Asset Management
Ebco is FINMA-authorised as an asset manager, SEC-registered as an investment adviser, and authorised to serve UK professional clients under the CH-UK Mutual Recognition Agreement. We manage discretionary and advisory mandates for private clients and families, with a focus on cost-efficient, conflict-free portfolio construction. Independent advice, free of product conflicts.
We are affiliated with the Swiss Association of Asset Managers (ASG) and offer discretionary management, investment advisory and execution-only services to both Swiss and international clients. Mandates are structured around each client’s risk profile, investment objectives and regulatory requirements.
For information on the risks associated with financial instruments, please refer to the Swiss Bankers Association’s brochure: Risks in the Trading of Financial Instruments.
Our practices
- Portfolio Construction and Investment Strategy: We build portfolios around each client's objectives, risk tolerance and time horizon, drawing on a broad universe of asset classes without constraint from proprietary products.
- Discretionary and Advisory Mandates: Clients may delegate full investment discretion to Ebco or retain decision-making authority under an advisory arrangement. Both models are supported by regular reporting and portfolio review.
- Risk Management: Portfolio exposures are monitored continuously, with scenario analysis and stress-testing applied to assess resilience across market conditions.
- Multi-Custodian and Cross-Border Execution: We work across multiple custodian banks and execution platforms, allowing clients to maintain existing banking relationships while benefiting from independent oversight.
- Estate and Succession Coordination: Where clients hold assets through trust or estate structures, we coordinate with the trust administration team to ensure investment strategy is aligned with succession objectives and distributable income requirements.
