In a complex and constantly changing world, where demanding financial markets and restrictive legal provisions make it difficult to manage your assets.
You want to rely on a strong, reliable and competent partner.
Thanks to our long experience in banking and finance, independent asset manager for more than a decade and active members of the Swiss Association of Asset Managers, we put all our expertise at your service.
|Member of Swiss Association of Asset Managers | SAAM|
Wealth management requires rigor, expertise, pragmatism and solid knowledge of the environment. Whether you are independent or salaried, active or retired person, we bring you our expertise in financial services and wealth management, including:
Depending on the diversity of your needs and expectations, we rely on an extended network of highly skilled professionals, who can assist you in areas as various as taxation, pensions, insurance, estate planning, or real estate.
From the flight plan, throughout your journey, we stand by your side. Depending on your investment profile and risk tolerance, we jointly develop an investment strategy, with a global vision. Establishing a personalized and efficient portfolio requires time, care and a vision.
We work on a contract basis, within the frame of an open architecture, seeking to protect your interest. Depending on how you wish to be involved in the management of your assets, we help you in:
If you wish, we can assist you in choosing the bank that best meets your needs.
We help you building comprehensive and consolidated solutions, incorporating all elements of wealth management.
The effectiveness of our work lies in the following:
Within the context of a trusted relationship, rooted in continuity and sustainability, we proceed by:
EOP & Associés SA,
Rue de la Caroline 1,
CH - 1003 Lausanne
Phone: +41 (21) 321.38.20