Services
Cases
About
We don't build generic portfolios. We design investment solutions precisely aligned with your lifestyle, objectives, and scale of capital — and built to perform over the long term.
Years of Expertise
Partner Banks
Jurisdictions
Investments tailored to you —
not to the market
not to the market
15+
Tailored Wealth Solutions · Zurich
62
13
We conduct a deep analysis of each client’s situation before making any recommendation. We ask the questions others don’t.
P1 — Understanding comes first
P2 — Selectivity over scale
We decline engagements where we lack conviction. A clear "no" is better than a compromised "yes."
Every decision is evaluated against both immediate needs and long-term objectives. We build for decades, not quarters.
Fees, structures, and decisions are fully transparent. No hidden commissions. No unnecessary complexity.
P3 — Built for the long term
P4 — Full transparency
EK Asset Management is a Zurich-based boutique managing capital for private and corporate clients.
We don’t begin with the market. We begin with the individual — their lifestyle, objectives, time horizon, and scale of capital.
The outcome is not a standard portfolio, but a tailored investment solution, built from the ground up and structured to perform over decades. We accept only around 60% of the mandates we review. The rest we decline — because we work only where we have strong conviction in the outcome.
We don’t begin with the market. We begin with the individual — their lifestyle, objectives, time horizon, and scale of capital.
The outcome is not a standard portfolio, but a tailored investment solution, built from the ground up and structured to perform over decades. We accept only around 60% of the mandates we review. The rest we decline — because we work only where we have strong conviction in the outcome.
Not just a portfolio.
A solution built
around you.
Who we are
Three ways to work
with us. One tailored
solution.
with us. One tailored
solution.
How we work
Discretionary Management
For clients who want their capital to work — without ongoing involvement.
We conduct a deep analysis of each client’s situation before making any recommendation. We ask the questions others don’t.
Advisory Management
For clients who want to stay involved and make informed decisions.
We design the strategy and propose specific investments. Final decisions remain with you. Each recommendation is clearly explained — including rationale, risks, and alternatives.
Execution Only
For clients who want control without the administrative burden.
You manage your investments independently. We support everything else — banking relationships, compliance, and operations. You gain access to banks, structures, and pricing not available on a standalone basis.
We structure our work around your level of involvement. In all cases, the approach remains the same: precise, tailored, and aligned with your objectives.
Three ways to work
with us. One tailored
solution.
with us. One tailored
solution.
How we work
We structure our work around your level of involvement. In all cases, the approach remains the same: precise, tailored, and aligned with your objectives.
Discretionary Management
For clients who want their capital to work — without ongoing involvement.
We conduct a deep analysis of each client’s situation before making any recommendation. We ask the questions others don’t.
Advisory Management
For clients who want to stay involved and make informed decisions.
We design the strategy and propose specific investments. Final decisions remain with you. Each recommendation is clearly explained — including rationale, risks, and alternatives.
Execution Only
For clients who want control without the administrative burden.
You manage your investments independently. We support everything else — banking relationships, compliance, and operations. You gain access to banks, structures, and pricing not available on a standalone basis.
All cases are anonymised composites. A full case library will be available with the complete website.
You may recognise
your situation here.
your situation here.
Client situations
After the settlement, the capital was there — the strategy was not. She had prior experience investing through banks and independently, with losses to show for it. Her question was not "where to invest," but "how to stop relying on other people’s decisions."
Post-divorce capital
$5M · Income-focused portfolio
Discretionary Management
Portfolio
Eight years with a Swiss bank. Minimal or negative returns. Several funds closed. He came not for advice — but to understand whether it was still possible to trust anyone with his capital.
Eight years of losses
€15M · Swiss bank transition
Advisory Management
Portfolio
Seven EU countries had rejected the residency application. Assets were frozen. The conventional route was no longer available. We structured an alternative solution. Within 12 months, the client secured long-term residency, regained access to assets, and established a new financial structure.
Seven refusals
7 EU countries · 10-year residency · 12 months
Complex Case
Multi-jurisdictional