Security is crucial when investing.
Custodian banks
When onboarding with us, our clients can choose a custodian bank where the account will be opened and the funds will be stored. Currently our custodian banks are UBS, Vontobel, Swissquote and HBL (Hypothekarbank Lenzburg).
Pension foundations
When selecting Pillar 3a or Vested Benefits, the account will be opened at our partner foundation Liberty.
Data security
The data is securely stored on certified servers in Switzerland, which meet the highest security requirements.
Regulatory bodies and partners
FINMA
FINMA is the Swiss Financial Market Supervisory Authority. It controls all financial service providers in Switzerland. Directly subordinate to her are the self-regulatory organizations, which strictly control asset managers.
Grant Thornton
Everon is audited by Grant Thornton AG in terms of regulatory law.
SwissComply
Swisscomply is an established and experienced partner in the area of risk management and compliance. SwissComply provides Everon with anti-money laundering services, reviews Everon’s investment strategies and portfolios and ensures the best possible customer protection.
A prestigious network
We built a top-quality network to ensure that we can execute our investment strategies in the best interest of our clients.
