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Evermark Capital Group

External Asset Management

Independent portfolio management, with your assets held under your name at your chosen custodian bank. Evermark manages your portfolio under a clearly defined mandate, with independent decision-making, structured oversight, and alignment with your objectives. You retain transparency and control.

External Asset Management - Services

Scope of services

Portfolio Management

We build and manage portfolios around your objectives, constraints, and risk parameters. All investment decisions are executed within your agreed mandate, with continuous monitoring and disciplined rebalancing to maintain alignment as market conditions evolve.

Investment Advisory

We review portfolio positioning, performance, and underlying assumptions to ensure decisions remain consistent with your current priorities. We also support investment policy design, governance frameworks, and independent due diligence on managers and products.

Consolidated Oversight

We help you maintain a unified view across custodians, accounts, and jurisdictions. Consolidated reporting and regular review meetings provide clear visibility into performance, risk exposures, and required actions.

Structure & Process

Your chosen custodian bank holds the assets in accounts under your name. Evermark manages the portfolio under the agreed mandate. You retain ownership, visibility, and control, while investment decisions remain independent from product incentives and distribution structures.

FAQ