Frequently asked questions
General information
Egonon is a wealth management firm with over 15 years of experience in protecting and growing client capital. Our approach is grounded in a rigorous methodology and active risk management.
Our services are designed for private investors, professionals, entrepreneurs, and institutional clients seeking tailored wealth management and a solid, transparent investment strategy.
A traditional bank offers general financial services and standardized products, whereas a wealth manager designs personalized investment strategies based on the client's goals. Wealth managers focus on active portfolio management and capital protection, with no conflicts of interest tied to the sale of in-house products.
Yes, EGONON is authorized by FINMA (Swiss Financial Market Supervisory Authority) and supervised by OSFIN (Organisation de surveillance financière). This ensures that we operate in full compliance with Swiss regulations, providing our clients with the highest standards of security and transparency in wealth management.
Investments & Strategy
We don’t set a fixed investment threshold — strategies are built around each client’s goals. Reach out for a complimentary consultation to explore the best approach for your needs.
No single investment strategy suits everyone. The optimal choice depends on the investor’s objectives, timeline, and risk tolerance. Egonon develops tailored strategies using data-driven analysis and a disciplined risk management approach.
Returns depend directly on the level of risk assumed. The greater the risk, the higher the potential return—and the higher the potential volatility. Egonon builds fully customized strategies, aligning growth potential and capital preservation with the client's objectives and risk tolerance. Our focus is on delivering sustainable, long-term portfolio performance with uncompromising risk discipline.
Egonon employs a diversified mix of assets, including equities and fixed income for growth and capital preservation, as well as commodities and interest rate tools for risk mitigation. We also consider selective crypto exposure, particularly in Bitcoin. Thematic ETFs in forward-looking sectors—like cybersecurity, energy, carbon markets, cloud infrastructure, robotics, digital health, and AI—are used to position portfolios in line with long-term structural trends.
Security and trasparency
No, because your capital is not held directly by Egonon—it remains safely deposited with a secure and regulated custodian bank. Even in the event of an issue with the wealth manager, your funds stay protected and fully under your control.
Egonon partners solely with reputable, regulated banks, ensuring full transparency and capital safety for our clients. For details on our custodian institutions, please get in touch with us directly.
Egonon operates under a discretionary mandate limited to investment decisions as outlined in the contract. We have no authority to withdraw or move your funds without explicit consent, preserving your full ownership and control.
Every investment carries a certain degree of risk, linked to market volatility, interest rates, and global economic factors. Egonon follows a structured approach to minimize risk exposure and protect capital, tailoring strategies to each client’s specific needs.
Flexibility and withdrawals
Yes, Egonon offers flexible investment solutions. Your capital remains fully available at the custodian bank and can be withdrawn at any time, with no lock-in periods or penalties.
No, Egonon does not charge any penalties for exiting an investment. However, certain underlying financial instruments—such as specific funds or bonds—may involve transaction fees. We always provide full transparency before any operation.
Yes, our management approach is dynamic and flexible. If your needs or risk profile change, we can review and update your strategy at no additional cost, ensuring your portfolio always aligns with your goals.
Egonon portfolios are built with a flexible approach, investing exclusively in liquid instruments that can be quickly redeemed. If needed, your capital can be made available within a few business days, ensuring fast and hassle-free access to your funds.