A CLIENT CENTRIC APPROACH November 2015
SYZ WEALTH MANAGEMENT IN BRIEF A unique A wide A global corporate spectrum of coverage culture capabilities Client centric Discretionary mandates to cater our clients' Swiss banking group with organisation individual needs 21 locations worldwide, of which 15 Wealth Entrepreneurial spirit Advisory business with rich cross-asset Management expertise Strive for Investment professionals performance Global Investment Solutions with outstanding in 4 continents and 5 time expertise in hedge funds zones Fees based on performance Private Equity and Corporate Advisory services Close proximity to our through first-in-class partnerships clients, tailoring our approach to their needs Wealth planning with holistic approach Broad credit offering to leverage client assets and finance external investments Trading services with full-fledged trading desk 2/29 November 2015
SYZ HISTORY A SUCCESS STORY SINCE 20 YEARS 2015 2014 Corporate Advisory & Private Equity Services Acquisition of Royal Bank of Canada (Suisse) SA Dubai office 2012 SYZ Swiss Advisors launched 2011 Paris office Higgs boson’s existence is experimentally confirmed 2010 SYZ Asset Management founded The eruption of Icelandic volcano Eyjafjallajökull causes major 2009 disruption to air travel in Europe 1996 N+1 SYZ launched Banque SYZ founded OYSTER launched IBM’s Deep Blue Barack Obama elected beats World first African-American champion Kasparov president of the US 1st non-stop flight SpaceShipOne: the first 2007 around the world by balloon, piloted by ever private space flight Hong Kong office Bertrand Piccard and Brian Jones 1999 The launch of the iPod SYZ Bank & Trust Nassau revolutionises music- Lugano office listening behaviour 2000 Locarno office 2004 2001 ALBERTINI SYZ 2003 2002 London office gets banking licence Zurich ALBERTINI SYZ Luxembourg office office founded 3/29 November 2015
ERIC SYZ A TRUE ENTREPRENEUR Eric Syz is the majority shareholder and CEO of the SYZ Group. Eric Syz comes from a Zurich industrial family, which was notably among the founders of Credit Suisse and Zurich Insurance. He began his financial career on Wall Street in 1981. In 1984, he joined the Geneva-based private bank Lombard Odier & Cie, working in asset management , mergers & acquisitions, promoting and designing the group’s products and analysing hedge funds, a category in which he has built robust expertise since the 1980s. In 1996, he founded the SYZ Group with Alfredo Piacentini and Paolo Luban. Banque SYZ has enjoyed strong growth and is acknowledged by its peers as a true success story in the Swiss banking world. A major contemporary art collector, Eric Syz is one of the most respected figures in the Swiss banking sector and a key player in the sector’s transformation into a forward-looking financial centre. 4/29 November 2015
WHAT WE STAND FOR… ENTREPRENEURIAL SPIRIT CREATED FOR OUR CLIENTS CREATED TO PERFORM Independent We began by listening Expertise to our clients’ needs Founded by Specialisation true entrepreneurs We then built our bank to Modern bring them real solutions Free from conflicts investment style of interest Fees based on performance 5/29 November 2015
…AND WHAT SETS US APART Putting the client first Absolute performance Instead of asking our clients to adapt Our benchmark is absolute to our processes, our model is based performance , not a stock market index on our clients' real concerns We are clearly motivated to seek out the best asset managers and the highest performing products Capital protection is A comprehensive view our top priority of wealth The best way to make gains We take into account all of your wealth , is to avoid losses without limiting ourselves to your portfolio alone Aligning our interests An approach based on net return, after tax We are totally independent , enabling us to avoid conflicts of interest We take costs and the tax impact into Our remuneration depends consideration in our investment approach on our clients satisfaction 6/29 November 2015
WE ARE CREATED FOR OUR CLIENTS… CLIENT NEEDS SYZ OFFERING CLIENT Taking into account our Customised offerings clients' real concerns to cater individual needs Holistic approach Broad range of wealth to client needs management services SYZ EMPLOYEES Dedicated to Highest their clients professional standards 7/29 November 2015
…AND WE ARE CREATED TO PERFORM SELECTION OF THE BEST ACTIVE ASSET MANAGERS MANAGEMENT PERFORMANCE We invest independently Our objective is to provide of stock market indices the best asset management Our size gives us agility We supplement our in-house skills with the world’s best specialists RISK MANAGEMENT Extensive use of Use of products with hedging techniques asymmetrical profiles 8/29 November 2015
FINANCIALLY STRONG WITH CONTINUOUSLY GOOD TRACK RECORD CONTINUOUS GROWTH SOLID CAPITAL RATIO GOOD RATINGS Baa2 CHF bn 60 +17% 16% by Moody's 40 40 A2/P-1 29 29 25 20 Tier-1 ratio in 2016 for long-term/ 0 2012 2013 2014 2015 short-term deposits AuM of CHF 40bn in 2015 Estimated Tier-1 Group rated Baa2 on 21 May 2015 ratio of 16% in 2016 17% annual growth since 2012 Placed under review for possible downgrade on 23 July 2015 due to the announced acquisition of RBC (Suisse) SA 9/29 November 2015
SYZ GROUP OFFERING OVERVIEW OF OUR SERVICES AND EXPERTISE SYZ ASSET OYSTER OYSTER SYZ AM MANAGEMENT Funds Alternative Funds Independent Asset Private clients SYZ Swiss Advisors Managers Advisory/ Global Investment Discretionary SYZ WEALTH Research Solutions MANAGEMENT Wealth Credit Trading planning 10/29 November 2015
SYZ ASSET MANAGEMENT A SUCCESSFUL BOUTIQUE PLAYER Multi-boutique offering Clear commitment focused on active management to performance expressed through 5 principles Equities : Europe, Italy, US, Japan, Emerging Markets, Global, High Dividend, Alpha generation Market Neutral Focused portfolios Fixed Income : CHF, EUR, EUR Corporate, Non-dogmatic investments USD, High Yield, Convertibles, Flexible Unrestrained fund management Multi-Asset : Absolute Return, Diversified, Real Return Inflation linked, Active Innovation Protection. Multi-Manager : Alternative investments Comprehensive Swiss and international investment teams institutional client base Experienced managers Pension funds, insurers, and team members corporates and investment funds Pure play strategists Investing either through the Group’s investment funds Proven track record or via segregated mandates 11/29 November 2015
SYZ ASSET MANAGEMENT WITH SPECIAL FUND OFFERING AND EXPERTISE OYSTER FUNDS OYSTER ALTERNATIVE SYZ AM FUNDS UCITS Luxembourg SICAV Selecting hedge funds and Swiss-domiciled funds for with pan-European and managing multi-manager funds is Swiss institutional investors Asian distribution one of the Group’s long-standing skills Focused on CHF fixed 26 strategies in the major asset SYZ’s 19-year track record is one income strategies classes and niche strategies of the longest in Europe Top-performing funds aimed A diversified single- and multi-strategy at a professional market alternative products offering Effective mix of in-house and external fund managers Recognised fund brand (ranked #34 in the Top 50 preferred fund brands in Europe 1 ) 1: Fund Buyer Focus/Morningstar 2014 ranking Note: Some funds may be restricted to qualified investors only and/or to certain jurisdictions 12/29 November 2015
SYZ WEALTH MANAGEMENT OUR OFFERING GLOBAL DISCRETIONARY INVESTMENT ADVISORY/ INVESTMENT MANAGEMENT PROCESS RESEARCH SOLUTIONS WEALTH ONLINE CREDIT TRADING PLANNING BANKING 13/29 November 2015
DISCRETIONARY VARIOUS PROFILES MANAGEMENT TO CATER OUR CLIENTS’ NEEDS Fixed Alternatives Equities Cash income 3% Defined risk budget Absolute High High liquidity 15% 62% 20% Return STANDARD PROFILES Low FX risk SPECIAL PROFILES 5% Dividend stocks 100% Medium Open Architecture Funds 15% 40% 40% Equities Stock-picking 100% Fixed High Yield or EM bias Moderate 15% 23% 52% 10% Income Income generation Oriented on protection 13% 10% 62% 15% CPI + Low against inflation Management fine-tuned to take into account No strict minimum size for special mandates local tax rules but ideally above USD/EUR/CHF 1mio FX : managed as an asset class Reference currencies : CHF/USD/EUR/GBP/CAD/SEK 14/29 November 2015
INVESTMENT HOW WE INVEST PROCESS Example: Portfolio management – Discretionary mandates CIO / Strategy Committee ACTOR Discretionary Portfolio Management Team Client via Relationship manager PROCESS Profile Market Model Strategy Implemen- Client Analysis definition Portfolio Grid tation Portfolio RISK CONTROL In-house Expected bottom-up returns analysis Volatility Restr. Man. review Tools TOOLS Neutral Top Down Fund points analysis analysis OW /UW Performance Fiscal review rules Risk Forecasts/ 3rd party Modelling analysis analysis 15/29 November 2015
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