Elevate your client’s performance
Offer your clients state-of-the-art wealth management. Our platform supports you through the entire investment process with the aim to achieve great results for your clients.
2020 
2021 
2022 
2023 Our Offering
The Everon Platform
Our platform provides all the tools needed to manage you clients’ investments. It facilitates client onboarding, offers detailed performance reporting, and allows you to define investment strategies suited to your needs.
Tailored Investment Solutions
Whether you prefer us to handle it, collaborate with you, or guide you in doing it yourself, we’re here to support you and your investment advice to your clients.
Learn more
Investment strategies
Our investment approach is excellent. Everon has repeatedly achieved outstanding results in independent comparisons and is recognized as one of the best asset managers in Switzerland.
Mobile App
You can offer your clients an app that allows them to monitor the performance of their investments and keep track of their goals.
The personal Strategy
You have the possibility to build your own model portfolio and directly apply it to your clients’ accounts. We facilitate it through our infrastructure and manage it according to your guidance.
Learn moreOur 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.
Everon Insights
Read more about wealth management in our blog.
Interested to find out more?
Talk to usFAQ Wealth management
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You always have a detailed insight into your portfolio via our app. You can see each individual position with amount and performance.
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Your investment amount is invested according to your risk profile, your preferences and the chosen strategy.
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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.
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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.
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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.
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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.