Wealth Advisor Platform Partnership

Vor 2 Tagen

Zürich, Zürich, Schweiz Everon AG Vollzeit

Wealth Advisor - Platform Enhancement Partnership

Everon (awarded as Switzerland's Best Wealth Manager 2025 by Bilanz) selectively partners with established advisors seeking enhanced platform capabilities and institutional-grade infrastructure.

For Advisors Already Independent

If you're currently at a multi-family office, external asset manager, or boutique platform and you're evaluating:

  • Stronger regulatory foundation (full FINMA infrastructure).
  • Superior operational capabilities and technology.
  • Platform stability and long-term viability.
  • Scalability without added complexity
  • Enhanced positioning for sophisticated HNWI clients.

This partnership model might be relevant.

What We Offer

Institutional-Grade Platform

  • Full FINMA license and regulatory framework.
  • Comprehensive compliance infrastructure.
  • Advanced technology and portfolio management tools.
  • Custom product development capabilities.
  • Operational scale without complexity.

Preserved Independence

  • You maintain complete client relationship ownership.
  • Full investment decision authority.
  • Your service model, unchanged.
  • Boutique, personalized approach preserved.

Growth Support

  • Platform scales with your practice.
  • No capacity constraints as you add clients.
  • Technology that matches client sophistication.
  • Institutional capabilities when needed.

Who This Is For

We work with advisors who:

  • Are already managing clients independently with substantial HNWI relationships.
  • Have 10+ years experience in wealth management with established success.
  • See opportunities but current platform creates limitations.
  • Are concerned about regulatory stability, operational capabilities, or long-term scalability of current platform.
  • Have sophisticated clients who expect institutional-grade service and stability.

Common Transition Scenarios

Advisors typically explore Everon when:

  • Limited operational support creates administrative burden.
  • Technology platform insufficient for client needs.
  • Want to scale but current platform can't support growth.
  • Current platform has regulatory uncertainty.
  • Platform economics no longer competitive.
  • Ownership or partnership changes creating uncertainty.

About Everon

We are a FINMA-regulated asset manager built specifically to support independent advisors. Unlike boutique platforms that may lack scale or stability, we offer institutional infrastructure while preserving advisor autonomy. We understand advisors already operating independently - you value control. Our role is platform, regulatory framework, and operational support. You focus on clients.

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