What do you need for the future?
Services we can offer you
Discretionary portfolio management
Monitoring markets can be stressful and that’s why we designed our approach to make investment choices as objective as possible. [...]
SEE MORE
Advisory
If you have the time, interest and expertise to manage your own portfolio, you can lean on our teams of specialists for their strategic and economic insights. [...]
SEE MORE
Mortgage financing
As part of our services to private clients, we offer mortgage financing for real estate located in Switzerland.
SEE MORE
Alternative investments
Are you looking for a better to way to invest?
Our clients work with us in partnership and only invest where we have already taken the risks. [...]
SEE MORE
CHF 26Bn
Assets under management
27.8%
CET1 solvency ratio
1996
Founded
6
Offices
42
Awards
*audited figures as at 31.12.20
Latest publications
Asset Allocation Insights
From Recovery to Steady Growth
13 September 2021
18 months into the Covid pandemic, the world economy has experienced its shortest yet deepest recession ever, followed by one of the strongest recoveries on record, thanks to historic levels of govern [...]
SEE MORE
Innovation in Switzerland’s financial landscape: Banque Syz joins Wecan comply, the pioneering blockchain platform dedicated to compliance
21 June 2021
Banque Syz is pleased to announce that it joined Wecan Comply today, the first global compliance services platform dedicated to private banks and independent asset managers based on blockchain technol [...]
SEE MORE
Focus
Beyond sustainable investing - Combining green returns with [...]
14 June 2021
The Mediterranean’s sperm whales and their ecosystem may seem an unlikely investment target. [...]
SEE MORE
Would you like to find out more?