Independent Investment Advisor

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.

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.

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

• 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

• 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)

• 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.

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.

Director

Full-time

Finance and Sales