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DirectoryFinance & InsuranceExternal Asset ManagementZurichEVT Financial Advisors AG
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EVT Financial Advisors AG

Summary

About the company

EVT Financial Advisors AG provides independent wealth management and investment advisory services to US, Swiss and international clients. The firm offers proprietary investment strategies, discretionary portfolio management and guidance on cross-border tax, regulatory and legal considerations, and is regulated by FINMA and registered as an investment adviser in the United States.

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External Asset Management
✓ Offered2
Wealth management
Independent wealth management for US, Swiss and international clients; tailored investment strategies, ongoing portfolio management and consideration of tax, regulatory and legal framework conditions.
Investment advisory
Independent investment advisory for international clients; individual recommendations, a transparent cost structure and taking into account risks, tax implications and cross-border requirements.

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Location

Stockerstrasse 43
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-116.037.653
Founded
2010 · 16 years
Last commercial register change
August 7, 2023
Employees
1 to 10

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