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Annual Report
FINANCIÈRE SYZ SA ANNUAL REPORT 2019 ANNUAL REPORT 2019 FINANCIÈRE SYZ SA FROM THE SYZ COLLECTION : SYLVIE FLEURY_COMPOSITION AVEC BLEU, JAUNE ET BLANC, 1992_ ACRYLIC AND SYNTHETIC FUR ON WOOD, 43 X 33 CM Throughout 2019, the SYZ Group’s three Chief Executive Officers worked to strength- en their businesses based on our clients’ current and future needs. LETTER FROM THE BOARD OF DIRECTORS Last year, investors focused on every economic hiccup and to broaden our offer in liquid and illiquid alternatives that are sign of geopolitical tension for clues that the global economy’s uncorrelated to more traditional markets to help our clients record bull run was coming to an end. This year, the coronavirus diversify their asset allocations. pandemic has dragged us into a downturn more dramatic than Once the shock of the coronavirus crisis has passed, we believe anyone anticipated. that central banks and governments will have created the Throughout 2019, the SYZ Group’s three Chief Executive monetary and fiscal conditions for a solid recovery. We are living Officers worked to strengthen their businesses based on our through a unique period of turmoil, but one that does not alter clients’ current and future needs. That means maintaining our the underlying global dynamics. As shown by the unprecedented commitments to those same values of excellence, innovation levels of government fiscal spending, we do not believe that the and independence that have formed our core principles since end of the bull market has brought with it the end of the era our founding 24 years ago. One of these principles is that we of persistently low-to-negative interest rates. -
Annual Report 2020
Financière Syz SA — Annual Report 2020 “Preserve and grow your wealth for the future with a private bank that understands what matters to you. Invest for the long-term, for your family with ours.” We’re here to help you to protect, grow, enjoy, transmit, and give purpose to your wealth. We founded Syz to offer an alternative to the traditions of Swiss Private Banking. Instead of secrecy and product pushing we’re focused on asking the right questions, listening to what you tell us, delivering good performance, and providing great service. Put your wealth to work for the days, decades and generations ahead with Syz, for the future… Letter from the board of directors Last year emphasized just how many daily activities we took for We used our e-banking platform proactively to the benefit of Reforest granted as so many habits were impacted by the Covid-19 pandemic. Action Network. With this pioneering, non-profit organization we Yet the world’s economies and markets have proven remarkably planted over five thousand trees last year, one for each statement resilient, with the help of huge support from governments and that was no longer printed and posted. central banks. 2020 did not alter our ambition to be a leader among Swiss private After such disruptions, it is a testament to the skill and dedication banks and investment specialists, always questioning the status quo of all our staff that we ended 2020 financially stronger than we in our approach to managing assets, and building portfolios for those began the year. While the Group reported a loss of CHF 8.2 million, who entrust us with their investments. -
40000000 Syz Fiduciary Certificates Issued on A
Level: 1 – From: 1 – Monday, November 20, 2006 – 3:27 pm – g5mac4 – 3501 Intro : 3501 Intro Listing Prospectus €40,000,000 Syz Fiduciary Certificates Issued on a fiduciary basis by J.P. Morgan Bank Luxembourg S.A. (incorporated as a public limited liability company (société anonyme / Aktiengesellschaft) incorporated under the laws of the Grand Duchy of Luxembourg and registered with the Luxembourg trade and companies register under number B-10.958) For the purposes of subscribing for 40,000 Participation Securities in Banque Syz & Co SA and 40,000 Non-voting Preferred Securities in Syz & Co Finance Limited, a wholly-owned subsidiary of Banque Syz & Co SA Issue price: 100% The Syz Fiduciary Certificates are issued on a fiduciary basis by J.P. Morgan Bank Luxembourg S.A., a bank licensed in Luxembourg and incorporated as a public limited liability company (société anonyme / Aktiengesellschaft) under the laws of the Grand Duchy of Luxembourg (the “Fiduciary”). The Syz Fiduciary Certificates are divided into certificates (the “Certificates” and each a “Certificate”) in registered form in the nominal amount of €1,000 each. All references in this Listing Prospectus to the Certificates being issued by the Fiduciary shall be understood to mean that the Certificates are being issued by the Fiduciary on a fiduciary basis. With the proceeds of the issue of the Certificates, the Fiduciary will, in its own name, on a fiduciary basis, but at the sole risk and for the exclusive benefit of the holders of the Certificates (the “Certificateholders” and -
Annual Report 2020
Bank Syz Ltd — Annual Report 2020 “Preserve and grow your wealth for the future with a private bank that understands what matters to you. Invest for the long-term, for your family with ours.” We’re here to help you to protect, grow, enjoy, transmit, and give purpose to your wealth. We founded Syz to offer an alternative to the traditions of Swiss Private Banking. Instead of secrecy and product pushing we’re focused on asking the right questions, listening to what you tell us, delivering good performance, and providing great service. Put your wealth to work for the days, decades and generations ahead with Syz, for the future… Delivering Performance Through 2020 2020 delivered the greatest economic and social shock of our low and inflationary pressures, at least in 2021, are more about working lives. Despite the challenges to our health at a personal catching-up with the ongoing recovery. and global level, still, the support of governments and central banks This is providing tactical opportunities to capitalise on higher growth meant that our economies and even markets have weathered the and inflation in the first part of 2021. The recovery is temporarily challenges of a year none of us are likely to forget. challenging duration risk and structural growth equity positions as The economic shocks had a volatile impact on valuations, testing our markets turn to cyclical sectors. investment philosophy. We were gratified to see that this investment Gold played a role in contributing to cushioning some of the model, first put in place in 1996, proved robust and allowed us to market’s downturns in March 2020, and just like other assets, we report resilient returns to our clients. -
Annual Report
FINANCIÈRE SYZ SA ANNUAL REPORT 2019 ANNUAL REPORT 2019 FINANCIÈRE SYZ SA FROM THE SYZ COLLECTION : SYLVIE FLEURY_COMPOSITION AVEC BLEU, JAUNE ET BLANC, 1992_ ACRYLIC AND SYNTHETIC FUR ON WOOD, 43 X 33 CM Throughout 2019, the SYZ Group’s three Chief Executive Of!cers worked to strength- en their businesses based on our clients’ current and future needs. LETTER FROM THE BOARD OF DIRECTORS Last year, investors focused on every economic hiccup and to broaden our offer in liquid and illiquid alternatives that are sign of geopolitical tension for clues that the global economy’s uncorrelated to more traditional markets to help our clients record bull run was coming to an end. This year, the coronavirus diversify their asset allocations. pandemic has dragged us into a downturn more dramatic than Once the shock of the coronavirus crisis has passed, we believe anyone anticipated. that central banks and governments will have created the Throughout 2019, the SYZ Group’s three Chief Executive monetary and !scal conditions for a solid recovery. We are living Of!cers worked to strengthen their businesses based on our through a unique period of turmoil, but one that does not alter clients’ current and future needs. That means maintaining our the underlying global dynamics. As shown by the unprecedented commitments to those same values of excellence, innovation levels of government !scal spending, we do not believe that the and independence that have formed our core principles since end of the bull market has brought with it the end of the era our founding 24 years ago. -
Sustainable Investing, ESG, and Industry Insight Anna M
SIT Graduate Institute/SIT Study Abroad SIT Digital Collections Independent Study Project (ISP) Collection SIT Study Abroad Spring 2018 Shaping our World for a Better Tomorrow: Sustainable Investing, ESG, and Industry Insight Anna M. Ballate SIT Study Abroad Follow this and additional works at: https://digitalcollections.sit.edu/isp_collection Part of the Finance and Financial Management Commons, Growth and Development Commons, International and Area Studies Commons, International Business Commons, and the Portfolio and Security Analysis Commons Recommended Citation Ballate, Anna M., "Shaping our World for a Better Tomorrow: Sustainable Investing, ESG, and Industry Insight" (2018). Independent Study Project (ISP) Collection. 2805. https://digitalcollections.sit.edu/isp_collection/2805 This Unpublished Paper is brought to you for free and open access by the SIT Study Abroad at SIT Digital Collections. It has been accepted for inclusion in Independent Study Project (ISP) Collection by an authorized administrator of SIT Digital Collections. For more information, please contact [email protected]. Shaping our World for a Better Tomorrow: Sustainable Investing, ESG, and Industry Insight Anna M. Ballate SIT: Banking, Finance, & Social Responsibility Anna M. Ballate 2 Professor Jovanovic ITRN 3000 4 May 2018 Table of Contents Shaping our World for a Better Tomorrow ......................................................................... 1 Acknowledgments .............................................................................................................. -
Annual R Eport 2014
nplusone.com Annual Report 2014 Annual Report 2014 2014 Annual Report 19 Investment Banking M&A Acquisition of a stake of the TAP Project by Enagas (page 22-23) Debt advisory Debt advisor to Equistone on establishment of a leading digital marketing alliance (page 24-25) Capital markets Advisors in the biggest initial public offering in Spain since 2007 (page 26-27) 05 Corporate Portfolio Advisors Sale of Catalunya Banc: an innovative design Corporate Thoughts key to the succesful sale of the entity (page 28-29) The general will vs. the will of all Research and brokerage Extel 2015: good news in Spain and the UK (page 30-31) 09 About us N+1 at a glance (page 10) Merger with Dinamia(page 12) Leadership (page 14) People (page 16) IN 2014 GROSS INCOME OF EDINBURGH CORPORATE FINANCE NEWCASTLE €69.1mn LEEDS 70 LUXEMBOURG DEALS CLOSED IN 2014 LONDON FRANKFURT AND ATTRIBUTABLE NET PROFIT OF PARIS ZURICH ASSETS UNDER MANAGEMENT BILBAO ISTANBUL IN OCTOBER 2015 OF ZARAGOZA MILAN €14.1mn MADRID €2.9bn BARCELONA 19 Investment Banking M&A Acquisition of a stake of the TAP Project by Enagas (page 22-23) Debt advisory Debt advisor to Equistone on establishment of a leading digital marketing alliance (page 24-25) Capital markets Advisors in the biggest initial public offering in Spain since 2007 (page 26-27) Corporate Portfolio Advisors Sale of Catalunya Banc: an innovative design key to the succesful sale of the entity (page 28-29) Research and brokerage Extel 2015: good news in Spain and the UK (page 30-31) 49 2014 Annual Report 33 Alternative Asset -
The Legitimation Card and “Ci” Permit
THE LEGITIMATION CARD AND “CI” PERMIT What you should know as a spouse! CONFEDERA Département suisse des af TION SUISSE faires étrangèr es Nom Prénom Titr e/ Profession Date de naissance Nationalité CONFEDERA Département suisse des af TION SUISSEes CONFEDERA faires étrangèr Département suisse des af Nom TION SUISSE CONFEDERATION SUISSE Prénom Titre/ Profession Nom fair Département suisse des affaires étrangères es étrangèr Date de naissance Nationalité Pr énom Date de naissance CONFEDERA es Département suisse des af Nom Titr CONFEDERA e/ Pr Département suisse des af TION SUISSENationalité ofession fair Prénom es étrangèr TION SUISSE Nom es Prénom fair Titre/ Profession Nom Titr e/ Pr es étrangèr CONFEDERADate de naissance ofession Date de naissance Département suisseNationalité des af Pr énom Nationalité es CONFEDERATION SUISSE Titr Date de naissance Département suisse des affaires étrangères e/ Pr Natinalité ofession Nom TION SUISSE Prénom Titre/ Profession CONFEDERA Département suisse des af fair Nationalité Date de naissance Nom es étrangèr TION SUISSE fair Pr es es étrangèr énom Nom Date de naissance es Pr Titr énom e/ Pr Date de naissance CONFEDERA Département suisse des af Titr TION SUISSEofession e/ Pr Nationalitéfaires étrangèr ofession es Natinalité Nom Prénom Titre/ Pr ofession Date de naissance Nationalité EDITOR: F-Information 67 rue de la Servette 1202 Genève tel : 022 740 31 00 - fax : 022 740 31 44 [email protected] www.f-information.org WRITER Camille Maulini, lawyer TRANSLATOR MWS Marc Woodwars Service DESIGN Emilie -
Im Global Partner and the SYZ Group Enter Into a Strategic Partnership to Develop the OYSTER Fund Range
iM Global Partner and the SYZ Group enter into a strategic partnership to develop the OYSTER fund range. London, Geneva, Paris, 3 February 2020 – The SYZ Group and iM Global Partner are pleased to announce the signing of a collaborative partnership to evolve the OYSTER fund range. Under the new strategic direction, both entities will join forces to reposition the successful pan-European fund distribution platform created more than two decades ago by the SYZ Group. Under the agreement, iM Global Partner is expected to acquire SYZ Asset Management - Luxembourg (“SAM Luxembourg”), OYSTER Sicav’s Luxembourg-domiciled management company. SAM Luxembourg has distribution agreements with about 80% of Europe’s open architecture fund distributors and is present in most major European fund markets through a locally based, multilingual sales & marketing team. The acquisition, which remains subject to approval by the relevant regulatory authorities, is due to be completed in the first quarter of 2020. The €2 billion AUM OYSTER fund range will continue to be managed by SAM Luxembourg and, subject to regulatory approval, will benefit over time from outstanding fund managers selected by iM Global Partner. This partnership will provide the opportunity to refine and grow the range of high performing strategies offered to existing and new investors. Harnessing global opportunities The evolution of OYSTER will leverage existing local market footprints, while harnessing global opportunities. The sales force, based in France, Italy, Switzerland, Germany and in the UK, will integrate into iM Global Partner’s International Distribution team, reporting to Jose Castellano, Deputy CEO of iM Global Partner and Head of Distribution (ex US). -
Activity Report 2018
ACTIVITY REPORT 2018 Presented to the General Assembly on 24 June 2019 at the Domaine du Château de Collex TABLE OF CONTENTS Message from the Chairman 1 Activities 2018 2 Activities 2019 (1st Semester) 6 The Diplomatic Club in numbers 9 The Diplomatic Club in pictures 12 Committee Members 14 Honorary Members 15 Operational Team 15 Acknowledgements 16 TABLE OF FIGURES Figure 1: Distribution of members by sector of activity as of 31.12.2018 9 Figure 2: Number of Diplomatic Club’s events in 2018 10 Figure 3: Distribution of events by themes 11 Figure 4: Language of events 11 ACTIVITY REPORT 2018 MESSAGE FROM THE CHAIRMAN Dear Members, As a unique hub for ideas and experiences, International Geneva is the world’s leading center in terms of concentration of international actors and meetings. The Diplomatic Club embodies this image. Recognized as the official Club of International Geneva by the Swiss Confederation, the Republic and Canton of Geneva, the City of Geneva and the United Nations Office at Geneva, the Diplomatic Club is cherished by decision-makers and opinion leaders who meet there to exchange ideas and discuss current issues, all while developing synergies between their respective institutions and cultivating a rich and exclusive network of relationships. Thanks to the invaluable support of the Fondation pour Genève, the Diplomatic Club of Geneva offers every year to its members more than twenty high-level events. These include round-table discussions, conferences, receptions and excursions, which all participate in bringing to the fore the countless riches of International Geneva. More than ever, the Diplomatic Club is confirming its dynamism with over 750 members and the willingness to offer a program which addresses the key themes of International Geneva such as humanitarian action, human rights, global health issues and sustainable development. -
List of All 79 Members and Network Partners of Swiss Sustainable Finance (Feb
List of all 79 members and network partners of Swiss Sustainable Finance (Feb. 09, 2015) Members Abels Avocats Globalance Bank Adveq Management AG Helvetia Insurance AlphaMundi Group Ltd. Impact Finance Management SA Alternative Bank Schweiz AG Inrate Ltd AST FEE Schweiz. Anlagest. Für Erneuerbare Energien Julius Baer Group Ltd Bamboo Finance LGT Group Bank J. Safra Sarasin MIRABAUD et Cie SA Banque Bonhôte & Cie SA Nest Collective Foundation Banque Lombard Odier & Cie SA Notenstein Private Bank Ltd Banque Pâris Bertrand Sturdza SA OnValues Banque SYZ & CO SA Partners Group Baumann & Cie Prakriti Projects Ltd. BHP - Brugger and Partners Ltd. PwC BlueOrchard Finance S.A. Raiffeisen Switzerland BSI SA REES AG Café Europe Textagentur GmbH RepRisk AG CANDRIAM INVESTORS GROUP responsAbility Investments AG Clarmondial RobecoSAM AG CONINCO Explorers in finance SA South Pole Group Conser Invest Suva Contrast Capital Swiss Investment Fund for Emerging Markets (SIFEM) Covalence EthicalQuote Swiss Mobiliar Cooperative Company De Pury Pictet Turrettini & Co LTD Swiss Philanthropy Foundation E2 Management Consulting AG Swiss Re EBG Investment Solutions Swisscanto Asset Management Ltd. Edmond de Rothschild (Suisse) S.A. Symbiotics SA Eltaver AG The Pictet Group Emerald Technology Ventures Inc. Thurgauer Kantonalbank Ethos Foundation Unigestion SA Fondation Guilé VELUX STIFTUNG ForestFinance Ltd. Vietnam Holding Asset Management Forma Futura Invest Inc. Vontobel Fundo SA Zurmont Madison Private Equity Global Infrastructure Basel Foundation Network partners -
Banque SYZ Voted “Best Private Banking Boutique”For the Sixth Year Running
PRESS RELEASE Banque SYZ voted “Best Private Banking Boutique”for the sixth year running Geneva 1 November 2019 – For the sixth year running, Banque SYZ has been voted “Best Private Banking Boutique” at the Global Private Banking Awards 2019, organised by PWM Professional Wealth Management and The Banker, both Financial Times Group Publications. Awarded to Banque SYZ for the sixth year running at an awards ceremony held in London on 31 October, this prestigious prize recognises the unique qualities of an institution that is seen as a real success story of the Swiss-based finance scene. As is the case every year, the "Best Private Banking Boutique" category was closely contested, with candidates including many European and American banks. Made up of a panel of opinion leaders in finance from around the world, the jury said it was impressed with Banque SYZ’s expertise in investing, which is the main differentiator to much of the competition. They noted the bank is moving into new strategies, including private equity. “We are very honoured to have received this award for the sixth time. This award recognises our differentiated approach in delivering a combination of institutionalised investment processes and tailored investment solutions, including alternative investments,” says Yvan Gaillard, CEO of Banque SYZ. “Being a boutique firm is, above all, a question of attitude. For me, this means prioritising the human element and always being committed in creating value for our clients”, he adds. For further information, please contact: Leila Bernasconi Tel.: +41 (0)58 799 17 42 Email: [email protected] About SYZ Group Founded in Geneva in 1996, SYZ is a fast growing Swiss banking group exclusively dedicated to asset management, through two complementary business lines: high-end private banking and institutional asset management.