Process

• The Advisor (VWRP) advices the manager with trading recommendations

• The Manager (Everon) which is FINMA regulated, transmits these recommendations to the Issuer (Morgan Stanley) of the AMC

• The Issuer is trading accordingly and assure the AMC reflects the new positions and weights recommended by the Advisor

• The Investor on the other hand buys and holds the same instrument over a longer period of time without the need to engage in any further transaction for rebalancing 

Advantages

• Professional Management – Portfolio is actively managed by experts

• Flexibility – Allows investment in various asset classes (stocks, bonds, alternatives, etc.)

• Independance – No minimum holdings in specific asset classes required compared to e.g. EQ funds

• Transparency – Quarterly performance updates

• Cost-Efficiency – No recurring trading costs for the end client

• Liquidity – Daily liquidity to increase or decrease client position