My Global Advisor

Overview

My Global Advisor is the commercial name of Philippe Szokolóczy-Syllaba, a Swiss sole proprietorship established in 2005. The firm provides tailored wealth-management and wealth-monitoring services focused on preserving capital, reviewing assets regularly, and supporting wealth transfers across generations.¹

History

The business was established in 2005 as a Swiss sole proprietorship. The Swiss Official Gazette currently records its purpose as wealth advice, financial, tax, and corporate engineering, together with monitoring portfolios and asset managers.¹²

Leadership

Philippe Szokolóczy-Syllaba is the firm’s proprietor and current signatory.²

Services

My Global Advisor delivers personalized wealth management built around asset allocation and wealth-planning expertise. Its reviews consider financial assets alongside real estate, family businesses, and art to form a broader view of a client’s wealth.³

Clients may choose discretionary portfolio-management mandates or advisory mandates, with portfolios held at Swiss or international banks. Services include strategic and tactical asset allocation, market timing, open-architecture manager selection, and research on investment funds and fund-of-funds.³

The firm also assists with provider and counterparty selection, family-office support, tax and legal structuring, succession planning, and portfolio-performance comparisons. It works with clients’ existing banks, lawyers, and other providers while offering access to a network of experienced counterparties.³

What the firm offers

• Tax planning
• Estate planning
• Private and alternative investments
• Cross-border planning

Client Focus

The firm serves a limited number of individuals and families seeking tailored wealth management and ongoing monitoring. Its stated client work addresses capital preservation, regular asset reviews, and intergenerational wealth transfer.¹

Approach

My Global Advisor states that its investment approach uses modern portfolio theory and attributes about 90% of performance to asset allocation and about 10% to security selection.³

The firm says it is affiliated with PolyReg, a Swiss self-regulatory organization recognized by FINMA, and is a member of the Groupement Suisse des Conseils en Gestion Indépendants.¹

FAQs

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Sources

1. My Global Advisor presentation
2. Swiss Official Gazette of Commerce, January 9, 2025
3. My Global Advisor services

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.