Bank SYZ SA was founded to offer clients an alternative to the traditions of Swiss Private Banks. Our mission: to become the most trusted Swiss family owned and managed boutique Private Bank.

The Syz Group is a family owned and run Swiss banking group focused on good long-term investment performance, careful risk management, and personal service for clients. Eric Syz, of a family of entrepreneurs for centuries, was one of the founders of the group in 1996 and still leads the firm, now alongside his two sons and a team of industry experts. Stable and secure – the Syz Group holds substantial equity, almost double Switzerland’s regulatory requirements.

The group serves clients across four main areas:
• Banque Syz offers private clients a genuine alternative to the traditions of Swiss private banking
• Syz Asset Management primarily invests the assets of Swiss institutional investors in bonds and money market instruments.
• Syz Independent Managers provides the full services of a custodian bank to external asset managers.
• Syz Capital offers investors the opportunity to invest alongside the Syz family in hard to access alternative investments including private markets.

Banque SYZ SA won the "Best Private Banking Boutique" award in 2014, 2015, 2016, 2017, 2018 and 2019. The prizes were awarded by PWM (Professional Wealth Management) and The Banker, two Financial Times Group publications.

Syz clients share the group’s long-term view and focus on building sustainable wealth for the future. 
www.syzgroup.com

MENA Fund Managers awards - Al Mal Capital won the award of UAE ASSET MANAGER OF THE YEAR 2019

MENA Fund Managers awards - Al Mal Capital won the award of UAE ASSET MANAGER OF THE YEAR 2018

Global Banking & Finance Awards - Al Mal Capital won the award of the UAE ASSET MANAGER OF THE YEAR 2018

CFA Institute

Chartered Financial Analyst (CFA)

CAIA Association

Alternative Investment Analyst Charter (CAIA Charter)

CMT Association, Inc.

Chartered Market Technician - Level III (CMT)

AZEK - The Swiss Training Centre for Investment Professionals

CFPI (CIIA)

University of Geneva

The London School of Economics and Political Science (LSE)

Massachusetts Institute of Technology

University of Oxford

IE Business School

University of Cape Town

English

French

German

Syz Group

Supervises all investment related topics such as advice, portfolio constructions, research and ensures proper communication inside the organization.

Responsible for communicating the investment views, positons and ideas to the outside world.

Welcome to Syz. We’re here to listen to, understand and serve our clients, supporting them to protect, grow, enjoy, transmit, and give purpose to their wealth.

Chief Investment Officer

FlowBank

A FINMA-regulated Swiss Bank focused on multi-assets online trading.

Chief Investment Officer & Chief Commercial Officer - Member of the Executive Committee 

Al Mal Capital PSC

In charge of the Asset Management and Capital Markets divisions of Al Mal Capital. 

Al Mal Capital PSC, a subsidiary of Dubai Investments PJSC, is a diversified, multi-line investment institution licensed and regulated by the Central Bank of the UAE.

Through the Capital Markets division, we provide our Clients with access into listed securities across the globe and trade seamlessly in equities, fixed income, derivatives, commodities and currencies with ease. This is made possible by a proprietary software platform that allows them to consolidate and manage their regional and international investments under one account.

On the Asset Management side, we offer our Clients a choice of superior conventional and Sharia compliant funds. From our first fund in 2006 to our breadth of managed products today, we continue to deliver consistent, top quartile risk-adjusted returns. And for that, we have established our position as one of the leading asset managers in the region, with many of our funds ranked as top performers and winning several industry awards.

Managing Director l CIO & Head of Investment Management (Asset Management and Capital Markets)

SHUAA Capital psc

Acted as CEO and CIO of Shuaa Asset Management, one of the leading GCC asset management boutique. 
Managed, led and developed the Asset Management business line, reporting directly to the Board. • Within a 6 months time frame, built a new team, expanded product shelf, enhanced process, governance & infrastructure, set-up marketing materials & strategy, pitched new clients across GCCs, etc.

CEO & CIO Shuaa Asset Management

Deutsche Bank

Head of Asset Allocation Team, Discretionary Portfolio Management – Deutsche Asset & Wealth Management EMEA (Europe, Middle East & Africa)
• Co-Head of DB AWM EMEA Regional Investment Committee
• Member of DB AWM Global Investment Committee 
• Lead a multinational team of 25 Portfolio Managers based in Geneva, Zurich, Vienna, Milan,  Luxembourg, Madrid and London with EUR 10bn Assets under management
• Lead fund manager of DB PWM A3 “flagship” strategy (Global Asset allocation SICAVs)

Head of Asset Allocation, Discretionary Portfolio Management EMEA

EFG Bank

• Chief Investment Advisor at the global level - managed a team of 12 Investment counselors; 
• Regional Head of Portfolio Management - in charge of building an integrated regional investment platform for the EFG offices based in Continental Europe (Switzerland, Luxembourg, Liechtenstein, Monaco, Spain) and the Caribbean (Bahamas, Cayman Islands). Manage a team of 15 portfolio managers;
• Deputy CEO of EFGAM Switzerland (FINMA regulated)

Global CIO Investment Advisory + Head of Investments Europe & Caribbean

Rothschild Bank

Senior Investment Manager (Private clients)
• Fund selection - traditional & alternatives assets;
•Responsible for equity sector & thematic strategy (asset allocation committee)

Senior Investment Manager

Lombard Odier

Head of Investments - Funds of Hedge Funds (Institutional clients)					
• Responsible for 3 AMF compliant funds of hedge funds dedicated to French institutional clients (Insurance, pension funds, etc.) - EUR 700 million assets under management;
• Portfolio management, onsite due diligence, reporting & business development; managed a team of 4

Head of Investments, Funds of Hedge Funds (Lombard Odier Paris)

Senior Institutional Equity Fund Manager / Research Analyst	 (Institutional clients)
• Responsible for global & US equity accounts for Swiss, French and Scandinavian pension funds;
• Member of the Global Equity Investment committee;
• Co-manager of the LODH North-America and LODH Quality Growth fund
• Head of a team of 3 equity research analysts – Technology, Media & Telecoms sectors

Senior Institutional Equity Fund Manager

BNP Paribas

Head of Investments (Private clients)	
• In charge of the development of the discretionary and advisory services, liaising with the investment team in Switzerland;
• Participation in the business development through meetings with client, prospects and 3rd party (Europe and Canada);

Head of Investments UEB Bank & Trust Nassau (Bahamas)

BNP Paribas Switzerland

Senior Portfolio Manager (Private clients)
• Responsible for USD / GBP discretionary accounts; member of the Asset Allocation committee;
• Fixed Income focus - Acted as the sole manager of UEB Private Bond funds and fixed income special mandates in 1998/1999

Portfolio Manager UEB Geneva

Chief Investment Officer at Syz Group 

CFA Honk Kong society - CFA curriculum reviewer (Alternative Investments and Technical Analysis)

CFA Instiute Honk Kong

Professor Finance (MSc Finance) - Kalaidos University of Applied Sciences Switzerland / ISFB

Adjunct Professor in Finance (MA, MBA) - International University of Geneva (IUG)

Passionate about finance, investing, markets and education.

Summary:

- #1 Ranked Finance Content Creator I #1 Overall UK I #7 Global Overall

- Recorded +150m impressions over the past year on this account.

- Trained analysts at Morgan Stanley, Bank of America, Credit Suisse, Citi and other wall street firms across EMEA, APAC and North America.

- Quoted in Sky News, The Telegraph, Barrons, Finimize, Capital.com, Investing.com, ETFStream and others.

- Delivered finance lectures at the University of Oxford, LSE, ETH Zurich, Imperial College London, ESADE, University of Bath, UCL, Loughborough, University of Warwick, Kings College London and others.

Top Sportsman Award

Corporate Finance

Econometrics

Economics of the Financial System

Geographies of Global Economic Change

Human Resource Management

Intermediate Macroeconomics

Intermediate Microeconomics

International Economic Relations

Organisational Behaviour

Quantitative Economics

Loughborough University

Loughborough Business School

Cirencester College

Bradon Forest School

Loughborough Volleyball Team

Cirencester College Basketball

Gloucester Jets Basketball

South England Basketball (APC)

Tigersharks Swimmer

Finimize

Global Markets Analyst & Lead Content Creator

Amplify Trading

Director

S&P Global Market Intelligence

Associate

Textron

Analyst

#1 Ranked Finance Content Creator Worldwide | Writing About Investing, Finance & Markets | +180K Followers | Lead Content Creator at Finimize

		name		keywords	# followers	# posts	# engagements	eng. ratio	score
1.		Charles-Henry Monchau, CFA, CMT, CAIA	🇨🇭	suisse investing fed	85,857	41	18,587	6.67%	22.27
2.		Eddie Donmez		fed bank nvda	180,327	32	44,739	6.79%	17.3

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