Banque Syz Sa
$363M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$158M
$251M
2017
2025
Same-firm comparison: 1 firms that reported Banque Syz Sa in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Ssa Swiss Advisors Ag | $221M | $817M | 27.0% | 03/24/2026 |
| Baseline Wealth Management Ltd. | $142M | $1.1B | 13.1% | 03/31/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.