Institutional Execution for Managed Trading Accounts
Segregated custody, regulated workflows, and disciplined capital deployment.
Redefining the Standard in Asset Management
Avertis empowers investors with transparency, control, and institutional-caliber execution, creating capital solutions engineered for sustainable, long-term performance.
Full Transparency
Real-time access to positions, trades, and performance. No black boxes, no surprises.
You Retain Control
Your capital stays in your custody account. You maintain oversight and liquidity rights.
Performance Alignment
Our incentives align with yours. We succeed only when you achieve your investment goals.
Clear Fee Structure
Simple, transparent pricing with no hidden costs. You know exactly what you're paying.
Built on Swiss Standards. Protected by Design.
Your capital security and regulatory compliance are non-negotiable. Every aspect of our operation is designed to protect investor interests.
Custody & Safeguards
Your funds are held in segregated custody accounts with tier-1 institutional custodians. Avertis never takes possession of client capital.
- Segregated custody accounts
- Tier-1 institutional custodians
- Investor retains full control
Regulatory Compliance
FINMA-aligned operational standards ensure the highest level of regulatory oversight and investor protection.
- FINMA-compliant operations
- KYC/AML procedures
- Regular compliance audits
Operational Transparency
Complete visibility into trading activity, positions, and performance with quarterly investor reporting and real-time access.
- Real-time position access
- Quarterly performance reports
- Complete trade transparency
Risk Management
Systematic risk controls and position limits protect capital while pursuing performance objectives.
- Automated risk controls
- Position size limits
- Drawdown protection
Independent Oversight
Third-party auditors and compliance officers provide independent verification of our operations and reporting.
- External auditors
- Compliance officers
- Annual compliance reviews
Managed Account Model
Unlike pooled funds, our managed account structure ensures your capital remains segregated and under your ultimate control.
- No commingled funds
- Direct account ownership
- Enhanced liquidity rights
Custodian Partners & Infrastructure
We partner with leading institutional custodians including Interactive Brokers, Lightspeed, and Swiss banking institutions to ensure your capital is held to the highest security standards. All custody relationships are fully disclosed and independently verified.
Building Enduring Value Across Markets and Generations
Avertis Group AG is a private capital and asset management firm headquartered in Zurich, with strategic presence in Dubai and other global financial centers.
We deliver comprehensive capital solutions through three specialized divisions: discretionary asset management, strategic capital advisory, and private equity investments all unified by institutional discipline and transparent governance.
Our Foundation
Institutional Standards
Proprietary systems and rigorous compliance frameworks ensuring transparency and accountability
Global Connectivity
Strategic offices connecting European governance with Middle Eastern capital flows
Integrated Platform
Seamless coordination across asset management, advisory, and private equity for holistic solutions
Institutional-Grade Asset Management for Private Investors
Discretionary managed accounts combining systematic execution, transparent governance, and performance-driven mandates across global markets
Systematic Execution
Proprietary trading systems delivering consistent execution across equities, futures, and options with institutional-grade infrastructure and real-time risk management protocols.
Portfolio Transparency
Complete visibility into positions, trades, and performance metrics through real-time reporting infrastructure. Quarterly investor statements with comprehensive attribution analysis.
Segregated Custody
Assets held in segregated custody accounts with tier-1 institutional custodians. Investors retain direct ownership and control, with Avertis operating under limited trading authorization.
Risk-Adjusted Returns
Performance-driven mandates focused on consistent risk-adjusted returns across market cycles. Systematic risk controls and position limits protect capital while pursuing alpha generation.
Regulatory Compliance
FINMA-aligned operational standards ensuring the highest level of regulatory oversight. Comprehensive KYC/AML procedures and regular compliance audits by independent third parties.
Fee Alignment
Fee structures are designed to align with your investment goals, ensuring fair and transparent compensation for our services.