In addition to the general principles which form the basis for our activity, our approach to private banking is characterized by a set of distinctive features.
A rigorous institutional approach in the service of private clients In our capacity as financial technicians, we are adept at using institutional asset management tools and have transferred them to the world of private banking. More disciplined and more systematic, this approach is built around a rigorous decision-making process and delivers results superior to those achieved by more traditional management techniques which all too often are dominated by subjective decisions and individual whim. Asset allocation: the basis of any portfolio As we are concerned with absolute return rather than relative return, we manage market risk and therefore have to carry out active allocation management between the different asset classes. Indeed, the key to a portfolio’s performance hinges on its ability to strike the correct balance between cash, fixed-income investments, equities and alternative funds so that it is adapted to prevailing market conditions. To ensure an objective basis, SYZ & CO has developed fog-lights, a set of quantitative macro-economic forecasting models which supply clear and reliable signals on which to base investment decisions. Value-driven security selection In a second phase, the choice of sector and individual securities is made, using a "bottom-up" approach founded on a value-driven philosophy, the aim being to identify undervalued companies based on qualitative and quantitative criteria appropriate to their sector of activity. Fully independent of any investment banking activity, our research analysts enjoy total freedom as they are not exposed to potential conflicts of interest in terms of the companies they recommend.
Do you want to know how Banque SYZ & CO SA can help you in managing your assets? Contact us. Banque SYZ & CO SA: A different kind of bank Private Banking - Discretionary asset management - Investments in hedge funds - Active advisory - Institutional Asset Management - Services to Independent Managers - OYSTER Funds - 3A Alternative Funds The SYZ & CO Group comprises several distinct entities. |
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