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DirectoryFinance & InsuranceExternal Asset ManagementZugALERE SYON WEALTH GmbH
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ALERE SYON WEALTH GmbH

Summary

About the company

The core activity of Alere Syon is wealth management and investment advisory services for affluent international families, particularly in the area of private banking services, including wealth management, investment strategies, risk management and succession planning.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered6
Portfolio Management
Tailored portfolio construction, continuous monitoring and adjustments, with a focus on capital preservation and long-term growth in line with client objectives and market changes.
Wealth Planning
Financial needs analysis, assessment of liquid and illiquid assets and investments, asset allocation design and investment strategy definition for families.
Family Office Service
Family governance framework setup, succession-role discussions, support for family meetings, plus directorship, protector and administrative services.
Structuring & Relocation
Structuring of investments and holdings with legal, accounting, trust and tax specialists; administration of structures; relocation assistance across jurisdictions.
Representation
Client representation with financial institutions and investment houses, including formalities, fee negotiations and ongoing monitoring of opportunities.
Consolidation
Consolidated global view of family assets, with reporting on performance, risk management and costs.
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Location

Gubelstrasse 15
6300 Zug
Opening hours
Mon
08:30 - 18:00
Tue
08:30 - 18:00
Wed
08:30 - 18:00
Thu
08:30 - 18:00
Fri
08:30 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-432.256.959
Founded
2015 · 11 years
Last commercial register change
August 26, 2026
Employees
11 to 20

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