Safety in your investments matters.
Custody of your assets
Custodian banks
When opening an account, our clients choose a custodian bank where the account is held and where assets and securities are safekept. Our custodians currently include UBS, Julius Bär, Vontobel, VP Bank, LLB, Bank Syz, Hypothekarbank Lenzburg and Swissquote. Most are Swiss banks, a few are based abroad.
Pension foundations
If you choose Pillar 3a or vested benefits, your account is held with our partner foundation Liberty.
Data processing
The privacy policy sets out what we use data for and in which countries service providers process data outside Switzerland.
Supervision, audit and partners
FINMA is the Swiss Financial Market Supervisory Authority. It has granted Everon a licence as a wealth manager under the Financial Institutions Act (FinIA). Ongoing supervision is carried out by the supervisory organisation OSFINcontrol AG, which is itself authorized and supervised by FINMA.
Everon is audited by Grant Thornton AG, our auditing firm, both for regulatory and statutory compliance.
SwissComply is Everon's partner in risk management and compliance. SwissComply provides anti-money-laundering services and reviews investment strategies and portfolios.