Financière Syz SA is a banking and wealth management group offering private banking and asset management services. Its activities include discretionary portfolio management, advisory services, wealth planning, mortgage financing, alternative investments and digital asset services.
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Products & services
Industry:Holding Companies
✓ Offered8
Discretionary Portfolio Management
Portfolio management with active investment decisions for clients who do not want to manage investments daily; includes bespoke mandate execution, risk management and portfolio review.
Advisory
Investment advisory for clients who manage their own portfolio; includes strategic and economic insights, investment ideas and execution through the trading desk.
Wealth Planning
Wealth planning with analysis of financial and non-financial assets, integrated strategy, and planning for liquidity, pensions, tax, succession, mobility and philanthropy.
Mortgage Financing
Mortgage financing for Swiss real estate, including primary or secondary homes and yield-oriented property investments, with tailor-made solutions.
Digital Asset Services
Custody, deposits and withdrawals, and trading in digital assets; with bank reporting and access to selected tokens and wallet solutions.
Multi-Custody
Ex-custody service with advisory or discretionary management, without changing banks; includes a secure reporting platform and real-time information on performance and valuation.
Pension Planning
Pension planning for companies, entrepreneurs and private clients; including structuring, planning and investing pension assets, with solutions such as Syz Pool LPP, Syz Private LPP, Syz 1e and vested benefits.
Alternative Investments
Alternative investments with access to private equity, special situations, hedge funds and other liquid and illiquid strategies, including co-investments and specialised financing.
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