Bertrand Dord

Banque Syz SA (Banque Syz) is the private banking subsidiary of Swiss banking group Financière Syz & Co. SA. Established in 1996, the firm is headquartered in Geneva and specializes in providing a range of asset management and advisory services including discretionary mandates and a range of Luxembourg-based mutual funds and hedge funds for private investors, high-net worth individuals, institutional clients and independent asset managers.

Part of Man Group Plc (Jersey), ASTERIA Investment Managers SA is a Swiss company that provides investment advice. The company is based in Geneva, Switzerland. The company was founded in 2019 by Natacha Guerdat. Guido Bolliger has been the CEO of the company since 2019. ASTERIA Investment Managers was acquired by Man Group Plc (Jersey) from Intesa Sanpaolo SpA on October 30, 2023.

Unigestion SA is the asset management subsidiary of Unigestion Holding SA in Switzerland. Headquartered in Geneva, the firm was founded in 1971 and manages a number of Luxembourg- and Swiss-domiciled funds primarily for institutional clients and high-net worth families. Unigestion is a signatory to the UN Principles of Responsible Investment (UNPRI) that integrates environmental, social and corporate governance criteria into their investment and decision making processes.

DOOR Ventures, Inc. engages in the development and provision of software solutions to access up-to-date and standardized fund information. It offers digital interface and workflow to upload the common fund information required by fund investors for due diligence. It serves fund investors and asset managers. The company was founded by Robert Ewan Sanders and Roland Joseph Meerdter in 2016 and is headquartered in Sparks, MD.

Quaero Capital SA (Quaero Capital) is an independent Swiss specialist fund management firm which was formerly known as Argos Investment Managers SA, founded in 2005 by Cristofer Gelli and Philip Best. Located in Geneva, the firm has additional offices in Zurich, Paris, London and Luxembourg. They have a partnership with Berger Van Berchem (Geneva) and Lloyd George Management (Hong Kong) for whom they distribute their funds.

Part of Financière SYZ SA, Oyster Asset Management SA is a Luxembourger company that provides fund management services. The company is based in Luxembourg, Luxembourg. The company was founded in 2001. The CEO is Katia Coudray Cornu.

Founded in 1906, M&G Securities Ltd. is a part of M&G Plc. The company is based in London, UK. M&G Plc is an international leader in savings and investments with more than five million customers.

Everup Ltd. offers a unique money account that incentivizes saving behavior. The company is based in St. Albans, UK. Customers can participate in games and lotto for a chance to win up to £1,000,000 weekly. The British company was founded in 2020 by Egi Messito and Giuseppe Caltabiano, with Giuseppe Caltabiano serving as CEO since 2020.

SYZ Asset Management (Luxembourg) SA engages in the provision of asset management services. It offers high conviction equities, total return, liquidity management, and alternative investments. The company is headquartered in Luxembourg.

Olympia Capital Management SA (OCM) is the France-based fund management subsidiary of Ambroisie Capital Holding SAS, itself a subsidiary of Kenmar Olympia Group in the US. Created by Marc Landeau in 1989, the firm is located in Paris with additional offices in New York, London and Zurich. The investment team is located in Paris with research analysts mainly in the overseas offices, facilitating their global reach. OCM offers a large range of diversified and thematic funds of funds to French and international institutional clients.

SYZ Capital AG engages in the provision of consulting services related to the structuring of financial products. It is a private markets investment and advisory specialist offering access to investments in private equity, private debt and real estate. The company was founded on April 18, 2018 and is headquartered in Zug, Switzerland.

Financière SYZ SA operates as a holding company, which specializes in asset and wealth management for private and corporate clients. It also manages investment funds and provides investment consulting services. The company was founded on November 7, 1996 and is headquartered in Zug, Switzerland.

Lombard Odier Asset Management (Switzerland) SA (LOAM Switzerland) is an investment advisory subsidiary of Lombard Odier Investment Managers Holding SA, ultimately held by Compagnie Lombard Odier SCmA in Switzerland. Formerly known as 1798 Global Partners (Switzerland) SA, the firm was founded in 1972 by Aziz Nahas and Hubert Keller and changed their name to Lombard Odier Asset Management (Switzerland) in 2010. LOAM Switzerland is headquartered in Petit-Lancy, Geneva.