REYL & Cie’s Wealth Management teams are fully dedicated to managing the portfolios of private clients, whether they are entrepreneurs, executives, pensioners or private investors. By drawing on the full range of REYL Group’s competencies, they devise tailor-made investment solutions that are adapted to the evolutions of financial markets and to the individual characteristics of each client.
A highly personalised approach
REYL Intesa Sanpaolo offers highly personalised portfolio management services, based on an in-depth understanding of each individual client’s personal and professional parameters. To achieve this goal, REYL Intesa Sanpaolo portfolio managers carry out a detailed analysis of each client’s risk profile, investment horizon, personal circumstances, and sustainability preferences before proposing asset allocation solutions which correspond precisely to these criteria.
A full range of products and services
REYL Intesa Sanpaolo’s clients can choose between discretionary management, advisory or execution-only services. Portfolios are constructed according to each client’s instructions, covering all asset classes traded on developed and emerging markets. Teams dedicated to foreign exchange dealing, alternative investments or structured products provide additional technical expertise. In addition, REYL Intesa Sanpaolo regularly offers its clients privileged access to private equity and private debt transactions.
Optimising Wealth Management
REYL Intesa Sanpaolo’s Wealth Management services also include legal and tax analysis, the review and implementation of lombard or structured credit solutions, and the creation of dedicated investment vehicles. REYL Intesa Sanpaolo’s overall objective is to offer each and every client personalised services that provide a high level of added value in terms of performance, risk management and wealth optimisation.
Wealth Management services
- Discretionary & advisory mandates
- Execution only
- Tailored custody solutions
- Lombard & hybrid credit
- Alternative & private assets advisory (shared function with Asset Management)
- US clients custody & advisory (strictly through REYL Overseas Ltd)
- External Asset Managers
External Asset Managers services
- Dedicated team of experts serving the EAMs
- Access to a variety of booking centres: Switzerland, Luxemburg, Dubai
- Access to REYL Intesa Sanpaolo’s 360° competencies
- Connection to the REYL IT platform
Meet us through this short video.
More information about the REYL Group