Jonas Bächinger
CIO & Co-Founder at Everon
LinkedIn profileJonas Bächinger is a co-founder and Chief Investment Officer of Everon, responsible for investment strategy and portfolio construction. A mathematician (MSc, University of Zurich), he brings a quantitative approach to wealth management and develops systematic, model-based investment strategies. Before Everon, he worked as a Portfolio Manager at Swiss 5 Group and in investment banking at Credit Suisse. Since 2019, he has steadily built out the firm's investment process.
Articles by Jonas Bächinger
Market Update
Market Update July 2026
10/08/2026
Blog
Cryptocurrency Forecasts: Is the Risk Calculable?
04/08/2026
Blog
Long-Term Investing: Which Asset Classes to Consider
04/08/2026
Blog
Momentum as a return factor: the systematics behind relative strength.
04/08/2026
Blog
Wealth Management Mandates: Types, Suitability & Rights
19/07/2026
Blog
Factor Investing with Everon
18/07/2026
Blog
Investing in real estate in Switzerland: How the investment pays off
18/07/2026
Blog
Alternative Investments in the 2nd Pillar: Opportunities and Limits
15/07/2026
Blog
Emigrating from Switzerland: Checking Finances and Making Provisions
13/07/2026
Blog
Inheritance in Switzerland: Guide for heirs and descendants
13/07/2026
Blog
Investing money in Switzerland: investment strategies and the 1×1 of investing
13/07/2026
Blog
Pillar 3a pension plan: Direct investments
13/07/2026
Blog
Saving taxes in Switzerland: optimally structuring investments
13/07/2026
Blog
Switzerland's 3-pillar principle
13/07/2026
Blog
Vested benefits account payout: When it is possible, what to watch, how it is taxed
13/07/2026
Blog
Lump Sum or Pension: The Decision When Drawing Your Pension Fund
08/07/2026 Market Update
Market Update June 2026
07/07/2026
Blog
International Diversification: Opportunities, Risks, Tax Consequences
05/07/2026
Blog
Stock Market Crash: How to React, Strategies and Mistakes
02/07/2026
Blog
Private Debt: Alternative Corporate Financing and a Growing Asset Class
29/06/2026
Blog
Actively Managed Certificates (AMCs): Explanation and Insights
23/06/2026
Blog
Interest rates in Switzerland 2026: policy rate, savings rates and mortgages explained
23/06/2026
Blog
Private Equity: Definition, Access and Risks for Private Investors
23/06/2026 Market Update
Market Update May 2026
12/06/2026 Market Update
Market Update April 2026
12/05/2026 Market Update
Market Update March 2026
13/04/2026
Blog
Systematic Alternatives: How Rules-Based Multi-Asset Strategies Make Equity Portfolios More Resilient
01/04/2026 Market Update
Market Update February 2026: Your Stock Market News
13/03/2026
Blog
From Football Models to Financial Markets
03/03/2026
Blog
Behavioral Finance in Investment Advice: How to use Client Psychology to make better Decisions
06/02/2026 Market Update
Market Update January 2026: Your Stock Market News
29/01/2026 Market Update
Market Update November 2025: Your Stock Market News
20/11/2025
Blog
SpaceX, AI or Bitcoin - where will the next Amazon be built?
28/10/2025
Blog
ESG and Sustainable Investments: Client Advice with a Future
15/10/2025 Blog
Market capitalization-weighted vs. equally weighted: Which is the better portfolio strategy?
25/07/2025
Blog
Actively managed certificates (AMCs): Types and delimitation
18/07/2025
Blog
AMC rules and regulations: What investors need to know
22/05/2025
Blog
Costs and tax treatment of actively managed certificates (AMCs)
28/04/2025 Market Update
Market Update August 2024
16/09/2024 Market Update
Market Update June 2024
11/07/2024 Market Update
Market Update May 2024
17/06/2024 Market Update
Market Update April 2024
14/05/2024 Market Update
Market Update March 2024
11/04/2024 Market Update
Market Update February 2024
12/03/2024
Blog
Diversification as the key to minimizing risks in the portfolio
21/02/2024 Market Update
Market Update January 2024
19/02/2024 Market Update
Market Update December 2023
11/01/2024 Market Update
Market Update November 2023
18/12/2023
Blog
The most important Swiss share indices at a glance - the guide for beginners
13/11/2023 Market Update
Market Update October 2023
10/11/2023 Market Update
Market Update September 2023
16/10/2023 Market Update
Market Update August 2023
12/09/2023 Market Update
Market Update July 2023
09/08/2023
Blog
The Evolution of the Correlation Between Stocks and Bonds
29/06/2023
Blog
Investment Strategy in Focus: The Power of Income Strategy
07/06/2023
Blog
Investing in Volatile Markets: Risk-Strategies for Long-Term Investors
16/05/2023 Blog
Transfer of securities in Switzerland
28/04/2023
Media Release
Everon receives FINMA license and launches partner offering
20/04/2023
Blog
Factor Risk Premia: Value, Momentum, Size, and Quality in Recent Years
20/04/2023
Blog
Turbulence in the banking sector and possible impact on asset management
23/03/2023
Blog
Market review 2022 and outlook 2023
07/03/2023
Blog
Inflation in Switzerland: Definition, Forecast & Investment Strategy
28/02/2023
Blog
What are ETFs? All about Exchange Traded Funds
24/02/2023
Blog
Dividend simply explained: Meaning, Strategies, Shares and Calculation
13/02/2023
Blog
Fees when investing: Asset Management, Portfolio, Shares, Funds & Co.
01/02/2023
Blog
Portfolio rebalancing - why it is so important
07/11/2022
Blog
Private Banking: Efficient wealth management for the discerning customer
24/08/2022
Blog
Digital Banking in Switzerland: Banking of the Future - Status Quo & Forecast
11/08/2022
Blog
Digital wealth management: tips & tricks
15/07/2022
Blog
Active Investing with Everon
13/05/2022 Market Update