Banque Syz SA
Presentation
Preserve and grow your wealth for the future with a private bank that understands what matters to you.
Syz is a family business specialised in wealth management for individuals, institutions and pension funds. Heir to an impeccable business pedigree dating back centuries, Eric Syz co-founded the group in 1996. Today he manages it with his two sons and teams of industry experts.
Bank Syz is recognised for offering excellent services and was founded to offer an alternative to the traditions of Swiss Private Banking. Instead of relying on product promotion, we focus on advising and assisting our customers by asking them targeted questions, in order to support them at each stage of their life while generating sound returns.
Put your wealth to work for the days, decades and generations ahead with Syz, for the future…
Investment approach
Entrust your retirement assets to an experienced team with a proven investment track record.
Swiss residents should make the most of the advantages offered by the Swiss pension system as part of their asset management strategy. Many people don’t realise that pension savings are key to growing their wealth. It is an essential tool for improving their retirement, reducing taxes and finally increasing the performance of their investments in a tax efficient way.
Based on your risk profile we put in place a systematic investment process that draws on our extensive institutional expertise. We manage portfolios dynamically to achieve your long-term objectives. We base all our decisions on macroeconomic modelling and on strategic and tactical asset allocation. We guarantee to manage your assets according to the risk profile agreed and in keeping with our time-honoured principles.
All our occupational pension plans are invested in funds selected for their management style and expected returns. Our plans are mainly distinguished by their equity component and satisfy the requirements of the Swiss Pensions Act.
Unique Selling Proposition (USP)
It pays off to work with a partner who can help you with your wealth planning.
Sound wealth planning means you see and avoid problems before they arise. It is based on the client’s situation and particular circumstances. Wealth planning and portfolio analysis are part of the good banker’s toolbox. Our management style is incisive and efficient, and we will be objective and user-friendly in helping you reach your goals.
Our pension plans are bespoke and focused on optimising overall performance in a tax efficient manner. Your pathway to true peace of mind.
Our team will ask you specific questions, listen carefully and develop tailor-made solutions to optimise your investments, aligning them with your life plans, in order to safeguard and increase your wealth for you and future generations.
Investments with Banque Syz:
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