Eagle Wealth Management

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.

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.