Wealth management
to your taste.

We help you make better decisions for your wealth. With our personal wealth management, you only have to worry about what you want. We take care of everything else for you. And all that starting from CHF 50,000.

2020
2021
2022
2023

Your benefits

Your personal strategy

Your strategy must fit your needs and risk preferences. Basically, the following can be personalized:

  • Selection of themes (e.g. low risk or ESG) and focus or restrictions on regions, sectors and currencies.
  • Explicitly include or exclude individual stocks
  • Custom asset allocation: Here you determine which asset class (equities, bonds, real estate, commodities, liquidity) is weighted and to what extent or leave it out completely.
Learn more

Our investment styles

Pricing

Wealth
management

Amount (CHF) Custodian bank Fee p.a. What’s included
50’000 –
250’000
HBL 1.05%
Relationship management
Wealth planning
250’000 –
5’000’000
HBL
UBS
1.05%
1.25%
Access to mortgages
Financial concierge
Exclusive Investment opportunities
5’000’000+ UBS Talk to us Talk to us

*This includes all transaction, custody account and management fees. Foreign currencies are converted at the interbank rate without commission. Additional product-specific costs may apply for index funds and ETFs if the strategy requires them. No other costs whatsoever are charged, regardless of the number of exchange transactions executed each month.

Pricing

Wealth
management

  • Amount (CHF)
    50’000 –
    250’000
    Custodian bank
    HBL
    Fee p.a.
    1.05%
    What’s included
    Relationship management
    Wealth planning
  • Amount (CHF)
    250’000 –
    5’000’000
    Custodian bank
    HBL
    UBS
    Fee p.a.
    1.05%
    1.25%
    What’s included
    Access to mortgages
    Financial concierge
    Exclusive Investment opportunities
  • Amount (CHF)
    5’000’000+
    Custodian bank
    UBS
    Fee p.a.
    Talk to us
    What’s included
    Talk to us

*This includes all transaction, custody account and management fees. Foreign currencies are converted at the interbank rate without commission. Additional product-specific costs may apply for index funds and ETFs if the strategy requires them. No other costs whatsoever are charged, regardless of the number of exchange transactions executed each month.

Interested to find out more?

DOWNLOAD OUR FACTSHEET

FAQ Wealth management

  • We charge an all-in fee of 1.05% per annum, which is split as following:

    • Everon management fee: 0.7% p.a.
    • Custodian fee : 0.35% p.a.

    This is including all transaction, custody account and management fees. Foreign currency exchanges are done at the interbank rate with no commission. Product costs may apply additionally on Index Funds and ETFs, if strategy requires.
    There are no further costs, regardless of the number of transactions carried out per month

  • You always have a detailed insight into your portfolio via our app. You can see each individual position with amount and performance.

  • Your investment amount is invested according to your risk profile, your preferences and the chosen strategy.

  • Individual wishes and restrictions can be communicated to us at any time in order to personalize your portfolio. We will discuss the implementation together and deposit it to the portfolio.

  • Everon’s portfolio management team assesses the markets, the macroeconomic situation and the instruments invested on an ongoing basis, but at least once a month, and makes adjustments if necessary.

  • In the Everon app, navigate to Transfer in the menu bar at the bottom center to display the active securities accounts for the respective service. For each custody account, you will find your personal investment account IBAN in your name. Deposits to this account will be created according to your chosen strategy.

  • Newly deposited capital is invested in your portfolio according to your existing strategy. We invest the money as quickly as possible, usually within a week.