Independence, professionally delivered.
You hold the client relationship. We deliver the rest. Everon is a FINMA-regulated wealth manager. You work here as a Wealth Manager and focus on your clients, while compliance, custody set-up and reporting run through our established structures.
Build it all yourself? You don't have to.
Build it all yourself
- Build and run your own operations and reporting team
- Negotiate custody agreements with multiple banks
- Build compliance, anti-money-laundering and FinSA processes yourself
- Buy reporting and tax tools separately
- Integrate portfolio systems, CRM, DMS, eSignature yourself
Plug into the platform
- Everon's operations and reporting team, ready from day one
- Direct access to established Swiss custody banks
- Compliance team that reviews and approves your cases
- End-to-end reporting including FinSA and tax statements
- Integrated platform for onboarding, portfolio and documents
What you get as a partner.
Regulatory framework
You work within Everon's established organisation, which is regulated by FINMA. Governance, supervisory reporting and day-to-day compliance run through our existing set-up.
Portfolio management
Model portfolios, individual mandates, AMCs, all in one system. Trading desk and research included.
Custody access
Connected to Vontobel, UBS, Julius Bär, Swissquote and more. Your clients choose where to custody.
Compliance & onboarding
Everon's compliance team reviews KYC, AML matters and FinSA documents. You submit, we approve.
Technology
An app where your end-clients can see their portfolio any time. A partner dashboard where you track every mandate in real time.
Relationship manager
One person, one number. Your RM knows your clients, your patterns and your preferences, no call centre.
You work within Everon's established organisation, which is regulated by FINMA. Governance, supervisory reporting and day-to-day compliance run through our existing set-up.
Model portfolios, individual mandates, AMCs, all in one system. Trading desk and research included.
Connected to Vontobel, UBS, Julius Bär, Swissquote and more. Your clients choose where to custody.
Everon's compliance team reviews KYC, AML matters and FinSA documents. You submit, we approve.
An app where your end-clients can see their portfolio any time. A partner dashboard where you track every mandate in real time.
One person, one number. Your RM knows your clients, your patterns and your preferences, no call centre.
Your clients move without friction.
A dedicated transition team supports every move personally: mandate documents, custody switch, client communication. White-glove, so the trust stays where it belongs.
Your business, your way.
Everon leaves you the freedom to run your business, with two partnership paths.
Start at Everon as a Wealth Manager and gradually grow into independence.
You start right away and grow into independence when a milestone is reached: a date, a client count, an AuM threshold. You choose when.
Your own entry in the register of advisers.
A registration body licensed by FINMA makes the entry, and we support you through the process. How long it takes depends on the registration body and on how complete your documents are. In the meantime, we prepare the opening of accounts and custody accounts for your clients, along with the KYC checks. Once you are entered in the register, you can carry out your activity for your clients.
"I spent fifteen years serving clients at banks. Since becoming a partner at Everon, I work for my clients. Not for a product target."
Ready to reshape
your business?
30-minute intro call, no strings attached. We clarify whether a partnership makes sense for both sides.