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Charles-Henry Monchau, CFA, CMT, CAIA

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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

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