What is EAM?
External Asset Management, a framework at the core of Swiss success.
An “External Asset Manager” is a company offering independent, customized services to high net-worth individuals in a wide range of niche segments.
A successful EAM is founded on deep relationships with experts in the fields of asset management, tailor-made investments, custodian banking, lawyers, wealth planning, etc.
Our business model lies on independence, as we advise what we consider suits your objectives best, without any pressure from bank product or pricing policies.
This “correlated triangle” model separates the global relationship, the niche expertise and the custody, in order to benefit from best-in-class advice, innovations, at the most optimized costs, while avoiding conflict of interest.
Our trusted partners
