100
Discretionary Management
We manage. You stay focused.
We define your risk profile and long-term goals and manage the portfolio accordingly.
We define your risk profile and long-term goals and manage the portfolio accordingly.
For clients who prefer delegated management and long-term oversight.
Advisory Management
You decide. We advise. We design your strategy according your risk profile and provide clear recomendations.
For clients who want to stay involved and make informed decisions.
Execution Only
You decide. We execute. You manage your investments independently. We handle execution and banking relationship.
For clients who want full control without the administrative burden.
Three ways to work with us
Wealth Management
One philosophy. We adapt the level of involvement to your preferences. In all cases, our approach remains independent, transparent, and aligned with your long-term objectives.
EK Asset Management is a Zurich-based boutique serving private and corporate clients.
We begin with the client and a deep understanding of their situation. Every strategy is built around their goals, lifestyle, time horizon, and the scale of their capital.
We work selectively and engage only where we have strong conviction in the quality and sustainability of the outcome.
We begin with the client and a deep understanding of their situation. Every strategy is built around their goals, lifestyle, time horizon, and the scale of their capital.
We work selectively and engage only where we have strong conviction in the quality and sustainability of the outcome.
Not just a portfolio. A solution built around you.
Who we are
We seek to understand before we recommend.
01 — Understanding Before Advice
02 — Selectivity Over Scale
We work selectively and grow deliberately.
We build for decades, not quarters.
03 — Built for the Long Term
No hidden fees. No unnecessary complexity.
04 — Full Transparency
We are prepared to say no when it is in the client’s best interest.
05 — Honesty Before Business
Tailored Asset Management.
What we do
Three ways to work with us.
Discretionary Management
For clients who prefer delegated management and long-term oversight.
We manage. You stay focused.
We define your risk profile and long-term goals and manage the portfolio accordingly.
We define your risk profile and long-term goals and manage the portfolio accordingly.
Advisory Management
For clients who want to stay involved and make informed decisions.
You decide. We advise. We design your strategy according your risk profile and provide clear recomendations.
Execution Only
For clients who want full control without the administrative burden.
You decide. We execute. You manage your investments independently. We handle execution and banking relationship.
One philosophy. We adapt the level of involvement to your preferences. In all cases, our approach remains independent, transparent, and aligned with your long-term objectives.
Tailored Asset Management.
What we do
One philosophy. We adapt the level of involvement to your preferences. In all cases, our approach remains independent, transparent, and aligned with your long-term objectives.
Discretionary Management
We manage. You stay focused.
We define your risk profile and long-term goals and manage the portfolio accordingly.
We define your risk profile and long-term goals and manage the portfolio accordingly.
Advisory Management
You decide. We advise. We design your strategy according your risk profile and provide clear recomendations.
Execution Only
You decide. We execute. You manage your investments independently. We handle execution and banking relationship.
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
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.
your situation.
Get in touch
We will respond within one business day. All information is strictly confidential.
Discuss your situation
ceo@ek-am.ch
Get in touch
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