Our distinguished clientele
Dynamic client base
We serve a dynamic client base comprised of private clients, family offices and institutions located in over 45 countries.
Our private clients are individual, retail investors whom seek to the dedicated attention to the efficient management of their wealth accomplished only through the bespoke client-centric model that has become the hallmark of our firm.
We work closely with clients and their families as together we develop custom strategies that seek to maintain a chosen lifestyle. We address day-to-day requirements whilst planning for life's events.
Our family office services are designed around the specific needs of high-net worth families whose financial management requirements demand the dedication of a professionally managed solution.
Our family office specialists create structured solutions to accommodate the complex responsibilities that come with the possession of significant wealth.
At the institutional level, our client base is comprised of financial intermediaries, independent wealth managers, insurance companies, nonprofit foundations and corporate financial committees.
Become Our Client
What does being our client mean for you?
As an independently managed firm, we understand that
the success of our firm is highly dependent on the success of our clients.
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.
We continue to place emphasis on the improvement of our services as our professionals
go above and beyond to ensure that Evallon Global Investment maintains it's status as a leading provider of choice.