EGONON SA is an asset manager providing portfolio management mandates, AMC certificates and pension solutions for institutional and private clients. The firm emphasizes risk management, follows an investment process overseen by a technical-scientific committee and is authorised by FINMA.
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Responsible and transparent wealth management, with portfolio analysis, definition of the risk profile, estimation of the expected return and construction of the investment model.
AMC Certificates
Active investment certificates (AMC) linked to the Egonon strategy, available in CHF, EUR and USD, purchasable through a bank and based on a dedicated index.
Retirement Planning
Retirement solutions for a free-choice account (libre passage), third-pillar tied provision (3a) and occupational pension 1e, with customised investments and tax optimisation.
Institutional Clients
Advisory and wealth management for institutional investors, with strategic asset allocation, advanced risk models and tailor-made structured products.
Private Clients
Solutions for private clients with wealth management, actively managed certificates and support in wealth and retirement planning.
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