PRIVATE CLIENTS

We innovate every day thanks to our unique investment model. Our award-winning approach combines all of the advantages of Swiss private banking with modern wealth management, primarily based on performance.

The quality of our services was recognised for the third consecutive year when we were awarded the "Best Private Banking Boutique" prize by the jury of the 2016 Global Private Banking Awards.

The global private banking awards

High-end service is a cornerstone of our success. Discretionary or advisory management, traditional or alternative products. Our investment solutions match your risk profile and goals.

We cover all of your needs thanks to a 360° vision of your wealth. Our goal is to help you make the right choices: for succession and company strategy issues. Our experts are there to advise you.

Our company is client-centred.
Fabian Dufresne
Fabian Dufresne Head of SYZ Wealth Management

INSTITUTIONAL CLIENTS

Our family shareholding guarantees our independence and our sustainability. Sheltered from conflicts of interest, we can offer our clients investment solutions that are truly suited to their needs.

In practice, this means conviction strategies for an institutional, professional and sophisticated clientele. Our clients' satisfaction is our first priority, whether we're working with segregated mandates or an extensive range of investment funds.

Our in-depth analysis fosters our convictions and guides our investment choices.
Katia Coudray
Katia Coudray CEO SYZ Asset Management

INDEPENDENT ASSET MANAGERS

Your success is our success. We provide you with our expertise and privileged access to all of our resources every day. By building successful long-lasting parternships, we earn your trust.

Our real advantage is that we know how to perfectly meet the expectations of independent managers.
Jean-Marc Vallet
Jean-Marc Vallet Head of SYZ Independent Asset Managers

U.S. INVESTORS

We provide US investors with the benefit of our expertise in international markets together with the traditional advantages of a Swiss private bank. Our management company SYZ Swiss Advisors is registered  with the Securities and Exchange Commission (SEC). It works with clientele who demand the highest quality of service.

Our sophisticated management and international expertise perfectly meet the needs of U.S. investors who want to diversify their investments.
Jean-Louis Lovisa
Jean-Louis Lovisa CEO of SYZ Swiss Advisors