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DirectoryFinance & InsuranceExternal Asset ManagementLausanneEOP & Associés SA, Lausanne
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EOP & Associés SA, Lausanne

Summary

About the company

EOP & Associés SA, Lausanne provides wealth management and asset management services for private and institutional clients. Its services include discretionary portfolio management, advisory mandates, cost and performance monitoring, open-architecture solutions and coordination with external specialists; the firm holds a FINMA licence and is a member of the Swiss Association of Wealth Managers.

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Wealth management
Discretionary wealth management or under active supervision, cost analysis and tracking, provider comparison, open architecture, comprehensive wealth planning.
Comprehensive wealth advisory
Comprehensive wealth advisory and consolidated solutions integrating taxation, pension planning, insurance, inheritance and real estate, with a network of external specialists.
Independent asset manager mandate
Mandate for an independent asset manager with a personalized investment strategy, monitoring of outsourced bank portfolios, advice and a complete discretionary mandate.

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Location

Rue Caroline 1
1003 Lausanne

At a glance

Legal form
Corporation
UID
CHE-114.488.594
Founded
2008 · 18 years
Last commercial register change
January 26, 2026
Employees
1 to 10

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