Tailored to you. Never off the shelf.
At Everon you use only the services you need and stay in control of how they work together. No one-size-fits-all.
At a Glance.
Four services, modular by design. Each one works on its own or in combination with the others.
Wealth
Management.
BILANZ-awarded investment strategies, developed from institutional experience. As foundation, modularly combined or complemented with third-party strategies. You decide the composition.
You define the portfolios, choose the instruments and set the weights yourself.
Integrate funds and instruments from third-party managers, built into your selection.
- Smart Global Markets
- Income
- Multi Factor
- Swiss Pension Fund
Additional strategies on request
Pension Fund
Services.
Compliant pension solutions for your clients. Everon takes on the structure and regulatory framework, you focus on long-term planning with your clients.
Private
Markets.
If your clients hold a discretionary mandate with Everon, selected Private Markets funds can become part of their portfolio. Everon's portfolio management team handles selection and due diligence.
AMC
& Structuring.
We support you in securitizing your investment strategy as a tradable product, through our issuer network.
