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.
Your benefits
Transparency at all times
The app gives you the opportunity to see performance and goal achievement in real time.
Excellent investment strategies
Our investment approach is excellent. Everon has repeatedly achieved excellent results in independent comparisons and is one of the best Swiss asset managers.
Learn morePersonal support
With us, you have neither chatbots nor 0800 hotlines. You can always contact us by phone or app and know the person on the other side.
Individual strategy
In just a few steps, we determine which strategy suits you and how much risk you are willing and able to take. But we go even further: We are also happy to take your individual wishes into account in the portfolio construction.
Talk to usYour 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.
Our investment styles
Multifactor
Growth-oriented & Active
Stocks, Bonds, ETFs, Funds
Mainly direct investments
Global, CH
Monthly investment
From 40% to 100% equity
Smart Global Markets
Growth-oriented & Passive
ETFs, Funds
Collective investments
Global / CH
Monthly investment
From 40% to 100% equity
Income
Income-generating
Stocks, Bonds, ETFs, Funds
Mainly direct investments
Global, CH
Monthly investment
From 40% to 100% equity
Sustainability
Growth-oriented & Active
Stocks, Bonds, ETFs, Funds
Mainly direct investments
Global, CH
Monthly investment
From 40% to 100% equity
Absolute Return
Risk-averse
Stocks, Bonds, ETFs, Funds
Mainly direct investments
Global / CH
Monthly investment
Tailor-made
Tailor-made portfolio construction, intelligent monitoring and rebalancing. We work with you to create tailor-made portfolios based on your goals and life priorities. Starting from CHF 100,000.
Talk to usOur custodian banks
UBS
UBS is the best-known and largest bank in Switzerland and is globally connected. As such, it offers access to a wide range of markets as well as efficient and secure custody of client assets. The trading infrastructure allows us to meet more exotic client requests and also to welcome foreign clients.
Hypothekarbank Lenzburg
Hypothekarbank Lenzburg is a listed Swiss universal bank and our partner for the safekeeping of your assets. Thanks to its low-risk business model and technological innovation, it is a reliable partner for us to build digital asset management on a stable foundation. It helps us give more people access to first-class service.
Pricing
Amount (CHF) | Custodian bank | Fee p.a. | What’s included |
---|---|---|---|
50’000 – 250’000 |
HBL | 1.05% | |
250’000 – 5’000’000 |
HBL UBS |
1.05% 1.25% |
|
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 –
250’000Custodian bankHBLFee p.a.1.05%What’s included -
Amount (CHF)250’000 –
5’000’000Custodian bankHBL
UBSFee p.a.1.05%
1.25%What’s included -
Amount (CHF)5’000’000+Custodian bankUBSFee p.a.Talk to usWhat’s includedTalk 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.
Everon Insights
Read more about wealth management in our blog.
Interested to find out more?
DOWNLOAD OUR FACTSHEETFAQ 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.