<\/polygon><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tACCOUNT MANAGENMENT \n\t\t\t\t\t\tYou 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.\t\t\t\t\t<\/p>\n
Regulatory Information on ERIYA AG<\/h6>\n 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.<\/p>\n
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TYPES OF MANDATES<\/h2>\n Eriya manages client assets within predefined investment principles, ensuring assets are securely held at the chosen custodian bank.<\/p>\n
\t\t\t\t<\/path><\/path><\/g><\/polygon><\/polygon><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tASSET MANAGEMENT MANDATE \n\t\t\t\t\t\tEriya manages client assets within predefined investment principles.\t\t\t\t\t<\/p>\n
\t\t\t\t<\/path><\/path><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tINVESTMENT ADVISORY MANDATE \n\t\t\t\t\t\tClients retain decision-making power while receiving expert advice from Eriya.\t\t\t\t\t<\/p>\n
\t\t\t\t<\/path><\/path><\/path><\/rect><\/rect><\/rect><\/rect><\/rect><\/rect><\/rect><\/rect><\/rect><\/rect><\/rect><\/path><\/path><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tSPECIAL MANDATES \n\t\t\t\t\t\tIncludes supervision of externally managed accounts, portfolio analysis, and manager selection.\t\t\t\t\t<\/p>\n
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ASSET MANAGEMENT MANDATE<\/h3>\n Eriya provides personalized strategies for managing the assets of private and institutional clients, ensuring their financial goals are met. Our asset management services include:<\/p>\n
\t\t\t\t<\/path><\/path><\/path><\/path><\/path><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tInvestment Plans \n\t\t\t\t\t\tTailored strategies based on client goals and risk tolerance.\t\t\t\t\t<\/p>\n
\t\t\t\t<\/path><\/path><\/rect><\/rect><\/path><\/path><\/rect><\/rect><\/rect><\/rect><\/rect><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tPortfolio Management \n\t\t\t\t\t\tActive management with regular reviews and adjustments. Efficient Investment Process. \t\t\t\t\t<\/p>\n
\t\t\t\t<\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tCustody and Safe Keeping \n\t\t\t\t\t\tSecurely held assets at reputable custodian banks.\t\t\t\t\t<\/p>\n
\t\t\t\t<\/path><\/path><\/path><\/path><\/path><\/path><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tRisk Management \n\t\t\t\t\t\tBased on your personal risk tolerance and risk capacity, we define the individual investment strategy.\t\t\t\t\t<\/p>\n
\t\t\t\t<\/path><\/path><\/path><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tAdvisory Services \n\t\t\t\t\t\tProfessional guidance and recommendations provided by our experts. \t\t\t\t\t<\/p>\n
\t\t\t\t<\/path><\/path><\/path><\/rect><\/rect><\/rect><\/rect><\/path><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tPerformance Monitoring \n\t\t\t\t\t\tDetailed reports and real-time data access.\t\t\t\t\t<\/p>\n
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INVESTMENT ADVISORY<\/h2>\n Eriya offers expert guidance to help clients make informed investment decisions, optimizing their portfolios for maximum returns.<\/p>\n
\t\t\t\t<\/path><\/rect><\/rect><\/path><\/path><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tPERSONALIZED ADVICE \n\t\t\t\t\t\tTailored recommendations based on client goals.\t\t\t\t\t<\/p>\n
\t\t\t\t<\/path><\/path><\/path><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tMARKET ANALYSIS \n\t\t\t\t\t\tIdentifying opportunities through in-depth research.\t\t\t\t\t<\/p>\n
\t\t\t\t<\/path><\/path><\/path><\/path><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tASSET ALLOCATION \n\t\t\t\t\t\tOptimal diversification and risk management.\t\t\t\t\t<\/p>\n
\t\t\t\t<\/path><\/path><\/rect><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tPORTFOLIO REVIEWS \n\t\t\t\t\t\tRegular assessments and adjustments.\t\t\t\t\t<\/p>\n
\t\t\t\t<\/path><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tTAX-EFFICIENT STRATEGIES \n\t\t\t\t\t\tMinimizing tax impact for better returns.\t\t\t\t\t<\/p>\n
\t\t\t\t<\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tEXCLUSIVE OPPORTUNITIES \n\t\t\t\t\t\tAccess to unique investments.\t\t\t\t\t<\/p>\n
\t\t\t\t<\/path><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tRISK MANAGEMENT \n\t\t\t\t\t\tComprehensive evaluation and mitigation of risks.\t\t\t\t\t<\/p>\n
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ADDITIONAL SERVICES<\/h2>\n Leveraging a strong network of national and international experts, we provide:<\/p>\n
\t\t\t\t<\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/path><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tEstate and Wealth Structuring \n\t\t\t\t\t\tEnsuring a smooth transition of wealth.\t\t\t\t\t<\/p>\n
\t\t\t\t<\/path><\/path><\/path><\/path><\/path><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tTax Planning \n\t\t\t\t\t\tStrategic advice to minimize tax liabilities.\t\t\t\t\t<\/p>\n
\t\t\t\t<\/path><\/path><\/rect><\/rect><\/path><\/path><\/path><\/path><\/g><\/g><\/svg>\t\t\t\t<\/p>\n\n\t\t\t\t\t\t\tDomicile Change to Switzerland \n\t\t\t\t\t\tFacilitating seamless relocation and residency.\t\t\t\t\t<\/p>\n
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