Swiss Wealth Partners
Ethics, Values, Trust – Independent Financial Advisory for U.S. citizens, Swiss, and international clients
About Us
EVT Financial Advisors AG specializes in supporting U.S. citizens, Swiss, and international clients with their international investments. We see ourselves as a leading provider of independent and customized asset management and investment advice for the individual needs of our clients.
A clear understanding of the tax, regulatory, and legal framework of cross-border investment management is essential when providing global private wealth services. These essential factors inform our global strategies. At EVT Financial Advisors AG, we ensure that our customers receive optimal support in this respect as well.
Founded In
Licensed by FINMA since 2023
Licensed by SEC since 2010
Our Philosophy
We believe that successful wealth management begins with a understanding of each client’s values and goals. Our investment strategies focus on sustainable growth and the preservation of wealth over generations.
Our corporate philosophy, which is also reflected in our name; ethics, values and trust is something we live every day towards everyone we meet.
Ethics
01
Ethics for us means that we make all investment decisions independently of any conflicts of interest. We inform our clients about existing risks and are fully transparent in our cost structure.
Values
02
We live our values and test them by constantly analyzing all relevant indicators required for the investment of assets. The independent implementation of the available investment instruments supports this promise.
Trust
03
Trust is a long-term relationship between the client and the advisor. We take the time to identify our clients’ needs and goals and see ourselves primarily as a partner to our clients. We attach great importance to holistic support through all phases of the life cycle. At EVT Financial Advisors AG, we are able to utilize the knowledge and resources of our strategic partners and other professional advisors to meet the specific needs of our clients.
Our Investment Strategies
EVT Financial Advisors AG discretionary management services are provided through proprietary investment strategies. Each client must select one of EVT’s proprietary strategies for his or her account.
Meet our Team
Our team of seasoned professionals combines decades of experience in wealth management with a commitment to personalized service.
Stefan Hug
CEO, Asset Manager, Partner
Georg Marti
CFO, Asset Manager, Partner
Dino Presta
CCO, Asset Manager, Partner
Fabio Tumino
CO, Business Manager
Contact Us
Office
EVT Financial Advisors AG
Stockerstrasse 43
8002 Zürich
Schweiz
Why Choose Us
Ethics, values, and trust guide our actions – we make independent decisions, communicate our values through constant analysis, and ensure transparency along with a long-term, reliable partnership.
Choosing the right financial partner is crucial.
Client-Centered Focus
Your needs come first. Our personalized approach ensures your financial strategy is aligned with your life goals and adaptable to changing circumstances.
Comprehensive Expertise
We possess in-depth knowledge of regulatory requirements, tax implications, and global market trends to offer our U.S., Swiss, and international clients well-informed strategies.
Objective Advice
Our independence is your advantage. By not accepting commissions from third parties, we provide truly unbiased advice that’s in your best interest.
High Standards
We uphold the highest quality and service standards, achieved through our market knowledge and professional dedication.
Global Perspective, Tailored Solutions
We understand the challenges and opportunities of international wealth management and offer strategies to preserve and grow your wealth across borders.
Regulatory Compliance
We take pride in being overseen by leading regulatory authorities, ensuring that we operate with trust and transparency in the financial world:
Swiss Financial Market Supervisory Authority (FINMA) – Authorized and regulated in Switzerland
AOOS (Supervisory Organization under the Financial Market Supervision Act FINMAG) – Member of an accredited supervisory organization
Securities and Exchange Commission (SEC) – Regulated in the U.S. as a Registered Investment Advisor (RIA) under the Investment Advisor Act
of 1940
With dual regulatory oversight in both Switzerland and the U.S., we offer compliant, secure, and sustainable investment services to our clients from the U.S., Switzerland, and international markets. This comprehensive regulation ensures that we meet the highest international standards, providing our clients with confidence and security.
For more information, see:
FIDLEG Customer Information:
Our current Client Relationship Summary (Form CRS) can be found here:
Our current ADV 2A brochure is available on the SEC website:
Ready to Secure Your Financial Future?
Let’s start a conversation and explore how our personalized wealth management solutions can help you achieve long-term success.