Invest with the discipline used by the world's best private banks.
Everyx turns published CIO guidance from institutions such as J.P. Morgan, UBS, and Julius Baer into a structured portfolio workflow for clients worldwide. No technical-analysis hype, no insider-story fiction, and no money-management mandate.
$5M+
Typical private-bank entry point
What many elite advisory desks expect before onboarding
$0
Everyx access cost
Available worldwide, free of charge
Top CIO
Research lens
Built around institutional strategy and macro allocation views
No custody
Your money stays yours
We do not take assets, custody, or trading authority
The service is built for investors who want private-bank-style portfolio guidance without becoming private-bank clients.
Institutional research input
We digest published CIO and strategy research from established global private banks and asset allocators.
Your constraints first
Risk limits, drawdown tolerance, exclusions, liquidity needs, and concentration caps stay in control.
Portfolio overlay, not stock hype
Recommendations are framed as portfolio-level tilts and implementation ideas, not trading-room noise.
Actionable review flow
Upload holdings, compare them with your profile, and receive a structured recommendation report.
What Everyx is not matters as much as what it is.
Not technical analysis
We do not claim chart patterns can predict the future or outperform sophisticated technical trading funds.
Not insider-tip storytelling
We do not sell rumor-driven narratives or pretend access to hidden information streams.
Not a hedge fund
We do not manage client money. The goal is clearer decision support, not fee extraction through delegated risk.
Built for investors who want elite guidance, but keep full control.
You keep custody, execution, and ownership. We provide a portal that structures your portfolio around top-tier macro and allocation guidance, then maps it to your own constraints.
How it works
- 1Define your risk profile and investment constraints.
- 2Upload your holdings from any broker.
- 3Review a portfolio overlay informed by top private-bank research.
Why sophisticated investors use Everyx
Macro first
We focus on CIO portfolio guidance and cross-asset positioning, not short-term chart signals.
Global access
The portal is free to clients worldwide, even if they are far below private-bank minimums.
You stay in control
No custody, no pooled vehicle, and no mandate to transfer your capital to us.