ABOUT US
We are an independent Asset Management Company based in Zurich, Switzerland. Our goal is to provide first class service to UHNWI and HNWI individuals and their families. Our team consists of experienced professionals with an extensive background in Banking industry.
As an independent Asset Manager we always put our client’s preferences and needs first. That’s why we are not restricted by target-driven policies when choosing right products for our clients and we are not forced to achieve ever-growing and unrealistic revenues.
We enjoy a strong and professional network of first class professionals, both locally and internationally. This allows us to have a fast lane approach for our clients.
The company is member of SAAM (Swiss Association of Asset Managers).
OUR SERVICES
- Thanks to our extensive experience and network of contacts we are able to provide a wide range of services to our clients.
- Your Investment Advisor will identify and analyze your needs and goals and suggest the best strategy to achieve and beat them.
- Your Asset Manager will develop and actively maintain a tailor-made portfolio according to your investment profile and geographical preferences.
- We can put you in contact with tax advisors, real-estate consultants and other specialists you require.
- Of cause we can offer full Family-Office services for our clients.
ASSET MANAGEMENT STRUCTURE
- The three-way relationship between a client, an Asset Manager and one or several banks helps to create a tailor made solution for every single client and to keep your freedom to design your own business and family life.
- After signing a contract with us as you independent Asset Manager, we will help you to choose the right bank. As a client you have the option to place your assets into discretionary management or to actively manage your own portfolio with the supporting advice of your Asset Manager.
- We provide you with full access to our own research and risk valuations, which we create as an independent Asset Manager as well as from the custodian banks of your choosing.
- For diversification reasons you can select different banks and we would provide you with a single consolidated portfolio report.
OUR ADVANTAGES
Every day we work hard to make our clients' lives better and happier.
Responsibility
As an Asset Manager we represent interests of our clients and are aware of our responsibility. Our transparency and honesty in what we do is extremely important to gain customers` trust.
Clients' Satisfaction
The only way to succeed in keeping satisfied customers is to dedicate time and effort towards a strategy that always puts your customers in first place.
Alignment of Interests
We offer a synergy between your concepts and our capabilities, in which decisions are made independently and exclusively in the interests of Evocorp-Clients.
CONTACT US
Call us on
Come find us at
Weinplatz 10
8001 Zurich
Switzerland