SYZ Group

Geneve, Switzerland Founded: 1996 • Age: 30 yrs
Offers private banking, investment management, and advisory services globally.
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About SYZ Group

SYZ Group is a company based in Geneve (Switzerland) founded in 1996 by Alfredo Piacentini. It operates as a B2B, and Advisory Services. SYZ Group has completed 1 acquisition, including BHA Partners. SYZ Group offers products and services including Private Banking, Discretionary Management, Advisory Services, Digital Asset Services, and Wealth Planning. SYZ Group operates in a competitive market with competitors including Vontobel, Julius Baer, CA Indosuez Wealth, Lombard Odier and Banque Pâris Bertrand, among others.

  • Headquarter Geneve, Switzerland
  • Founders Alfredo Piacentini
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Banque Syz Sa
Operational Areas
Financial Services → Investment Management & Advisory
Financial Services → Private Capital & Alternative Investments
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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Products & Services of SYZ Group

SYZ Group offers a comprehensive portfolio of products and services, including Private Banking, Discretionary Management, Advisory Services, Digital Asset Services, and Wealth Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Wealth management for high-net-worth clients

Objective portfolio monitoring and management

Strategic insights for client portfolios

Secure management of digital investments

Solutions for multi-generational wealth transfer

People of SYZ Group
Headcount 50-200
Employee Profiles 73
Board Members and Advisors 5
Employee Profiles
People
Eric Syz
Group CEO
People
Marc Syz
CEO Syz Capital
People
Daniel Hannemann
CEO of Syz Asset Management
People
Ravi Renganathan
Associate Relationship Manager - Uk, Africa & Asia

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Board Members and Advisors
people
Giovanni Vergani
Board Member
people
Philippe Reiser
Chairman
people
Philippe Milliet
Board Member
people
Jean-Blaise Conne
Vice-Chairman

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Funding Insights of SYZ Group

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by SYZ Group

SYZ Group has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include BHA Partners. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Diversified asset management services are provided to investors.
1990
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - SYZ Group

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Syz Group Comparisons

Employees
+
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Competitors of SYZ Group

SYZ Group operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Vontobel, Julius Baer, CA Indosuez Wealth, Lombard Odier and Banque Pâris Bertrand, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of wealth management services
domain founded_year HQ Location
Private Banking firm offering wealth management services
domain founded_year HQ Location
Provider of wealth management services
domain founded_year HQ Location
Provider of wealth management services
domain founded_year HQ Location
Wealth management and investment advisory services are provided to clients.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Syz Group

Frequently Asked Questions about SYZ Group

When was SYZ Group founded?

SYZ Group was founded in 1996.

Where is SYZ Group located?

SYZ Group is headquartered in Geneve, Switzerland. It is registered at Geneve, Geneve, Switzerland.

What does SYZ Group do?

Syz Group is a family-owned bank specializing in wealth management, providing services like discretionary portfolio management, advisory, and digital asset investments. It operates through offices in Switzerland and internationally, serving high-net-worth individuals and families with bespoke solutions. The company emphasizes long-term success through objective investment strategies and aligns interests with clients for prosperity.

Who are the top competitors of SYZ Group?

SYZ Group's top competitors include Julius Baer, CA Indosuez Wealth and Vontobel.

What products or services does SYZ Group offer?

SYZ Group offers Private Banking, Discretionary Management, Advisory Services, Digital Asset Services, and Wealth Planning.

How many acquisitions has SYZ Group made?

SYZ Group has made 1 acquisition, including BHA Partners.

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