Eagle Wealth Management

Eagle Wealth Management operates as an independent asset manager under Swiss financial regulation, supervised by the Swiss Financial Market Supervisory Authority (FINMA) or an authorized supervisory organization (AO). This structure imposes capital-adequacy requirements, conduct-of-business rules, and ongoing reporting obligations. Independent asset managers in Switzerland may not hold client custody directly — client assets typically remain at partner custodian banks, providing a structural separation between advice and safekeeping.

No, the firm follows an open-architecture model, selecting third-party funds and strategies rather than distributing proprietary products. This distinguishes Eagle Wealth Management from bank-affiliated wealth managers that must often prioritize internal fund mandates. The open-architecture approach is designed to reduce conflicts of interest in manager selection and allows the firm to pursue best-in-class external managers across asset classes.

The firm's client base consists mainly of high-net-worth individuals and families from Switzerland, Germany, and Austria. Its Zurich location positions it to serve both domestic Swiss clients and cross-border wealth from neighboring countries. The firm's minimum relationship sizes and client-acceptance criteria are not publicly disclosed.

Private-market exposure is typically delivered through feeder structures or fund-of-fund vehicles rather than direct co-investments or proprietary deal sourcing. This structure matches the firm's open-architecture philosophy, delegating manager selection and due diligence to specialized private-market fund managers while Eagle Wealth Management oversees portfolio-level asset allocation and liquidity management.

As a Swiss independent asset manager, Eagle Wealth Management does not hold client assets in custody itself. Client securities are deposited at one or more partner custodian banks, with the firm holding a limited power of attorney to execute transactions and manage portfolios. This separation of advisory and custody functions is a standard risk-mitigation structure under Swiss regulation.