Personalized asset management

Eriya offers personalized asset management strategies for private clients that are tailored precisely to their individual needs, risk profiles, and long-term objectives. Our approach is holistic and based on a deep understanding of your financial situation, market opportunities, and changing conditions. We place particular emphasis on transparency, independence, and ongoing support in order to develop your assets positively, sustainably, and efficiently.

Personalized asset management

Our offer at a glance

Our asset management services go far beyond traditional approaches, combining active portfolio management with state-of-the-art analysis tools, flexible structuring options, and tailor-made product selection. Whether you focus on capital preservation, growth, or generating income, we will develop a solution that suits your current situation and leaves room for future developments. With Eriya, you benefit from an experienced team of experts who provide you with personal support and continuously monitor and optimize your investment strategy.

PORTFOLIO MANDATE

We create customized investment plans that are tailored precisely to your financial goals and personal risk tolerance. This gives you a structured, long-term strategy for sustainable asset growth. We focus on tailor-made solutions, transparency, and independent advice. Our goal is to protect your assets securely and grow them in a targeted manner.

PORTFOLIO MANAGEMENT

Our experts actively manage your portfolio and continuously adapt it to market changes and your individual needs. The aim is to achieve an efficient and dynamic investment process that is geared towards continuous optimization. This ensures that your investment strategy remains up to date, flexible, and effective at all times. Put your trust in active management that identifies opportunities and exploits them in a targeted manner.

FREE CHOICE OF CUSTODIAN BANK

We help our clients find the ideal custodian bank that meets their individual needs and preferences. You enjoy complete freedom of choice and remain independent of specific institutions. Your assets are held securely at established national or internationally recognized banks. This means you benefit from a high level of security, transparency, and legal stability, while we take care of optimal management.

RISK MANAGEMENT

We define your investment strategy based on a thorough analysis of your risk tolerance and risk capacity. This ensures that your investments are in line with your personal profile and goals. We take into account both your individual wishes and current market conditions. The result is a tailor-made strategy that optimally combines security and opportunities.

CONSULTING SERVICES

Our experts are on hand to provide you with sound advice and develop tailor-made solutions for your financial needs. Our recommendations are based on current market analyses and a deep understanding of your personal goals. This gives you a clear basis for making decisions about your investments. Our aim is to provide you with competent and forward-looking support.

PERFORMANCE MONITORING

You receive regular transparent reports and access to detailed performance data in real time. This allows you to maintain full control over the performance of your investments at all times. In addition, we are always available for personal evaluations and queries. Our goal is to offer you maximum transparency and security for your investments.