The arrangement broadens Everten’s international wealth management capabilities, complementing its existing custody relationship with Goldman Sachs Custody Solutions.
Naples, Florida-based Independent multi-family office Evertern Wealth has partnered with Vontobel Swiss Financial Advisers (Vontobel SFA), a wholly owned subsidiary of Switzerland’s Vontobel Holding, to broaden its ability to support clients with international wealth management requirements. The alliance complements its existing open-architecture custody platform via Goldman Sachs Custody Solutions The company provides services such as multi-currency banking, international banking