Everon AG

💡 𝗘𝘀 𝗶𝘀𝘁 𝘀𝗼𝘄𝗲𝗶𝘁: 𝗜𝗰𝗵 𝗵𝗮𝗯𝗲 𝗷𝗲𝘁𝘇𝘁 𝗮𝘂𝗰𝗵 𝗲𝗶𝗻𝗲𝗻 𝗣𝗼𝗱𝗰𝗮𝘀𝘁!🎙️ Weil... warum nicht?! 😎 Bei 𝙙𝙚𝙧𝙛𝙞𝙣𝙖𝙣𝙯𝙥𝙡𝙖𝙣𝙚𝙧 reden wir über das, worüber eigentlich viel öfter gesprochen werden sollte: Geld, Vorsorge und kluge Investments – und das alles mit Humor! Denn ein bisschen Spass muss sein, auch bei Finanzen. 🎉 In der ersten Folge habe ich Brice Zanetti, Co-Founder von Everon AG, zu Gast. Er gibt exklusive Einblicke in den Aufbau eines erfolgreichen Startups und erklärt, wie du dein Vorsorgevermögen optimal gestaltest. Natürlich werde ich ihn auch ein bisschen verbal kitzeln. 😜 👉 𝗖𝗵𝗲𝗰𝗸 𝗶𝘁 𝗼𝘂𝘁 𝘂𝗻𝗱 𝗹𝗮𝗰𝗵 𝗺𝗶𝘁: 𝗦𝗽𝗼𝘁𝗶𝗳𝘆: https://lnkd.in/dEQX6Y_4 𝗬𝗼𝘂𝗧𝘂𝗯𝗲: https://lnkd.in/eaaAGkr6 📢 Vergiss nicht, den Kanal zu abonnieren, zu liken und weiterzuempfehlen!

🌄 Team Building at Tegernsee! 🌲 Recently, the Everon team had an incredible offsite retreat at beautiful Tegernsee! We hiked through stunning landscapes and engaged in workshops aimed at strengthening our team dynamics and goals. These experiences allowed us to bond in a breathtaking setting, reinforcing our teamwork and boosting our collective energy. 

Last week, we had an incredible time at our Party! 🎉 Although we originally planned for a rooftop celebration, the weather had other plans 🌧️ – but that didn’t stop us from having a blast indoors at our cozy office! 🏢 A huge thank you to everyone who joined us 🙌 – it was amazing connecting, sharing ideas, and enjoying great company.

Check out the latest interview with our CEO, Florian Rümmelein! 🚀

Check out our newest Market Update! 📈 Despite global uncertainties, the report highlights promising growth in emerging markets and the tech sector. It also explores how shifting policies are creating new investment opportunities. Stay informed 💡 https://lnkd.in/e2byUdn3

🔎 Curious about the typical tasks of a financial advisor? Whether you're exploring the profession or considering a change, understanding the role is key. Our latest blogpost outlines the essential responsibilities and how advisors bring value to clients. Read more 👉 https://lnkd.in/ejmVC7ka

It was a great pleasure to participate in the panel discussion titled "The NextGen Managers: New Opportunities, New Roles, New Tools, New Practices..." at the #EAMDay2024, organized by SPHERE Swiss Financial Arena at Baur au Lac. Joined by Karin Brogle (Bellecapital) and Stefan Buck (adaptivv), and moderated by Tonia Zimmermann (UMushroom), we explored the evolving needs of different client generations in wealth management. 💡 Our discussion highlighted that while social and emotional needs related to wealth management remain vital across all generations, younger clients clearly tend to expect cutting-edge technology, more tailored reporting and strong performance. 📈 At Everon AG, we fully embrace these trends by integrating them into our end-to-end wealth management platform, crafted specifically for financial intermediaries. Our state-of-the-art technology handles the operational, administrative and regulatory complexities, allowing intermediaries to focus on their true passion and where they can add a lot of value: Relationship Management. #Finance #Fintech #NextGen #WealthManagement #Innovation #PanelDiscussion #Networking #SwissFinance

In today’s competitive landscape, mastering customer acquisition is essential for financial advisors to attract clients. Whether you're seasoned or new, understanding effective strategies to engage potential clients is crucial. Check out our latest blog for insights on building trust, leveraging technology, and tailoring your outreach to meet today’s client needs. 👇 https://lnkd.in/eq3StFsv

💡 Maximizing Your Investments by Saving Taxes in Switzerland 💡 Did you know that optimizing your investment strategy can lead to significant tax savings in Switzerland? By carefully selecting tax-efficient investment choices and understanding the nuances of Swiss tax laws, you can enhance your returns and grow your wealth more effectively.  https://lnkd.in/eP8rbrMF

💻 Starting a new business can be overwhelming, even for experienced financial advisors. Having the right tools and technologies is crucial for efficient operations. Check out our latest blog post where we discuss the essential tools for financial advisors: from custodians and portfolio management software to CRM systems and compliance solutions, these tools enhance client service and optimize processes. Read more now! 👉 https://lnkd.in/eAVYajDn