ERIYA OFFERING
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WHO WE ARE
Eriya AG was founded in 2023 to add value to clients fully independently by implementing our deep-rooted values of fairness, performance and honesty in wealth management.
OUR VALUES
We are committed to embodying these values in our daily work and to providing our clients with a comprehensive range of tailored financial services and solutions to meet individual needs.
At Eriya AG, we firmly believe that integrity, transparency, and reliability form the foundation of every successful collaboration.
VERMÖGENSVERWALTUNG ANGEBOT
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WHAT DEFINES US
Wir bei Eriya haben es uns zur Aufgabe gemacht, aussergewöhnliche Finanzdienstleistungen anzubieten, die auf die individuellen Bedürfnisse unserer Kunden zugeschnitten sind und deren finanzielles Wachstum und Sicherheit gewährleisten.
Mit einem erfahrenen Team von Fachleuten ist Eriya auf Vermögensverwaltung, Anlageberatung und umfassende Finanzplanung spezialisiert und bietet Spitzenleistungen in jedem Aspekt der Vermögensverwaltung.
Wir priorisieren die Ziele unserer Kunden und entwickeln massgeschneiderte Strategien, um ihnen zu finanziellem Erfolg zu verhelfen.
Eriya nutzt ein umfangreiches Netzwerk von Experten und bietet umfassende Dienstleistungen für alle Aspekte der Vermögensverwaltung.
YOUR PRIVATE WEALTH MANAGER
HOW IT WORKS
YOUR BANK
We maintain excellent working relations with several banks based in Switzerland. We help clients to find the ideal bank that fits their specific needs.
ACCOUNT MANAGENMENT
You appoint ERIYA AG to manage your assets held at the custodian bank based on a Limited Power of Attorney over the account. The Limited Power of Attorney enables ERIYA AG to effectively manage your assets but does not allow us for transfers of assets out of the account without your prior approval.
Regulatory Information on ERIYA AG
ERIYA AG operates as asset manager on a professional basis under a license issued by FINMA (Swiss Financial Market Supervisory Authority) to meet the highest legal requirements.
TYPES OF MANDATES
Eriya manages client assets within predefined investment principles, ensuring assets are securely held at the chosen custodian bank.
ASSET MANAGEMENT MANDATE
Eriya manages client assets within predefined investment principles.
INVESTMENT ADVISORY MANDATE
Clients retain decision-making power while receiving expert advice from Eriya.
SPECIAL MANDATES
Includes supervision of externally managed accounts, portfolio analysis, and manager selection.
ASSET MANAGEMENT MANDATE
Eriya provides personalized strategies for managing the assets of private and institutional clients, ensuring their financial goals are met. Our asset management services include:
Investment Plans
Tailored strategies based on client goals and risk tolerance.
Portfolio Management
Active management with regular reviews and adjustments. Efficient Investment Process.
Custody and Safe Keeping
Securely held assets at reputable custodian banks.
Risk Management
Based on your personal risk tolerance and risk capacity, we define the individual investment strategy.
Advisory Services
Professional guidance and recommendations provided by our experts.
Performance Monitoring
Detailed reports and real-time data access.
INVESTMENT ADVISORY
Eriya offers expert guidance to help clients make informed investment decisions, optimizing their portfolios for maximum returns.
PERSONALIZED ADVICE
Tailored recommendations based on client goals.
MARKET ANALYSIS
Identifying opportunities through in-depth research.
ASSET ALLOCATION
Optimal diversification and risk management.
PORTFOLIO REVIEWS
Regular assessments and adjustments.
TAX-EFFICIENT STRATEGIES
Minimizing tax impact for better returns.
EXCLUSIVE OPPORTUNITIES
Access to unique investments.
RISK MANAGEMENT
Comprehensive evaluation and mitigation of risks.
ADDITIONAL SERVICES
Leveraging a strong network of national and international experts, we provide:
Estate and Wealth Structuring
Ensuring a smooth transition of wealth.
Tax Planning
Strategic advice to minimize tax liabilities.
Domicile Change to Switzerland
Facilitating seamless relocation and residency.
Real Estate
Support you in buying or selling your home including finding you the best conditions for financing.
Corporate Services
Through our robust partnerships, we assist in the formation and administration of companies or other structures in multiple jurisdictions.
Pension Analysis and Insurance checks
for individuals or companies.
COSTS ARE KEY
The impact of costs on assets
with an annual return of 5.00%
