Hyposwiss Private Bank Genève SA

Overview

Hyposwiss Private Bank Genève SA is headquartered in Geneva and is listed by FINMA as an authorised bank. The bank specialises in asset management for private clients.¹²

History

The Hyposwiss group reports that it was founded in 1889 and has maintained a private banking identity dedicated to wealth management.⁴

Leadership

The 2023 corporate-body report names Albert Lawi as Chief Executive Officer; Sébastien Joliat as Deputy Chief Executive Officer and Chief Financial Officer; Roni Hougui as Chief Operations Officer; James Lawi as Head of Private Banking; Stephan Lawi as Chief Investment Officer; and Sylvie Wehrli as Chief Compliance Officer.⁵

Alain Bruno Lévy serves as Chairman of the Board. Michel Broch is Vice-Chairman, and Eric Bernheim, Alexander L. Dembitz, Philippe Perles, and Nabil Jean Sab serve as board members.⁵

Services

Hyposwiss offers discretionary portfolio management, advisory mandates, and self-directed custody accounts. Its investment service can be delivered through discretionary or advisory mandates, with clients’ assets held at custodian banks.³⁶

The bank reports that its management and advisory fees are calculated on a tiered, declining-rate basis.³

What the firm offers

• Investment management

Client focus

The group describes its clients as individuals, families, and institutions.⁷

Approach

Hyposwiss says its approach combines traditional Swiss banking know-how with modern financial instruments. The group also describes a long-term emphasis on stability, reliability, continuity, and financial security.⁷

Assets under management

Hyposwiss reports consolidated assets under management of CHF 6.3 billion for 2022.⁸

FAQs

Related resources

• LocationMultifamily offices in Switzerland

  This overview of multifamily offices in Switzerland gives a regional frame for comparing firms that serve private clients, families, and institutions. It can help a reader place Hyposwiss Private Bank Genève SA's Swiss base and investment management focus alongside other office structures and service models.

• GuideMultifamily office services

  This guide outlines common multifamily office services, helping readers identify which needs may matter when reviewing an investment management provider. A family or business owner can use it to compare portfolio oversight with related services often considered alongside wealth management.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides directories of family offices and investors for readers researching the wider market. It may help a business owner or family identify comparable organizations, potential relationships, and firms serving private or institutional capital while assessing an investment management option.

• GuideThe annual MFO review

  The annual MFO review offers a recurring reference for readers tracking developments among multifamily offices. Reviewing its coverage can add current context when a Swiss private bank is being considered for wealth management or investment management by a family, business owner, or institution.

• Similar firms1875 Finance SA
  3T Family Office Ltd
  Afschrift

  Profiles for 1875 Finance SA, 3T Family Office Ltd, and Afschrift give readers nearby points of comparison on this site. Looking across these firms can help a family or business owner compare stated services, locations, and client focus with Hyposwiss Private Bank Genève SA.

Sources

1. FINMA authorised institutions list
2. Hyposwiss Annual Report 2021
3. Hyposwiss Fees
4. Hyposwiss Annual Report 2017 excerpt
5. Hyposwiss Annual Report 2023
6. Hyposwiss Fees
7. Hyposwiss Group Companies
8. Hyposwiss Annual Report 2022

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.