Discretionary Management
We conduct a deep analysis of each client's situation before making any recommendation. We ask the questions others don't.
FOR CLIENTS WHO WANT THEIR CAPITAL TO WORK — WITHOUT ONGOING INVOLVEMENT.
Tailored Wealth Solutions · Zurich
Investments tailored to you — not to the market
15+
Years
62
Banks
13
Jurisdictions
Who we are
Not just a portfolio. A solution built around you.
EK Asset Management is a Zurich-based boutique managing capital for private and corporate clients. We don't begin with the market. We begin with the individual — their lifestyle, objectives, time horizon, and scale of capital.
The outcome is not a standard portfolio, but a tailored investment solution, built from the ground up and structured to perform over decades. We accept only around 60% of the mandates we review.
P1 — Understanding comes first
We conduct a deep analysis of each client's situation before making any recommendation. We ask the questions others don't.
P2 — Selectivity over scale
We decline engagements where we lack conviction. A clear "no" is better than a compromised "yes."
P3 — Built for the long term
Every decision is evaluated against both immediate needs and long-term objectives. We build for decades, not quarters.
P4 — Full transparency
Fees, structures, and decisions are fully transparent. No hidden commissions. No unnecessary complexity.
How we work
Three ways to work with us. One tailored solution.
We structure our work around your level of involvement. In all cases, the approach remains the same: precise, tailored, and aligned with your objectives.
Advisory Management
We design the strategy and propose specific investments. Final decisions remain with you. Each recommendation is clearly explained — including rationale, risks, and alternatives.
FOR CLIENTS WHO WANT TO STAY INVOLVED AND MAKE INFORMED DECISIONS.
Execution Only
You manage your investments independently. We support everything else — banking relationships, compliance, and operations. You gain access to banks, structures, and pricing not available on a standalone basis.
FOR CLIENTS WHO WANT CONTROL WITHOUT THE ADMINISTRATIVE BURDEN.
Client situations
You may recognise your situation here.
All cases are anonymised composites. A full case library will be available with the complete website.
Advisory Management Portfolio
Eight years of losses
Eight years with a Swiss bank. Minimal or negative returns. Several funds closed. He came not for advice — but to understand whether it was still possible to trust anyone with his capital.
€15M · Swiss bank transition
Complex Case Multi-jurisdictional
Seven refusals
Seven EU countries had rejected the residency application. Assets were frozen. The conventional route was no longer available. We structured an alternative solution. Within 12 months, the client secured long-term residency, regained access to assets, and established a new financial structure.
7 EU countries · 10-year residency · 12 months
Discretionary Management Portfolio
Post-divorce capital
After the settlement, the capital was there — the strategy was not. She had prior experience investing through banks and independently, with losses to show for it. Her question was not "where to invest," but "how to stop relying on other people's decisions."
$5M · Income-focused portfolio
Get in touch
Tell us your situation.
There is no standard intake process. You describe your situation — we tell you honestly whether and how we can help. The first conversation is always without obligation.
Discuss your situation
We will respond within one business day. All information is strictly confidential.