Synergy Wealth Group

Overview

The firm provides personalized wealth management advice, investment strategy design, portfolio management, and solutions intended to preserve, grow, and transmit family wealth.²

History

Synergy Asset Management reports more than a century of combined asset-management experience across its team, with professional experience dating back to 1981.³

Leadership

- Jay Oberai, Founder and CEO: The firm says Oberai has more than 20 years of investment-business management experience, has managed portfolios exceeding $3B, and held leadership roles at Citibank and Coutts.⁴ - Fred Schut, CIO: Schut has more than 30 years of private-banking experience and previously led major private-banking divisions, including as Country Manager of Bank of America Switzerland.⁵ - Karl Bredy, COO: Bredy brings more than 30 years of experience in client relationships and investment management, including vice-president roles at Pictet Bank and EFG Private Bank.⁶ - Yiannis Skeparnias, Partner: Skeparnias has more than 20 years of experience advising family businesses and private-banking clients, following senior-banker roles at UBS and Bank Worms.⁷ - Edmond Viedma, Partner: Viedma has more than 25 years of experience in private banking and asset management, including roles at Ferrier Lullin & Cie and Bank of America.⁸

The broader team comprises seven people who collectively speak 12 languages and cover major regions worldwide.⁹

Services

Synergy Asset Management designs investment strategies, manages portfolios, and provides wealth management advice tailored to individual families. Its solutions are intended to support the preservation, growth, and intergenerational transfer of family wealth.²

What the firm offers

• Investment management

Client Focus

The firm serves families seeking customized wealth management from Geneva. Its client-first model is designed around each family’s needs and lifestyle, with relationships that can extend to second-generation clients.¹

Approach

Synergy Asset Management says it uses impartial data and analytics to guide asset management decisions and avoid opportunistic bets.¹⁰

The firm describes its investment approach as global asset allocation with customized strategies focused on sustainable, long-term returns. It also emphasizes Swiss values of security and discretion, client-first advice, and long-term relationships.¹¹

Assets and Minimums

The firm reports that Jay Oberai has managed portfolios exceeding $3B. Synergy Asset Management does not publish a firm-wide assets-under-management figure or a minimum investment requirement in the reviewed materials.⁴

Regulation

FINMA’s published list identifies Synergy Asset Management SA in Geneva as a licensed portfolio manager supervised by SO-FIT Organisme de Surveillance pour Intermédiaires Financiers & Trustees.¹²

FAQs

Related resources

• LocationMultifamily offices in Geneva

  This page provides context on multifamily offices serving Geneva and the surrounding market. A family considering Synergy Asset Management can use it to compare regional firms, review investment management offerings, and identify questions about local experience, client focus, and service scope.

• GuideMultifamily office services

  This overview explains the services a multifamily office may provide, including investment management, reporting, planning, and coordination. It helps a family or business owner assess which functions matter for their financial arrangements and discuss how those needs align with Synergy Asset Management's stated focus on each family's objectives and lifestyle.

• GuideHow to choose a multifamily office

  This guide outlines practical points for evaluating a multifamily office, such as ownership, services, communication, expertise, and conflicts of interest. Readers can use the questions when assessing Synergy Asset Management or speaking with other Geneva firms about investment management and their approach to long term family goals.

• GuideMultifamily office fees

  This resource describes common multifamily office fee structures and the expenses that may accompany investment management. A prospective client can use it to request clear explanations of advisory fees, portfolio costs, and other charges before comparing Synergy Asset Management with alternatives.

• Similar firms1875 Finance SA
  3T Family Office Ltd
  Afschrift

  These profiles offer nearby comparison points through 1875 Finance SA, 3T Family Office Ltd, and Afschrift. Reviewing their stated services, locations, and client focus can help a Geneva family or business owner prepare more specific questions for Synergy Asset Management about investment management and ongoing advice.

Sources

1. Synergy Asset Management
2. Synergy Asset Management services
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4. Synergy Asset Management team
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12. FINMA licensed portfolio managers list

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.