12 | Wealth & Finance Retirement Planning Awards 2024 Most Innovative Wealth Planning Practice 2024 - Switzerland Since its inception, Bank Syz has been at the forefront of understanding the plights of its clients, and working to develop solutions that resolve previously overlooked struggles. As we progress, so too does the legal complexity of clients’ asset structures – often times due to the internalisation of their exchanges – resulting in banks needing to leverage a more technical understanding of an individual’s personal and financial realities. This, in essence, is where Bank Syz excels. Where most may try to equip themselves with a generalised approach that, for the most part, won’t generate major solutions, Bank Syz instead makes use of its integrity, proportionality, expertise, lawfulness, simplicity, extensive network and bespoke analysis to provide its clients with services specifically catered to their needs. Through these values, Bank Syz allows bankers to strengthen their relationships with customers and generate analyses that aren’t limited by financial assets. Instead, its department has long since expanded its research to global assets too, resulting in an optimised analysis and solution process that truly fits each client’s requirements. All the while, Bank Syz promises to uphold a level of communication that oversees it listening carefully to its clients, making diligent assessments of their current situations, and working in an ‘open architecture.’ In essence, Bank Syz aims to depart from the industry’s favoured turnkey solutions in favour of sourcing solutions that are best suited to the personal, economic circumstances, and life projects of each client under its watch. In Bank Syz’s eyes, a solid and resounding understanding of the risks and opportunities in a client’s environment plays a pivotal role in implementing appropriate strategies that carefully safeguard what matters most to them. Having recognised this, the company has gone to great lengths to establish partnerships with a network of foundations and companies who are fully dedicated to implementing and supporting optimal pension planning structures. This, in turn, assists Bank Syz in furthering its services, be they pertaining to pre or post-retirement. Regardless, Bank Syz is fully equipped to deliver advice and guidance wherever it may be needed, all while respecting the individuality of each circumstance. In doing so, it has quickly become a standout entity within its industry, with its abundance of recognition merely serving to enhance its integrity. Bank Syz exemplifies what it means to be a compassionate wealth planning expert, with its services seamlessly complimenting those of traditional banking or pension planning support. However, where it differs is in its customisation, through which it can advise clients on issues or needs that revolve around their wealth, depending on their unique situations. The team accomplishes such a feat by listening, understanding, and discussing information with its clients, before delving into which wealth or financial plan may suit them best. Once a mutual agreement has been made, Bank Syz promises to flawlessly implement the solution, with its services further extending to the monitoring of said solution’s success. In short, Bank Syz is a collective that concerns itself with the individual – one that is passionate about taking the time to get to know its clients, all so it can deliver solutions that operate in tandem with their best interests. As such, it’s created quite the name for itself within the industry, with its overall impact being felt far and wide. We look forward to seeing what the future has in store for Bank Syz, and hope this recognition serves as a catalyst for its advancement. Contact: Pablo Astengo Company: Bank Syz Web Address: https://www.syzgroup.com/en/ Mar24152 Focused on offering retirement optimisation solutions to those who are looking to optimise the transition from wealth creation to transmission to the next generation, Bank Syz is a family-owned private bank whose effectiveness simply can’t be understated. Whether it’s assisting with pension, wealth and financial planning, advisory and discretionary portfolio management, or alternative investments, the collective has developed a structure that proudly serves high net worth clients internationally. Below, we venture into how Bank Syz secures the ideal outcome for each individual client.
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