External Asset Management (EAM)
Independent portfolio management — with assets held at your custodian bank.
Evermark’s External Asset Management (EAM) service is designed for clients who value independence, open architecture, and disciplined portfolio governance — while retaining custody of assets with a reputable financial institution.
- Assets remain custodied in bank accounts held in the client’s name
- Client-objective driven mandates with clear authority and transparency
- Open architecture across assets and product providers
- Multi-bank coordination for family and cross-border needs
- Structured portfolio construction and risk oversight
An External Asset Manager (EAM) is an independent investment advisor/manager appointed by a client to manage assets that are held with a custodian bank. Instead of moving assets to a manager, clients typically keep their accounts with a bank and grant a mandate (and, where applicable, a limited authority) to implement an agreed investment strategy.
- Objective-driven asset allocation and portfolio construction
- Execution of investment decisions within agreed mandates
- Ongoing monitoring, rebalancing, and risk control
- Portfolio reviews
- Investment policy statements (IPS) and governance frameworks
- Manager / product due diligence and selection support
- Coordination across custodians and jurisdictions
- Consolidated performance and risk reporting
- Regular review meetings
EAM operates through a tripartite structure. Assets remain with the custodian bank, while Evermark manages portfolios under an agreed mandate. Investment decisions are made solely in the client’s interest, independent of commissions or product incentives.