Alere Syon Family Office

Overview

Alere Syon Wealth Sàrl is a portfolio manager authorised by the Swiss Financial Market Supervisory Authority and affiliated with the Organisme de Surveillance des Instituts Financiers.¹² The firm has offices in Zug and Le Grand Saconnex, Switzerland.³ It provides wealth management and investment advice.²

The firm lists Integrity, Transparency, Independence, Professionalism and first class service among its values.²

History

Current founding information is unresolved in the available sources, so no founding year is stated.

Leadership

Maurizio Paserman is Co Founder and Managing Director.⁶

Ohad Greenfeld is Co Founder.⁷

Julien Jammet is Chief Investment Officer and leads the Investment Committee.⁸

Olivia Dahan is an external investment specialist and member of the Investment Committee.⁹

Tom O’Brien is Chief Operating Officer.¹⁰

Laurence Weil is Lead Account Manager.¹¹

Edouard Riva of Adresse Unique Sàrl is Compliance and Risk Management Officer.¹²

Giovanna M.A. Faccini Bizzini is an external consultant.¹³

Services

Investment management: The firm sets investment objectives, creates portfolios and reviews them over time.¹⁴

Wealth planning and tax: Wealth planning examines assets, financial needs, allocation and investment strategy, while structuring and relocation work coordinates with legal, accounting, trust and tax specialists.¹⁶¹⁷

Governance and family education: Family office support covers governance arrangements, family meetings, succession roles, directorship and protector services.¹⁸

Reporting and administration: Consolidation presents family assets globally with information on performance, risk and costs, while representation supports dealings with financial institutions and investment opportunities.¹⁹²⁰

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Family governance and education
• Administration and bill pay

Client focus

The firm serves international high net worth families and advises entrepreneurs in the United Kingdom, Europe and Israel.²⁷

Investment philosophy and approach

The firm says its portfolio work is designed to support long term capital preservation and growth.¹⁵

FAQs

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Sources

1. FINMA, authorised and supervised portfolio manager list, accessed 2026-10-23
2. Alere Syon Wealth, home, accessed 2026-10-23
3. Alere Syon Wealth, services, accessed 2026-10-23
4. Alere Syon Wealth, team, accessed 2026-10-23
5. Alere Syon Wealth, team, accessed 2026-10-23
6. Alere Syon Wealth, team, accessed 2026-10-23
7. Alere Syon Wealth, team, accessed 2026-10-23
8. Alere Syon Wealth, team, accessed 2026-10-23
9. Alere Syon Wealth, team, accessed 2026-10-23
10. Alere Syon Wealth, team, accessed 2026-10-23
11. Alere Syon Wealth, team, accessed 2026-10-23
12. Alere Syon Wealth, services, accessed 2026-10-23
13. Alere Syon Wealth, services, accessed 2026-10-23
14. Alere Syon Wealth, services, accessed 2026-10-23
15. Alere Syon Wealth, services, accessed 2026-10-23
16. Alere Syon Wealth, services, accessed 2026-10-23
17. Alere Syon Wealth, services, accessed 2026-10-23
18. Alere Syon Wealth, services, accessed 2026-10-23

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.