Customized investment solutions

Eriya offers tailor-made investment solutions with a free choice from a wide range of national and international issuers. Our clients benefit from personalised support, optimised strategies throughout the entire term and transparent, competitive fees. Our services are aimed at asset managers, family offices, independent asset managers, banks, and professional investors who are looking for comprehensive access to investment services from a single source.

Customized wealth management solutions

Eriya offers tailor-made investment solutions with a free choice from a wide range of national and international issuers. Our clients benefit from personalised support, optimised strategies throughout the entire term and transparent, competitive fees. Our services are aimed at asset managers, family offices, independent asset managers, banks, and professional investors who are looking for comprehensive access to investment services from a single source.

Our offer at a glance

A key element of our service is personal support from an experienced team of experts who are there to assist you throughout the entire investment process. We work with you to develop optimized strategies and proactively support you throughout the entire term of your investments—from product selection to ongoing portfolio monitoring and, if necessary, restructuring. Our goal is to create long-term added value for you – both in terms of performance and transparency.

We place great importance on fair, understandable, and competitive fee structures with no hidden costs. Our clients always know what they are paying for and benefit from an attractive price-performance ratio combined with high service quality. Eriya stands for independence, clarity, and responsibility in professional collaboration.

BROAD UNIVERSE

Our clients benefit from a free choice from a comprehensive range of national and international issuers. This allows for maximum flexibility and targeted diversification of investment strategies. Thanks to our open architecture approach, tailor-made solutions can be implemented independently of the provider. This gives us access to a wide range of innovative product structures that can be individually adapted to market sentiment and risk profiles.

BEST EXECUTION

We guarantee best execution for all transactions – regardless of market, product, or issuer. In addition to price, speed, and execution quality, we also take all relevant regulatory requirements into account. Our goal is to achieve the best possible conditions for every order in accordance with legal requirements. This ensures that you can operate efficiently, compliantly, and competitively in the market at all times.

LIFECYCLE MANAGEMENT

Our customized monitoring solutions enable continuous monitoring of your products and portfolios throughout their entire term. Relevant market movements or strategy changes are identified at an early stage and presented transparently. This allows opportunities to be exploited in a targeted manner and risks to be managed effectively. This creates security and room for maneuver—at all times and throughout the entire investment cycle.

INVESTMENT IDEAS

We develop structured investment solutions that are precisely tailored to your individual risk and return profile. In doing so, we take into account both your market return expectations and your security needs. Whether capital preservation, regular income, or participation in price developments—we design products that specifically support your goals. Flexible structuring allows opportunities to be exploited and risks to be actively managed. The result is a tailor-made portfolio that adapts dynamically to your needs.

PERSONAL SERVICE

A small, specialized team of experts provides you with individualized, ongoing support. You benefit from personal proximity and short decision-making processes. Direct communication fosters close and reliable cooperation based on trust, professional competence, and a deep understanding of your requirements. This ensures that your concerns remain our focus at all times.

HONEST TERMS AND CONDITIONS

Our fee structure is clear, transparent, and easy to understand. We value fairness and openness—there are no hidden costs with us. You only pay for the services you actually use. This allows us to create full cost transparency and avoid unnecessary charges. Our claim: honest terms and conditions that are unmatched in the market.

For over 15 years, we have been committed to providing professional support to investment managers, banks, and independent asset managers by giving them access to leading partners in the areas of investment services, execution trading, and alternative investment solutions. 
CONTACT PERSON

Roger Hengartner

 

Managing Partner / Relationship
Management

+41 43 544 11 90
roger.hengartner@eriya.ch