Investment, tailor-made.
Access a Swiss wealth manager. With comprehensive wealth management support for a strategy aligned with your goals.
Three parameters,one faithful allocation.
Your strategy rests on three pillars: your profile, your financial goal and your investment values. Combined, they create an allocation that is genuinely true to who you are.
Your profile
Your horizon and your risk tolerance.
Your financial goal
Growth, income or preservation.
Your values
Global, Swiss Focus or Sustainable.
RidgeRockYour investment strategy
An allocation built for you, followed over time.
Complete management,focused on you.
Reinvent your financial support.
- Your performances, live.
- A follow-up, 100% transparent.
- A consultant, listening to you.
Parameters to shape a strategy that matches you.
Your investment strategy*
Your goals
Multifactor
Growth-oriented direct investments & active selection.
Income
Direct investments aimed at preserving value to optimize dividends.
Smart Global Markets
ETFs and funds. Growth-oriented strategy & passive management.
Your values
Global
Focus Switzerland
Sustainable
Framed like a bank, beside you like a partner.
Regulated by FINMA
We are subject to the same rules as banks and supervised by the Swiss financial market authority.
Your assets at major custodians
We open your account at UBS or another major bank, in our offices. Your money stays in your name, at the custodian.
A 10-year track record
A strategy proven over more than ten years, through rising and falling markets alike.
Performance history · Everon Income CH 100
Outperformance in rising markets, protection in falling ones.
Cumulative performance 2018 → 2025
+118.9%
100 CHF invested end of 2017 is worth 218.89 CHF end of 2025.
À noter. This performance illustrates the Everon Income CH 100 strategy (100% Swiss equities). Your actual allocation is tailored to your risk profile and horizon.
Past performance does not guarantee future results. All investment carries risk, including the partial or total loss of the capital invested.
Source: Everon; SIX Group; Pictet Asset Management.
An ecosystem centred on you.
Your assets stay in a recognised custodian bank, in your name. Everon executes and tracks them in its app. RidgeRock advises you and coordinates it all.
Management
Management platform
Custody
Custodian bank
Advice
RidgeRock
At the centre
You
Management
Management platform
Custody
Custodian bank
Advice
RidgeRock
At the centre
You
My wealth
App
Real-time tracking · Performance · Allocation
in your name
regular follow-up
You choose clearly, we execute.
In your name
Your securities are registered in your name at the custodian bank.
Regulated in Switzerland
Everon is supervised by FINMA. RidgeRock is registered with ARIF.
Flexible
You can adjust or end the mandate at any time. Your banking relationship stays in place.
Opportunities for all your situations.
Available for you, anywhere.
What they say our clients.
5.0Google Reviews
3 reviews
Excellent experience with RidgeRock, I greatly appreciated the availability of the teams and the time that was given to me. Moreover, their wise advice effectively guided me in my projects. I highly recommend!
66 reviews
RidgeRock is different from any other financial service I’ve dealt with. Their team is approachable, down-to-earth, and always honest. They took the time to explain every step of my mortgage in a way that made sense, and I never felt rushed or pressured, just supported.
4 reviews
Arriving in Switzerland is not always simple, but thanks to the support of Antoine Ducroux, everything has become clear and smooth. His professionalism, responsiveness, and listening ability are remarkable. Beyond the administrative and financial aspects, it is a true human experience: Antoine takes the time to understand, explain, and guide at every step. It's rare to find such a level of commitment and seriousness. I recommend without the slightest hesitation!
1 review
A great experience with Ridgerock! Thanks to Arthur for being available, clear in his explanations, and especially for the very good advice. I recommend without hesitation!
4 reviews
Delighted with the advice and information received from Valentin and Antoine. Everything was explained so well. I have a very good understanding of the procedures to follow in Switzerland and my support as a freelancer. I will recommend.
10 reviews
A professional and attentive team that offers high-quality strategic advice. I highly recommend
11 reviews
I am very satisfied with the support received from RidgeRock Partners. The team is young, motivated, and dedicated, and this is reflected in the quality of the service. Thanks to Valentin, who took the time to understand my profile and was able to offer me the best savings solutions tailored to my needs. Serious, available, and professional: I highly recommend using their advice!
1 review
Serious team attentive to financial needs. Very good advice and investments. I recommend.
41 reviews
I recommend RidgeRock Partners for their proven skills, sound advice, and flexibility.
A clear action plan for the next 20 years.
The audit answers all your questions. If you decide to continue with us, your wealth planning maps out the next 20 years, and we put it into action together, toward your goals.
Past performance does not guarantee future results. All investment carries risk, including the partial or total loss of the capital invested. RidgeRock Partners Sàrl does not provide tax or legal advice.
Trusted partners.
Your assets stay in your name, with leading custodians. We advise, you keep control.
Custodian banks
They hold your money, in your name. It stays intact and available, even if RidgeRock disappears.
Fund managers
The global houses that run the funds you invest in. Chosen for their strength and track record.
Invest today.
Receive your personalized investment strategy.
The answers to your questions.
We build tailor-made portfolios, combining institutional ETFs, quality equities, dividend strategies, discretionary mandates and premium thematic allocations.