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EGONON SA

Summary

About the company

EGONON SA provides wealth management and investment services to private and institutional clients, offering managed portfolios, AMC certificates and pension solutions. The firm emphasises capital protection and sustainable growth in its investment approach and supports portfolio construction and risk management.

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Offering

Products & services

Industry:Funds & Investment Companies

✓ Offered5

Wealth Management

Independent and transparent wealth management, building customised portfolios, analysing the risk profile, defining the expected return and monitoring the investment.

AMC Certificates

Actively managed investment certificates (AMC), access to the strategy with a moderate risk profile, instruments in CHF, EUR and USD issued by partner banks.

Retirement Planning

Retirement solutions for vested benefits, Pillar 3a and occupational pension 1e, with an investment strategy, tax advantages and optimisation of retirement savings.

Institutional Clientele

Services for institutional investors: strategic asset allocation, advanced risk models, advisory on risk management, dynamic rebalancing and custom structured products.

Tailor-Made Investment Advisory

Personalised advisory to analyse your wealth, financial and professional situation, define a coherent strategy based on objectives, time horizon and risk profile.

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EGONON SA

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EGONON SA

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