We serve
Asset managers·Management companies·Distributors·Private banks & portfolio managers
Institutions →
We solve
Regulatory pressureLicences, frameworks, and remediation that satisfy FINMA and EU supervisors.
Cost & complexityOperating models and provider setups that scale without losing control.
Legacy technologyPlatforms, data, and AI that modernise without breaking what works.
Our service offeringWhat we do
Our service offering →StrategySustainable growth strategies, including market entry and expansion — clear positioning, and long-term value creation.
Regulation & complianceGuidance through complex Swiss and EU regulatory requirements — from FINMA licensing and EU regulation to robust compliance and risk frameworks that support regulatory alignment and resilience.
OperationsOperating models optimised through process improvement, cost reduction, and efficient outsourcing — efficiency without giving up service quality or scalability.
TechnologyTechnology transformation — compliance, investment, CRM and distribution systems, regulatory reporting, AI and automation to drive efficiency and innovation.
Institutions
Serving clients across Wealth & Asset Management
Asset ManagersAsset Management →
Management CompaniesAsset Management →
DistributorsAsset Management →
Private Banks & Portfolio ManagersWealth Management →
Why ERVO Partners
A different consulting model.
ERVO Partners combines focused sector expertise, a connected perspective and senior-led delivery to address the priorities that matter most to Wealth & Asset Management firms.
About ERVO Partners →
01Sector expertiseFocused exclusively on Wealth & Asset Management.
02Connected perspectiveBringing strategy, regulation, operations and technology together.
03The right expertiseSpecialists matched to the challenge at hand.
04Senior-led throughoutExperienced professionals from start to finish.
InsightsResearch, perspectives and practical analysis on the topics that matter to Wealth & Asset Management leaders.
All insights →
FACTSHEET · REGULATIONSwiss licence regimeSwitzerland's financial licensing framework — requirements, supervisory structures, and implications for wealth and asset managers.
Read →PDF · details required
FACTSHEET · REGULATIONUpdates in EU regulationsRecent EU regulatory developments — compliance changes, market implications, and strategic considerations.
Read →PDF · details required
FACTSHEET · ASSET MANAGEMENTInvestment Fund Law Overview: SwitzerlandSwitzerland's investment fund framework — key legal requirements, fund structures, regulatory obligations, and implications for asset managers.
Read →PDF · details required
LeadershipOur Expert Network →
Dr. Volker Kang
FOUNDER & CEO
Volker combines top-tier consulting experience with in-depth industry experience in asset and wealth management, and holds a PhD in asset management regulation.
