Strategy today.
Earnings tomorrow.
The future of wealth management in the palm of your hands.
Our unique strategy allows you to be ahead today.
INVESTING WITH EVERON
Raise the bar of expectations.
What sets our wealth management apart from others?
We offer exclusive investment opportunities that are otherwise reserved only for high net worth individuals. This in a simple and intuitive way, on the basis of scientific knowhow and with strategies that have received many awards. However, in the end you can decide how far you want to personalize your strategy. We are always here to advise you.
Science as a solid fundament.
risk profile
By applying the so-called «prospect theory» we can estimate your will to take risks. The determined risk rate is combined with your personal data to verify your risk profile. The two renowned economists Daniel Kahneman and Amos Tversky received the Nobel Prize for this scientific approach.
In general, the higher the equity ratio, the higher the expected volatility (risk). However, the expected return on a portfolio is then also higher. In any case: you can decide for yourself whether and to what extent you want to deviate from your recommended equity ratio.
This is how:
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1In order to assess how you perceive risk, we have implemented questions in the onboarding process of the app, based on a behavioral finance approach
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2Based on the information regarding your life, income and asset situation, investment experience, risk capacity and risk tolerance, an equity ratio is recommended for you..
OUR INVESTMENT STRATEGY
A PAY OFF. THAT PAYS OFF
We select investment instruments based on what is known as «factor investing». Discover our systematic investment approach:
Our algorithm allows us to analyze a large number of instruments (6.000 to 7.000) in an efficient way
We overcome “behavioral biases” by minimizing human interaction and “gut feeling”.
Whereas other strategies focus on specific areas like fundamental data or technical indicators, we combine it all in a comprehensive view along with risk considerations
EVERON INVESTMENT STRATEGIES
If you wish to leave all of your investment decisions up to us, Everon has various investment strategies that have received multiple awards.
Everon’s diverse investment strategies offer different equity ratios and can therefore be selected according to your needs and expectations. In general, the lower the share ratio, the higher the proportion of other asset classes such as bonds, real estate and commodities.
The fact sheets provide detailed information on the respective investment approach and the results to be reached. If you do not want to personalize your investment strategy, these are guidelines that you can use when choosing the strategy.
Results differ depending on the degree of personalization and the amount of investment.
| Strategy | Equity Weight | 2021 | YTD* | Factsheet |
|---|---|---|---|---|
| Everon 20 | 20% | 4.14% | -6.1% | Jun 2022 |
| Everon 30 | 30% | 8.88% | -6.7% | Jun 2022 |
| Everon 40 | 40% | 11.82% | -7.8% | Jun 2022 |
| Everon 50 | 50% | 17.59% | -9.9% | Jun 2022 |
| Everon 60 | 60% | 21.89% | -9.7% | Jun 2022 |
| Everon 70 | 70% | 26.44% | -12.4% | Jun 2022 |
| Everon 80 | 80% | 28.17% | -14% | Jun 2022 |
| Everon 90 | 90% | 32.97% | -15.4% | Jun 2022 |
| Everon 100 | 100% | 37.47% | -17.5% | Jun 2022 |
*Year-to-date
PERSONALIZED STRATEGY
Together with you, Everon evaluates how your personal preferences should be set in your individual portfolio. You decide how much responsibility you want to take on for your portfolio and how detailed you want to customize it.
You can specify your preferences for the individualized strategy – directly in the app. This allows you to set different thematic priorities for your personal portfolio.
The portfolio can be individualized by theme (e.g. low risk or ESG), regions, sectors, currencies and individual instruments.
Asset allocation for non-equity-only strategies can be changed as well in regards of weights or even skipping an asset class.
So, it depends on you, how much responsibility do you feel like taking on upon your portfolio and in how much detail do you want to do that.
Our quantitative and systematic investment approach is constantly working in the background, to find the best instruments according your preferences. The best part of it is, personalizing your Everon portfolio comes at no extra cost.
One step ahead
OUR BENEFITS. YOUR BENEFITS
Excellent portfolio management.
Everon is among the best Swiss asset managers. As the only Fintech, the renowned Swiss financial publication «Bilanz» has given our portfolio management the rating «excellent» several times in a row.
Complete control.
You have the full control over your portfolio at all times. All of your accounts will be managed in your name at our partner bank Hypothekarbank Lenzburg.
Personal support.
If you have any questions or concerns, you can contact us directly through the Everon app at any time. Our experts are more than happy to help you with all of your questions. Real people, we do not have chatbots or 0800 numbers.
JOIN. THE WAITING LIST.
Fill out the form, click «send» and off you go. As an Everonpreneur, we warmly welcome you to our exclusive first mover club.
REQUIREMENTS FOR REGISTRATION
Journal
Active Investing with Everon
Everon basically stands for the active investment approach, but we have our own definition of it. We understand “active” as a systematic, unemotional and quantitative way of analysing investment instruments. We do not try to “time” the market, as short-term market developments are usually difficult to predict and are often […]
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Factor Investing with Everon
In this article we would like to shed light on the scientific background of our investment strategy in order to make one of the most important distinguishing features of Everon more tangible. To do this, we first go into the discoveries of individual factors, in order to then show the […]
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Family Office: Definition, typical Tasks & for whom it is worthwhile
Butlers and chambermaids have become rare, which cannot be explained by lowered expectations of the rich and super-rich. The situation: concentration and increase in wealth on the one hand and skepticism toward established financial advisors and banks on the other. The demands have grown and in the last ten years […]
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