Our client


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.

Financial services for private investors

Private Investors

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.

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Family Office

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.

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Institutional asset management


At the institutional level, our client base is comprised of financial intermediaries, independent wealth managers, insurance companies, nonprofit foundations and corporate financial committees.

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Become an Evallon Global Investment client

Become Our Client

What does being our client mean for you?
  • Our independent status

    As an independently managed firm, we understand that
    the success of our firm is highly dependent on the success of our clients.

  • Best-in-class investment services

    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.

  • Proven investment performance

    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.