Business introduction
The future of investing
We provide access to Swiss Wealth Management by combining technology, all-around customer service and a prestigious network of institutions. Our customers and our partners are our most valuable asset
Born with the purpose to help people make the right decisions for their wealth
Our mission
We blend Swiss tradition with innovation for a powerful approach.
With this vision in mind, Everon emerged from the desire to expand access to high-end wealth management services, building upon the experience of the multi-family office Swiss 5 Group. Recognizing the lack of suitable options for individuals seeking independent support and access to professional investment opportunities, we set out to address this gap.
Everon aims to harness technology to streamline processes and enhance the client experience. We prioritize human relationships and leverage technology as a tool to deliver the utmost value.
Everon Solutions
Everon for Clients
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. Personal support With us, you have neither chatbots nor......
business needs
view solutionEveron for Partners
Our offer Digital solution Digital platform to manage your clients, review their documentation and monitor their portfolios. Awarded portfolio management Access to our awarded portfolio management strategies across multiple services: Wealth Management, Pillar 3a, Vested Benefits and Private Markets. Dedicated Relationship Manager One of Everon relationship managers will support you and your clients whenever you need. Everon......
