keep their existing bank relationship; we act as wealth manager under power of attorney.

Dynamic, interactive, white-labelable. Your clients see performance, allocation, fees and transactions in their own app or as a PDF report in your branding. Reports can be generated for any period and aggregation level.

Three levels: (1) Everon strategies, Smart Global Markets, Income, Multi Factor, Swiss Pension Fund, awarded by Bilanz among others. (2) Third-party strategies. (3) Your own custom portfolios that you build yourself.

Yes. You define the instruments, weights, rebalancing rules and exclusion criteria. Everon handles execution, monitoring and the reporting pipeline. You remain the portfolio manager, we are the infrastructure.

Through Everon you gain access to a curated list of private-markets funds, typically only available to professional and institutional investors. Selection, due diligence and reporting run through us.

Transparent and two-tier: (1) a wealth management fee to Everon, typically in basis points of AuM, and (2) the negotiated transaction and custody costs of the respective custody bank. Any retrocessions received are disclosed transparently in line with statutory requirements.

Onboarding is free for the end client. For partner organisations we typically charge a setup fee. For larger books we create a tailored migration plan.

As a wealth manager under Art. 17 FinIA, with FINMA authorisation and supervision by a recognised SO. We fully comply with FinSA duties: client segmentation, suitability assessment, cost transparency, risk disclosure.

When you work through Everon you fall under our regulatory umbrella: we handle supervisory reporting, compliance monitoring, risk management and ongoing audits.

Compliance with Swiss data protection regulations is ensured by Everon, our processes and our service providers. Our systems and processes are regularly reviewed through external audits.

Typical flow: (1) 30-min intro call, (2) workshop on your requirements (2–3 hours), (3) proposal incl. migration plan, (4) legal agreement, (5) onboarding. We tailor the timeline to your needs.

We assess each enquiry individually. Conditions are aligned with mandate volume; smaller offices we onboard via standardised packages. A matching working style matters more than pure size.

Yes, you remain the main point of contact for your clients. We take care of everything else, so you can focus on client contact and relationship building.