Blog
Discretionary Mandates: Types, Suitability & Rights
16/10/2026
Your wealth, in good hands.
We manage your wealth with the care and discretion of a Swiss multi-family office. Personal, transparent, and with outstanding investment expertise.
What you gain
Clear reporting
Performance, allocation, and documents are accessible at any time on the web and in the mobile app.
BILANZ-awarded investments
Our investment approach has received multiple BILANZ awards. You benefit from institutional discipline, without the anonymity of a large bank.
Your portfolio in view
With the Everon app, your wealth is always with you. Performance, cash flows, and documents, securely in your pocket.
A strategy agreed with you
Together with your Wealth Manager, you define your investment horizon and parameters, and your individual investment strategy takes shape from there.
Our investment styles
Four strategies are available. We agree one with you, or design a bespoke offering together.
INVESTMENT STYLE · 01
Multifactor
- Style
- Growth-oriented & active
- Instruments
- Equities, bonds, ETFs, funds
- Vehicle
- primarily direct investments
- Region
- global, CH
- Cadence
- monthly investment
- Equity allocation
- 40% to 100% equities
INVESTMENT STYLE · 02
Smart Global Markets
- Style
- Growth-oriented & passive
- Instruments
- ETFs, funds
- Vehicle
- Collective investments
- Region
- global, CH
- Cadence
- monthly investment
- Equity allocation
- 40% to 100% equities
INVESTMENT STYLE · 03
Income
- Style
- Generate income
- Instruments
- Equities, bonds, ETFs, funds
- Vehicle
- primarily direct investments
- Region
- global, CH
- Cadence
- monthly investment
- Equity allocation
- 40% to 100% equities
INVESTMENT STYLE · 04
Tailor-Made
- Style
- Bespoke strategy
- Instruments
- Direct investments, funds, AMCs
- Vehicle
- Tailored allocation
- Region
- global, CH
- Cadence
- from CHF 1 million
- Equity allocation
- 0% to 100% equities
