Independent Investment Advisor

vor 5 Stunden

Zürich, Zürich, Schweiz Everon AG Vollzeit CHF 120'000 - CHF 240'000 pro Jahr

Independent Investment Advisor - Selective Partnerships

Everon, awarded Switzerland's Best Wealth Manager 2025 by Bilanz, partners with established investment advisors who want to manage their client relationships independently while benefiting from institutional-grade infrastructure.

The model

We're building a select network of senior advisors who have cultivated substantial HNWI/UHNWI relationships over their careers and want to serve them in a boutique, personalized setting with complete investment independence. The structure can be tailored as employed or fully independent, depending on your preference. This is discussed in detail during our meetings.

What we provide

Complete Operational Infrastructure:

  • FINMA-regulated platform with full compliance framework.
  • All administrative operations (KYC, onboarding, custodian coordination).
  • Institutional-grade technology for portfolio management.
  • Custom product development capabilities.

You Focus On Clients:

  • Maintain complete ownership of client relationships
  • Full investment autonomy and strategy control
  • Boutique service model - your clients aren't "one of many"
  • Unlimited earning potential tied to your practice

Who this is for

We're selective about partnerships. This model works for:

  • Established Practice:
    Senior advisors (typically 10+ years) who have built substantial HNWI/UHNWI client relationships at major Swiss banks or wealth managers.
  • Entrepreneurial Approach:
    You want to build your own practice, not just have another job. You're comfortable with independence and accountability.
  • Relationship Depth:
    Your clients value YOU and your advice, beyond any institutional brand. These are relationships you've cultivated over years.
  • Investment Independence:
    You want complete autonomy in investment decisions and the ability to truly personalize service for sophisticated clients.
  • Swiss-Based:
    Currently managing relationships from Switzerland (Zurich, Geneva, or other Swiss locations)

Why advisors choose Everon

Our current partners transitioned from banks and other premium institutions for common reasons:

  • Desire for true investment independence without institutional constraints.
  • Frustration with bureaucracy limiting client service quality.
  • Want to capture full value from relationships they've built.
  • Need FINMA-regulated infrastructure without starting from scratch.
  • Clients expect boutique, personalized service.

About Everon

Based in Zurich, Everon is a FINMA-regulated asset manager purpose-built to support independent advisors. We eliminate the obstacles that prevent talented professionals from going independent: regulatory complexity, operational burden, and technology requirements.

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