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Capital management begins long before the first investment. We structure how we work with each client individually — based on the nature of their assets, their involvement preferences, and the complexity of their situation.
How we work
with your capital
Wealth Management
After a divorce, the client received roughly $5M in capital with no system to manage it.
Post-divorce capital
Discretionary Management
Portfolio
After a divorce, the client received roughly $5M in capital with no system to manage it.
Post-divorce capital
Discretionary Management
Portfolio
A client with ~€15M had suffered a 20% market drawdown and lost confidence in the investment process.
Transparent governance
Discretionary Management
Portfolio
A client with ~€15M had suffered a 20% market drawdown and lost confidence in the investment process.
Transparent governance
Discretionary Management
Portfolio
A UK family wanted to build capital for a newborn, ready by the time the child comes of age.
Child’s future
Discretionary Management
Portfolio
A UK family wanted to build capital for a newborn, ready by the time the child comes of age.
Child’s future
Discretionary Management
Portfolio
After retiring, a client with ~CHF 12M wanted to turn his savings into a stable income.
Pension capital
Discretionary Management
Portfolio
After retiring, a client with ~CHF 12M wanted to turn his savings into a stable income.
Pension capital
Discretionary Management
Portfolio
A family of about 30 years wanted to accumulate capital so they could retire at 55 without losing their standard of living.
Early Independence
Discretionary Management
Portfolio
A family of about 30 years wanted to accumulate capital so they could retire at 55 without losing their standard of living.
Early Independence
Discretionary Management
Portfolio
A client with ~€50M across five Swiss banks had no coordination and no real service.
One control system
Discretionary Management
Portfolio
A client with ~€50M across five Swiss banks had no coordination and no real service.
One control system
Discretionary Management
Portfolio
There is no standard intake process. You describe your situation — we tell you honestly whether and how we can help. The first conversation is always without obligation.
Tell us
your situation.
Get in touch
We will respond within one business day. All information is strictly confidential.

Discuss your situation
ceo@ek-am.ch
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This website is for informational purposes only and does not constitute investment advice or an offer to provide investment services. Past performance is not indicative of future results.
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EK Asset Management AG
Zurich, Switzerland

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We will respond within one business day. All information is strictly confidential.
Discuss your situation