Alternative Investment Awards 2018

2018 Alternative Investment Awards 14 Best Multi-Family Wealth Management Boutique - Switzerland Synergy Asset Management SA, a Swiss multi-family office founded in 1999, is one of the top performing wealth management firms in Switzerland. Having won multiple awards and having pioneered the “ART and SCIENCE of WEALTH MANAGEMENT”, we profile the firm to learn more about the work it undertakes and explore the secrets behind its success. Company: Synergy Asset Management SA Contact: Jonatan Lisalde Address: 7, rue François-Bellot, Geneva, 1206, Switzerland Phone: 0041 77 954 90 42 Website: www.synergy-wealthgroup.com Synergy, through its group of companies, manages the assets of some of the wealthiest families in the world, with $2.6 billion assets under management from 150 clients. These clients originate from all over the globe, including Europe, Latin America, the Middle East, and Asia. Operating for over two decades with an impeccable reputation and close links to the State of Geneva, Synergy has evidently vast experience in understanding the investment needs of Ultra High Net Worth clients. They are members of the Swiss Group of Independent Financial Advisors (GSCGI). Synergy takes pride in delivering consistently higher returns than those of the top private banks. From 2007 to 2017, Synergy balanced portfolios have generated over 12% annualized returns annualized, placing it above the top 2% of global Multi family Offices. Its commitment to its clients has earned it multiple awards: - “Diamond Diversified Series - Outstanding Fund Managers Award” , by Société Générale - “Teamwork, Expertise, Professionalism, Integrity and Business Focus Award” , by BNP Paribas, 2016 - “Teamwork, Expertise, Professionalism, Integrity and Business Focus Award” , by BNP Paribas, 2017 The firm’s dedicated team draws on vast experience in wealth management, as the firm’s group companies have been providing clients with access to the world’s best financial structures, investment managers and business opportunities. Fred Schut, the Chief Investment Officer of Synergy, was the Country Manager for the Bank od America in Switzerland, holding a Masters of Law degree from the University of Leiden, the Netherlands. Jay Oberai, the CEO of Synergy, was the Global Head of Advisory at Coutts Banks, prior to which he was the AI180016 Head of Advisory for Citibank Private Bank EMEA. Jay holds a masters degree from the University of Cambridge, UK. Synergy continues to pioneer the Art and Science of Wealth Management by being at the forefront of technology and innovation. This is represented by its hosting of the Geneva Wealth-Tech forum in partnership with the Geneva State Government. This conference convenes the best Wealth-Tech startups with the large private banks, wealth managers and family offices, bridging the ecosystem between private and public sectors. They give awards for the best Wealth-Tech startups worldwide and have been investing in AI, blockchain and Quantum technologies. Jay sits on the board of a few VC firms and incubators in Silicon Valley, where he acts as mentor and angel investor. This gives Synergy a lead over most Multi Family Offices in the world. The future does look bright for this unique boutique in Switzerland.