Additional Services

Trust and Foundation
Should a client, due to follow-up regulations, wish to deposit his assets in a Trust or Foundation, EW Asset Management AG offers professional advisory services. As Zurich is home to a great variety of companies specialising in this field, we are happy to review preliminary offers of suitable banks, trust companies, and foundations.

We maintain excellent contacts to renowned trust companies in Zurich.

Family Office Services
We consolidate the clients accounts and portfolios from accounts held with several banks. The client can then monitor the development of his entire wealth at any time. Through this service we offer the client an efficient overview with analyses of his total assets. In addition, we provide consulting and administration services.

Portfolio Monitoring, Recommendations, and Opinions
We offer consulting services in all financial matters and provide expertise and advice concerning your assets. In personal meetings, recommendations are presented for review and optimised solutions are established jointly.

Seminars and Lectures in Financial Issues
Our strength is extensive knowledge and experience in financial markets and its products. We offer personalized courses at the appropriate level. This service comprises themes like the establishment of an efficient asset allocation of the various asset classes or the general knowledge of fundamental analysis of equities. Furthermore, we offer training sessions in all the relevant credentials concerning technical analysis (charts), starting from an introductory level up to advanced levels.