EAM
Independent. Personal. By your side.
As an external asset manager, we oversee your wealth independently of your bank. Your existing banking relationship remains unchanged.
We take care of the strategic management of your assets, while your bank continues to handle custody, payment transactions, and the technical execution.
This creates a clear division of roles with a decisive advantage for you: greater independence, increased flexibility, and a service that is fully aligned with your personal situation.
How EAM works
The EAM model is based on a clear partnership between three parties:
- You as the client
You define the objectives and retain full control over your assets at all times. - Your bank
It safeguards your assets, processes payments, and provides the necessary infrastructure. - We as your asset manager
We develop strategies, make investment decisions, and support you independently and personally.
Your assets always remain in your ownership.
Your key advantages
Einfach und effizient umgesetzt
Getting started with external asset management is straightforward:
- Minimal administrative effort for you
- We handle the entire coordination with the banks
- Consolidated overview of all assets and accounts
- Opening of new banking relationships upon request
Our partner banks
We work with selected and renowned banks, including:
- Bank Vontobel
- Julius Bär
- LGT
- Swissquote
- UBS Schweiz AG
- Zuger Kantonalbank
- Zürcher Kantonalbank
Additional banks can be included upon request.
Preferential conditions for our clients
Thanks to our long-standing partnerships, you benefit from attractive conditions and preferential terms with our partner banks.
A true partnership is built on trust, personal proximity, and a deep understanding of your individual needs.
More than asset management
We do not just manage assets.
We support life journeys.
