Syz Swiss Advisors S.A. is a large advisory firm based in Zurich. It manages $201.84 million of regulatory assets for 89 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Florida, and Texas.
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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
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.