Wealth & Money Management Awards 2018

2018 Wealth & Money Managaement Awards 23 Company: Acuity Management Limited Contact: Tracy Sawyerr Tel: + 44 (0) 203 6033722 Web Addr ess: www.acuityag.com AI180016 Best Multi-Family Wealth Management Boutique - Switzerland Synergy Asset Management SA, a multi-family office, is a Swiss based asset management company and member of the Swiss Group of Independent Financial Advisors (GSCGI). 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: Jon tan Lisalde Address: 7, rue François-Bellot, Geneva, 1206, Switzerland Phone: 004 1 77 954 90 42 Website: synergy-wealthgroup.com Founded in 1999, Synergy has flourished since inception, and today it operates offices in Geneva, London, Lugano, Dubai, Bahamas, Hong Kong, Mauritius and New Delhi. 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 corporates for over 15 years. As of 1 January 2016, Synergy manages 2.6 billion for Institutional and Private clients. The family office services available through Synergy provide resources and support to enable a family to manage the business of their wealth. In addition to providing investment management services, the team also acts as facilitator and coordinator for a family’s financial fabric and help to put in place the many services that uniquely suit the family’s needs, goals and objectives. Fundamentally, the team at Synergy believe that a fully equipped family office protects client assets by providing for tax and estate planning (including intergenerational wealth transfer planning), consulting and providing various age and stage in life appropriate educational programs for children and other family members and developing appropriate holding structures. Growth in assets is achieved through investment management services by both careful asset allocation and vigorous selection processes for asset managers. In addition, complete control over the firm’s client’s wealth is assured through providing for global custody arrangements and efficient reporting and monitoring. In the asset management space, Synergy offers a range of services including an Income Portfolio for Capital protection; a Conservative Portfolio to provide higher income with low volatility; a Balanced Portfolio for asset allocation among diverse asset classes ensuring highest diversification to contain risk while enjoying market returns; and a Growth Portfolio that can take advantages of stronger market movements. All of these solutions help the firm to achieve its core focus: to create a portfolio that is tailor-made to its client’s specific needs and requirements. This will remain the firm’s core focus as it looks towards a bright future.