Your wealth deserves care.
We work closely with your personal client manager so that your assets are looked after with a long-term perspective, entirely in your interest.
Swiss banks, family offices and Wealth Managers rely on Everon for asset management. We take care of the technology, administration and reporting, while your personal client manager remains your direct point of contact.
Three mechanisms that protect your wealth.
Your wealth is held separately.
Client funds are held at established Swiss custodian banks, separate from Everon's own assets.
FINMA-regulated & audited.
Everon is supervised by the Swiss Financial Market Supervisory Authority and is subject to regular audits.
Swiss data, Swiss servers.
Bank-grade encryption. Independent security audits.
„My personal client manager has more time for our conversations because Everon handles all the technical aspects. I can see my performance at any time, and I do not need to worry about the rest."
We'll match you with the right personal client manager.
Leave us your contact details and we will suggest independent personal client managers from our network who are a good match for you.
- Quick personal response
- Vetted personal client managers
- No commitment, you decide
Always available for you and your personal client manager.
Your personal client manager is your central point of contact for all wealth-related matters. We are additionally available to you at any time.