Services to Independent Managers | |
In order to provide independent managers with the best possible service, we have set up a totally dedicated team of investment professionals who provide - perfectly objectively - high-end advice and reliable, personalized recommendations.
Administrative platform
As a genuine asset management specialist, Banque SYZ & CO is naturally able to efficiently handle all international asset classes and to meet all the investment requirements of external managers. Through SYZ Direct, the latter have an computer link that enables them to access at any time the accounts that they manage in order to view them, give investment instructions or prepare detailed reports for their clients benefit.
SYZ Advisory Services
SYZ Advisory Services is a personalized advisory service aimed at independent managers. It allows them to benefit from tailor-made active recommendations, sourced from the "buy side" research developed by SYZ & CO, from our trading room ensuring best execution of orders, from the creation of tailored structured products or from our product analyses.
SYZ & CO provides your manager with a direct access to 50 different experts.

Wealth engineering
Our wealth planning service offers a wide range of services, extending from tax optimization through legal counselling and inheritance planning to structuring of industrial projects. In close cooperation with the independent manager, this team will identify the problems so as to propose the solutions that are most appropriate to the particular case and, if necessary, to coordinate their implementation. |