Services

Eagle Wealth Management Ltd. is an independent wealth management company based in Zürich, Switzerland. It was founded in 2004 by two partners with many years of private banking experience, serving mainly international clients. More than 50 years’ joint experience as private bankers have given us sound experience in interpreting market cycles and made us actually aware of the risks involved.

Client Service & Protection By Swiss Regulation

"The Relationship Triangle"

Contact for the bank‘s services; a client can contact the bank directly but normally does so via EWM (bank/client sign bank’s limited power or attorney for EWM to manage the portfolio (no transfers allowed)

Custodian Bank

Client

Agreement between Custodian Bank & EWM

Discretionary Management Mandate (EWM/client sign EWM’s limited power of attorney to manage the portfolio (no transfers allowed))