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

Outstanding Contribution to Thought Leadership - European Wealth Briefing Awards

Outstanding Contribution to Thought Leadership - Swiss Wealth Briefing Awards

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

CAIA Association

Alternative Investment Analyst Charter (CAIA Charter)

CMT Association, Inc.

Chartered Market Technician - Level III (CMT)

CFA Institute

Chartered Financial Analyst (CFA)

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, positions 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 - Member of the Executive Committee

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

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 & Member of the Executive Committee at Syz Group ¦ 150,000+ followers

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

CFA Institute Hong Kong

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

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

Emmy Sobieski CFA CBP

I help you build your path a $100M Career without wasting years and missing millions in earnings due to guesswork. 

WHO I WORK WITH: When providing $100M Career Coaching, I work with: 
+ Technology professionals 
+ Startup Founders
+ VC/PE/HF professionals 
+ And anyone else who wants to supercharge their career using the $100M Career methods

I work with highly motivated mid-career professionals from large tech firms, consulting companies, or investment banks, who want to move from the Breaking In to the Building Equity phase of their career. 

You are naturally hard-working, willing to step outside your comfort zone, and make big moves in your life!

WHY I HAVE SO MANY SUCCESS STORIES: The core of my coaching philosophy comes from 15 years of coaching and mentoring students who are now millionaires in their early 30s. I also had multiple friends reach the $100M mark by age 50. 

During that time, I discovered the framework that leads to a $100M career: 

My 3 B’s Framework:
1. Break In (big tech, investment banking, management consulting)
2. Build Equity (separate your hours from your income & wealth)
3. Break Out (build your own company)

There are 25,000 self-made households in the US worth more than $100M.  I aim to guide the next thousand hardworking professionals build their $100M Careers.  Why not you? 

Instead of wasting years following the traditional career paths, or worse, going in the wrong direction, my work helps you find the most direct route to building your leveraged, satisfying, and lucrative career. 

The core mission behind my work is to demystify $100M Career paths.  How to have a $100M Career shouldn’t be a secret of Wall Street and Silicon Valley elites.

Here’s what people say about me: 🎤

"Emmy has amazing strategic insights and a gift for discerning exactly what makes technology companies become successful." - Carl Carrie, Global Head of Trading Analytics at LSEG – (London Stock Exchange Group)

"Emmy has been incredibly helpful as a resource as I evaluate both my career and emerging technologies. Her work ethic is unparalleled. " - Dan Forman, Technology Sector Specialist

“I've learned so much from Emmy! She's helped me break into my trading career and taught me the fundamentals of analysis.” - Greg Magadini, CFA, CEO Genesis Volatility (and formerly retired trader)


HOW YOU CAN LEARN MORE: 👋

If you're interested, message me on LinkedIn or visit www.emmysobieski.com to learn more about my coaching and to schedule a free consultation call to see if we'd be a good fit.

Founder My10Min - Do more with the time you have - We all have 10 minutes!

COACTIVE TRAINING SOLUTIONS SL

CoActive Coaching Intermediate Series

Certified Nutritional Counselor (200 hour program)

State of California

Domestic Violence Counselor - State Certified 40 hour Domestic Violence Advocate Training

Chartered Financial Analyst

Amazon

University of Southern California

UC Berkeley Extension

UC San Diego

Salzburg Global Seminar

 MegaWealth

Career Coach
✔️ Your Career: Map Your Unique Path to hundreds of millions and beyond
✔️ Your resources: Wealth and Careers Books, 1X1 Career Mapping, Mastermind, Courses to support your growth when needed.
✔️ My Unique Path: Worked for 4 billionaires. Made one boss $24M in one year. Made another boss $100 million+ on one trade. Saw two close friends build centimillion careers by age 50. Multiple mentees reached $2-10M+ in wealth by age 30.
✔️ My Experience: Ran #1 fund 1999. Startup COO and advisor with multiple exits. Olympic-level athlete.
✔️ My Education: MBA, CFA (Chartered Financial Analyst)

 Author and Keynote Speaker
✔️ Author of Wealth and Career books at the intersection of technology, startups and investing
✔️ Keynote Speaker: Careers, Leverage, Operations, Technology (AI, Privacy, Blockchain)

⏩ Learn more at https://emmysobieski.com/

Wealth & Career Coach; Bestselling Author

Journey

Journey provides the missing identity layer to the internet, thus protecting privacy while enabling transparency.  This layer protects against deep fakes, secures transactions, and rebuilds a trusted relationship with the consumer.

Advisory Board Member

Goat Mountain Renewables

Developed shovel-ready 180MW+ wind farm, 220MW+ solar farm, and Battery Array in Texas.

Manager, Strategy Lead

Audiience™

Audiience is curating one of the most valuable proprietary datasets: true consumer intention based on purchases not searches. Audiience is a data science company, building advertising solutions based on buy signals and brand affinity without the use of third-party cookies and tracking pixels.

Dr Radhika Dirks

Acclaimed as a Forbes ‘Women in AI to Watch’, Deloitte's featured Women Executive in AI, and one of the top 30 women shaping the future of AI, Dr. Radhika Dirks personifies tech-savvy leadership. As the trailblazing CEO and Founder of Ribo AI, she's at the epicenter of next-gen biotech, spearheading revolutionary solutions to cure cancer. She is also the mastermind behind XLabs AI, a tech hub building audacious moonshots using Artificial Intelligence.

Prior to founding XLabs, she was CEO and founder of Seldn: an AI that accurately predicted
global socio-economic disruptions, including the rise of ISIS. Dr. Dirks was also a founding member of Shell’s $1B venture capital group and COO of Rotary Gallop.

It's no wonder she's a trusted advisor to Heads of States and Fortune 100 leaders, predicting the course of disruptive tech. Her command of the future comes from a rock-solid foundation: a PhD in Quantum Computing and an MS in Nanotechnology, both from the University of Illinois at Urbana Champaign.
 
With 22 peer-reviewed publications and over 360 citations to her name, Dr. Dirks has an undying passion for pushing the envelope in next-gen computing and technology. Her contribution to quantum computing, particularly her development of the world's best sources of entangled photons, underscores her commitment to decode the mysteries of the universe and transform them into practical, life-changing technologies.
 
Dr. Dirks’ insights spark conversation and incept new worlds, featuring in outlets like BBC, Fast Company, the Wall Street Journal, and the New York Times.

Welcome to the world of Dr. Dirks: where technology meets art and the impossible becomes reality.

Chief Operating Officer

Yoodli

Yoodli helps you improve your communication skills with personalized and private feedback from an AI speech coach.

Competitive Storytelling

We help venture-backed founders from seed and beyond tell their story so they can raise tens of millions in venture capital. 

This focus has helped our clients raise over $330m in venture capital, build companies worth billions, and make their vision a reality. 

Our 5 pillar process guides founders through exactly what they need to succeed in today's market. 

1. Founder Origin Story
2. Startup Vision Story
3. Strategic Process Playbook
4. Perfect Delivery System
5. FAQs and Strategic Communication

We focus on teaching founders the competitive storytelling method so they can win grow revenue, secure capital and attract talent. At the end of the day, Competitive Storytelling turns founders into Chief Storytelling Officers.

Satschel-Inc

Creating secure, seamless financial service solutions to simplify our customers’ digital lives.

Premier customer experiences are the foundation of our solutions and inspire us to bring disruptive ideas to market quickly and securely.

Building automated solutions for:
Identity & Business Verification
KYC/KYB
Document Verification & E-Signature
Security & Compliance
Onboarding
AML/PEPS

COO, Founding Member

Leaf Global Fintech

Leaf Global Fintech: increased financial resilience for refugees via blockchain technologies.  Acquired by (NYSE: IDT)

Advisor

Coin Cloud

•	Strategy & content for crypto investing and education.  
•	Led domiciling and competitive analytics projects.
•	Explored partnerships as a crypto options automated market maker.
•	Hired for crypto options and OTC trading, corporate treasury hedging, DeFi yield farming and analytics.

VP Platform Expansion

Map Your Career & Wealth Path | Build Your Personal Money Flywheel | Build, Invest, Advise (Startups/VC/PE/Boards) | Fmr. #1 Fund Manager

Impact of technology on businesses with emphasis on diversity and empowerment of women from all backgrounds.  Panel includes women representing different industries relating to technology.

Business Rebooted Panelist for UCSD Women In Business

Investment Panel speaking to undergraduate students

UC San Diego Undergraduate Investment Society - Investment Panel

San Francisco Chamber of Commerce's annual economic forecast and workforce summit focused on how technologies like artificial intelligence is automating the workforce, innovations in cryptocurrency and blockchain, as well as the latest innovations in the cannabis industry

UpdateSF: The Future Today, Crytocurrency Panelist

CEO and Co-Founder of Journey | Board Member | Keynote Speaker | Founder of Spanlink & Calabrio | Former SVP/CTO Avaya & VP/GM Cisco | Former Guinness World Record Holder

CEO | Identity | Liquidity 

Panelists at Securitization Conference discussing the use of blockchains, zero knowledge proofs and identity technologies 

Zero Knowledge Security Software Panel

Greg Magadini, CEO of Genesis Volatility didn't come into life with unfair advantages. Coming out of high school, he was an amateur boxer thinking of going pro. While he was in Community College, trying to figure out his future, two events changed his...

How to Retire at 29 via Community College, Amateur Boxing, Wall Street, Options Trading and Crypto.

Vincent Lo went from a 15-year-old immigrant speaking no English to working on 2 Wall Street firms and finally the buyside for the Irvine Company family office. On the way, he learned English by studying the stock market, survived on $1 McDonald's...

How to break into Wall Street as an Immigrant and Not Give Up

How to get it all done without burning out. Learn the process that helped me be world or nationally ranked in 3 sports while working 80-100 hour weeks on Wall Street. How you can build a healthy base, find leverage, and create systems.

How to get it all done and be productive without burnout — Emmy Sobieski

Hiring a head of marketing has changed. Look in the trenches for those who are battling the algorithms. Leverage the learnings of the creator economy, and add strategic elements over time.

How to Hire a Head of Marketing for a Web3 Startup In Two Steps — Emmy Sobieski

Why have we gone 100 years with only Wall Street bankers building financial products? Imagine: Anyone -- no matter their race, gender, education, surname, place of origin -- anyone could build financial instruments, something that for over 100 years...

How Web3 Fabric Could Enable You to Create Financial Products — Emmy Sobieski

With Web3 Fabric, we can finally reach blockchain’s promise of safety AND inclusion. Join me in exploring what a Web3 Fabric would look like.

Why Build a Web3 Fabric — Emmy Sobieski

I take an approachable and fun approach to help you learn about crypto’s past (why and how it came to be), present (what it is and explaining the alphabet soup), and future (what it can become).

Crypto's Past, Present and Future — Emmy Sobieski

Often motivated young finance professionals ask me: Is an MBA or CFA better for my career? Will I fall more behind if I take time off for my MBA? Will NOT having an MBA hold me back later? What about a CFA? In this video I share my views. I personally...

Is an MBA or CFA better?

Marco was born in Genoa, Italy, and got an engineering degree there. Even at UCLA he didn't know he wanted to be an investment banker, going for his summer internship at Boston Consulting Group. Worried it was too late to break into Wall Street, he...

How to Break into Goldman Sachs via Rock & Roll: Italian I-Banker, CIO, Board Director Marco Caneva

Learn how technical analysis: 1. Can save you hours 2. Give you a read into market sentiment 3. Show you where others are likely to buy and sell While still being a fundamental analyst. This video takes you through step by step, all using the free...

How to do Technical Analysis 101 as a Fundamental Analyst by the Former #1 Fund Manager (495% 1999)

Athena Alliance

Athena brings together women leaders, investors, CEOs, board directors, and corporations. Women join Athena for white glove leadership coaching, board opportunities, exclusive events, one-on-one mentorship, and more. It’s within the Athena community that women can discover each other and advance one another’s interests, knowledge, and career opportunities. They can also discover opportunities such as board seats, advisor roles, coveted CxO positions, and more.

Community Resource Center

I joined the CRC board in May 2019.  Prior to that I designed and taught Career Source: courses on interviews, resumes, budgeting, interpersonal and coping skills to our most vulnerable neighbors.  CRC helps our more vulnerable neighbors achieve food and housing security, as well as safety from domestic violence.

TRITON FUNDS LLC

Mentor Student investors: career development in finance and asset management.

Triton Award 2017 for alumni volunteerism.  I work with other alumni to advise the UCSD Economics program on direction, course content and skills needed by businesses. I mentor current and graduated students on career advancement in financial services, including crypto asset hedge funds, and technology.

Declare

Mentor and Group leader for women professionals in finance and technology.  Meet twice a month and remain available for each other to support individual goals, from career advancement to life balance, sharing our experiences.

Women Leaders for the World

I directly mentor a global woman CEO for Women Leaders for the World.  
WLW is a transformational leadership coaching and advising fellowship propelling leaders forward, to solve some of the world's most intractable problems through leadership in nonprofits, social entrepreneurship, media, politics/government and business.

Over 200 program graduates have gone on to start their own nonprofits, run government organizations, and take on leadership roles in business all over the world.

Reality Changers

Co-drafted strategic plan, acted as interim grant researcher and business analyst, and I am on the community strategic committee

Just in Time for Foster Youth

Authored and taught workshop for matriculated foster youth: Finding Your Dream Career.  Taught youth how their past challenges are future strengths and how to research and attain their dream career.

Sahil Mansuri

Join the largest community for sales professionals: bravado.co

Investor

Eureka enables any individual, experienced or beginner, to be a successful real estate investor.

Google AdWords Certified

Stanford University Graduate School of Business

The George Washington University

Arabic

Gujurati

Hindi

Bravado

Bravado is the world's largest professional network for sales. 

450,000 Members trust Bravado as the place to level up their sales skills, grow their careers, and find their next role.

Seufferlein Sales Program (SSP) at CSU, Chico

Board Member

Collective

Collective is the first online back-office platform designed for self-employed people.

Accord

Accord is a customer-facing project management platform, built for B2B sales. It’s like Asana, Trello, or Atlassian, but uniquely client-facing, so that buyers & sellers can stay on the same page and close deals faster.

Investor + Advisor

regie.ai

Regie automatically writes sales + marketing copy that converts.

Atticus

Finding a trusted lawyer is impossible, as I learned when I was hit by a drunk driver and put into the hospital. Atticus solves this problem elegantly and builds trust between attorneys <> clients.

Eureka Investment

Raaka Chocolate

Expa

Helping Expa companies with fundraising, product design, and go to market / sales strategy.

Entrepreneur In Residence (2016), Advisor (2017 - present)

SalesPredict

Update: On July 11, 2016 - SalesPredict was acquired by eBay.

Responsibilities:
- Product vision and roadmap
- Go-to-market strategy, sales enablement, competitive analysis, thought leadership content, and product launches.
- Media relations, investor relations, and Product Advisory Committee
- Work cross-functionally with sales, engineering, data science, and marketing. 
- Engage stakeholders to align on clear, actionable product strategy and priorities

Vice President, Product Marketing

CEO at Bravado

Spearheading a movement to create a consistent definition of an online video view

What constitutes an online video view

Islamic Society of North America

Running free courses at local mosques to help underprivileged high school students of all faiths prepare and excel for the SAT Exam.  Also providing free college consulting and assistance with essay writing and admissions.

Over a decade of trading the markets for a living.  Felt the fatigue, and with Zerodha decided to be the catalyst for change and started a brokerage firm that traders didn't have. 
Musings on finance, business, and life: https://nithinkamath.me/

Startup of the year (Bootstrap) - 2016

In its annual business review, the Economic Times featured Kamath as one of the 10 Indian businessmen to watch out for in 2016, who will be most influential in their respective industries

10 Indian businessmen to watch out for in 2016

Emerging brokerage firm of the year - 2015

Emerging brokerage firm of the year - 2014

Emerging Entrepreneur of year 2014

Bangalore Institute of Technology

Kannada

Konkani

Zerodha

Founder & CEO

Rainmatter

Rainmatter — an initiative by Zerodha — funds and incubates innovative
Indian fintech startups focusing on saving and investing. https://rainmatter.com/

Rainmatter Foundation — funding startups & grassroots organizations working on climate change.  https://rainmatter.org/

Kamath Associates

Franchisee of Reliance Money, Proprietary Trading, Portfolio advisory services

	name		keywords	# followers	# posts	# engagements	eng. ratio	score
1.	Charles-Henry Monchau, CFA, CMT, CAIA	🇨🇭	inflation gold	155,444	50	8,082	5.43%	22.19
2.	Emmy Sobieski CFA	🇺🇸	money startup trading	50,011	12	101,729	8.68%	16.16
3.	Sahil Mansuri	🇺🇸	marketing qb	74,396	10	3,324	5.45%	15.12
4.	Nithin Kamath	🇮🇳	doctors stocks podcast	1,375,418	10	142,369	6.31%	13.73
5.	Ira Zlotowitz	🇺🇸	rent productivity christmas	44,780	21	1,632	5.12%	12.29

Taplio

The 100 Best Linkedin Influencers about inflation

Looking for accounts sharing the most valuable insight on LinkedIn? You're in the right place.

Linkedin Analytics

Taplio

The 100 Best Linkedin Influencers about inflation

Looking for accounts sharing the most valuable insight on LinkedIn? You're in the right place.

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Linkedin Analytics