Syz Swiss Advisors S.A. (Zurich)

Syz Swiss Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Syz Swiss Advisors: assets under management

The assets under management (AUM) of Syz Swiss Advisors S.A. is $201.84 million. The firm's AUM has grown by 129% since the beginning of its operation, and $39.96 million of the total AUM is attributable to clients outside of the United States.

The firm manages $162.42 million in discretionary accounts and $39.41 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.42 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.79 million.

Investments

The firm invests in exchange traded securities the most. They account for 48% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 32% of the firm’s portfolio. Investments in investment grade corporate bonds form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Syz Swiss Advisors S.A. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Stephane Poulin serves?

The only and largest group of clients of Stephane Poulin is high net worth individuals with 89 clients and $201.84 million of assets under management. Among the 10 most similar advisory firms, Syz Swiss Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $201.84 million for 89 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 6% of the firm’s clients are foreign persons or businesses.

Syz Swiss Advisors doesn't advise any private funds.

Careers at Syz Swiss Advisors S.A.

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Stephane Poulin has been acting as President since 1 Mar 2017. Ivo Nmn Kaufmann joined the executive team most recently as the Cio, Director.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Zurich

The principal office where Syz Swiss Advisors S.A. performs its advisory services is located at Uraniastrasse 34, Zurich, 8001, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +41 44 206 60 40 or by fax +41 44 206 60 50. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at syzswissadvisors.com.

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