Safety in your investments matters.
Verwahrung Ihrer Vermögenswerte
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 current custodians are UBS, Bank Syz, LLB, HBL (Hypothekarbank Lenzburg), Julius Bär, Vontobel, and Swissquote.
Pension foundations
If you choose Pillar 3a or vested benefits, your account is held with our partner foundation Liberty.
Data security
Data is stored on certified servers in Switzerland that meet recognised security standards.
Regulators and regulatory partners
FINMA is the Swiss Financial Market Supervisory Authority. It oversees all financial services providers in Switzerland. Reporting directly to FINMA are the supervisory organisations that carry out the ongoing supervision of wealth managers.
Everon is audited and reviewed 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, reviews investment strategies and portfolios, and contributes to client protection.