Lilais Funk
CMO & Co-Founder at Everon
LinkedIn profileLilais Funk is a co-founder and Chief Marketing Officer of Everon, responsible for brand and communications. A member of the 2019 founding team, she has shaped the company's brand presence ever since. She studied communication science and media studies at the University of Zurich and previously worked in strategy and M&A. Her focus is on brand management and editorial positioning.
Articles by Lilais Funk
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Winning young customers: How financial advisors are reaching millennials and Gen Z
15/07/2026
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Family Governance and Wealth Protection: How Family Charters Prevent Wealth Erosion Across Generations
15/07/2026
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Financial Advice for Families: The 5 most important Challenges
13/07/2026
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Financial advice for women: Your path to financial independence
13/07/2026
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Family Office: Definition, Services and Who It Is For
23/06/2026
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Becoming an independent asset manager: the path to FINMA authorisation
15/06/2026
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Discretionary vs. advisory mandates: Which model suits you?
28/04/2026
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Customer Loyalty in the Financial Sector: retaining clients with portfolio reviews & reports
27/02/2026
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Affluent banking: targeting the wealthy middle class
11/02/2026
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Next Generation Wealth: Preparing and supporting wealth inheritance
09/12/2025
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AI-Tools in Financial Advice: Increasing Efficiency without losing Customer Proximity
29/10/2025
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Cybersecurity & IT-Security for Swiss Asset Managers
09/10/2025
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Financial advice & growth: From solo to successful team
22/07/2025
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Target Group Specialization for Financial Advisors: More Sales, fewer Customers
14/07/2025
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Financial advice for companies: The biggest challenges
05/06/2025
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Effective Networking: how to ensure long-term Customer Relationships
18/03/2025
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How to get ahead in the Financial Industry as a young Professional: Tips and Strategies
04/03/2025
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What does a financial advisor do? Typical tasks & everyday life
12/09/2024
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Customer acquisition for financial advisors: How to win new customers
23/08/2024
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The essential tools for financial advisors
29/07/2024
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How do you become a financial advisor in Switzerland?
12/07/2024
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Professional financial advice: when expert advice pays off and for whom
25/03/2024
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Fintech and Family Office in One - Democratization of Private Banking
08/02/2022
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