Investment capabilities

Become Our Client

Becoming our client is
as simple as it is rewarding

Realize your financial potential

Becoming a Evallon Global Investment client is as easy as it is rewarding. From the outset we focus on the needs and aspirations of our clients as we seek to determine a number of investment objectives in consideration of client specific circumstances and their appetite for risk.

Best-in-class investment experience

We believe that the better we know you, the better we are placed to deliver a best-in-class investment experience that serves to exceed performance related and service standard expectations.

Fee based structure

Our investment advisory provides investors with impartial advice that is targeted to meeting their specific needs. Our fee only approach ensures that the success of our firm is correlated to the success of our clients.

Account Application Process

Apply to become an Evallon Global Investment client by following the instructions below. Your application is protect by this Privacy Policy.

Applications are processed within 24 business hours. In some cases, Evallon Global Investment may be required to request additional information to assist with the application process.

For further information on the account application process, please contact us or your adviser directly.

  • Download the Application Form by clicking this link.
  • Return the completed application to:
  • Non-US residents - accounts@evallongim.com
  • US residents - compliance@evallongim.com
  • Provide ONE identification document from the list below to comply with Know Your Client regulations:
  • Passport or;
  • Driving License or;
  • National Identity Card.