Banque SYZ SA | SYZ Bank & SYZ Asset Management
Origin of Banque SYZ SA | SYZ Bank
In 1996 Eric Syz founded together with Alfredo Piacentini and Paolo Luban Banque SYZ. In 1999, the bank opened a branch in Nassau and an office in Lugano. In 2001, additional subsidiaries were added in London and Luxembourg. In 2002, Banque SYZ merged with the Albertini Group to found Albertini SYZ in Milan, which receives the banking license in 2004. In 2003 a branch was added in Zurich and 2011 one in Paris.
In 2012, SYZ Swiss Advisors, which is regulated by the SEC and provides services explicitly to American clients, is formed. In 2015, Banque SYZ acquired the Royal Bank of Canada (Suisse) SA and ranked among the 20 largest private banks in Switzerland. In 2017, Bank SYZ moves into the new premises on Quai des Bergues. The house has been completely renovated and refurbished and now looks like a museum of modern art. The significant advantage is that now all business units are united under one roof.
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Philosophy and Strategy
Banque SYZ specializes in asset management with two business lines, the private banking, and the institutional asset management. SYZ has an approach to asset management that combines traditional private banking with a clear focus on performance. No matter what kind of investor, Banque SYZ continuously strives to generate added value for the assets. It uses tailor-made solutions and is now one of the key players in institutional asset management.
Banque SYZ has an approach that lives active management. The bank operates in areas that others ignore or avoid. Robust and strong research supports investment decisions. If the investment decisions cannot be made in-house, Banque SYZ is backed by influential external managers. There are a variety of different banks, and their approach towards asset management couldn’t be more different.
The clients face a challenging environment, and it is hard for them to choose the right bank. SYZ is very innovative and offers the best possible solutions to their customers. With expertise comes knowledge and today’s clients are now better in identifying their needs and appreciating what makes a difference. All investors are different, but at least they have to requirements in common. They have to trust the bank, and they have to achieve a satisfactory return.
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Services and Solutions
SYZ Wealth Management manages the assets of family offices, external asset managers and, of course, the central area private clients. In addition to traditional portfolio management, the bank also offers custody account services and advisory services. The bank offers three different portfolio management options; discretionary asset management, active advisory and management specialized in alternative investments.
Banque SYZ has 11 Wealth Management offices worldwide. The group includes SYZ Ltd, SYZ Bank (Bahamas), Banca Albertini SYZ and SYZ Swiss Advisors. SYZ Asset Management is there for the institutional investors, be it in Switzerland or internationally. Clients include corporations, foundations, pension funds, banks, funds and insurance companies. The strategies are available either directly as segregated mandates or through the Group’s various investment fund, which is distributed under the branding OYSTER.
SYZ Asset Management (Suisse), SYZ Asset Management (Europe), SYZ Asset Management (Luxembourg) and SYZ France SASU are integrated into SYZ Asset Management. The expertise of asset management focuses on equities with the goal of generating alpha through targeted selections. In the fixed income area, strong emphasis is placed on risk control. The alternative investments can look back on a track record of over 20 years. External asset managers are in perfect hands with Banque SYZ. They are supervised extensively, and the goal is to be successful together.
Risk Management
Risk management is an integral part of the overall business. The risk is reassessed on a quarterly basis and measures taken if necessary. The most critical risks are the market risk, credit risk, business risk and reputational risk. As Banque SYZ is entirely focused on asset management, risks such as trading, or mortgage risks can be avoided. Trading on own account is operated only in a tiny and manageable framework.
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Added-Value Services
In 2018, the bank received the Best Private Bank – Customer Service award at the “WealthBriefing Awards Europe.” In 2017, the bank won the award for Best Investment Management Platform at the WealthBriefing Swiss Awards and the Best Private Banking Boutique at the 2017 Global Private Banking Awards. Banque SYZ’s e-banking, SYZ Direct, has recently been renewed and improved. Customers can access their portfolio at any time and download desired documents.
Banque SYZ SA | SYZ Bank & SYZ Asset Management – Facts & Figures
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| Address | Quai des Bergues 1, 1201 Geneva |
|---|---|
| Phone | +41 58 799 10 00 |
| Website | www.syzgroup.com |
| Year of foundation | 1996 |
| Subsidiaries | 2 |
| No. of employees | 215.15 |
| Rating | – |
| Chairman | Philippe Reiser |
| CEO | Yvan Gaillard |
| Eligible Regulatory Capital | 177.319 m CHF |
| Tier 1 Ratio | 22.20 % |
| Leverage Exposure | 2.192 bn CHF |
| Leverage Ratio | 8.10 % |
| Liquidity Coverage Ratio | 162 % |
| Risk Weighted Assets | 799.277 m CHF |
| Loans outstanding | 953.706 m CHF |
| Assets under Management | 15.438 bn CHF |
| Assets under Management / Employees | 71.754 m CHF |
| Net profit | 4.564 m CHF |
| Net Profit / Employees | 21’313 CHF |
| Cost / Income Cost Ratio (CIR) | 86.36 % |
| Return on Equity | 2.12 % |
| Own structured products | No |
| Foreigners accepted | Yes |
| Presence abroad | Istanbul, Johannesburg |
Source: Annual Report 2021
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