REYL Overseas

In the dynamic world of investments, strategic diversification emerges as a beacon of stability, providing investors with the power to explore diverse opportunities across various asset classes. Its global implementation enhances portfolio returns and serves as a resilient shield against the tumultuous tides of domestic market fluctuations.

In the heart of this approach lies Switzerland, a paragon of political and economic stability, neutrality, and financial reliability. As a global financial hub, Switzerland commands a significant share, managing 27.5 percent of the world’s cross-border assets, as per a report by the Swiss Bankers Association. The prowess of Swiss wealth managers stands as a testament to unparalleled service quality and discretion, positioning them at the forefront of cross-border wealth management and private banking.

Leading this charge is REYL Overseas, a Zurich-based wealth management firm, catering to high-net-worth investors in the U.S. and/or with a U.S. nexus. As an independent advisory firm registered with the Securities and Exchange Commission (SEC), REYL Overseas empowers these investors to realize their global investment aspirations through meticulous portfolio diversification across Switzerland, Europe and beyond. Driven by dedicated personal relationship managers, the firm’s offerings encompass discretionary and advisory portfolio management, estate planning, legal and tax advisory, patrimonial analysis, and meticulous portfolio consolidation and monitoring. These services are underpinned by partnerships with esteemed custodian banks like Pictet, Julius Baer, and REYL & Cie Ltd.

As a subsidiary of REYL Intesa Sanpaolo, REYL Overseas seamlessly harnesses its parent company’s technological prowess and premium offerings. This synergy affords clients access to a suite of services, ranging from entrepreneur and family office support, corporate financing, loans, and mortgages, to comprehensive advisory and structuring solutions.

CEO of REYL Overseas, Roger Gröbli, emphasizes their distinctive approach: “Our positioning lies in delivering personalized care tailored to the diverse needs of our clients. This ethos sets us apart amidst competition.”

Navigating complex financial landscapes is a hallmark of REYL Overseas, offering seamless processes in areas including tax filing, portfolio diversification, European property acquisition, accessing funding outside of the U.S. financial system, and even acquiring gold certificates in Switzerland.

REYL Overseas crafts bespoke solutions through an open architecture model, optimizing advantages. For instance, addressing concerns about tax implications during international diversification, the firm facilitates the filing of tax reports in compliance with e.g., IRS regulations. The firm also guides clients in strategically investing a portion of their wealth in Switzerland, harnessing the potential returns from the robust Swiss franc.

A testament to REYL Overseas’ expertise is its engagement with a client who divested part of their company to a European counterpart. The firm’s investment banking team seamlessly facilitated the transaction and subsequently guided the client towards a thoughtfully curated portfolio, resulting in enhanced returns and optimized financial gains.

Mr Gröbli positions REYL Overseas as an agile and independent speedboat complementing the grand vessel of REYL Intesa Sanpaolo. Drawing from the parent company’s top-tier research on stocks, bonds, private equity, and alternative investments, REYL Overseas maintains bottom-up autonomy. Its in-house investment team curates a portfolio of best-in-class investments, ensuring no adverse tax implications for clients. In a testament to its commitment, the firm houses its own middle office to cater independently to clients not affiliated with REYL Intesa Sanpaolo.

Backed by REYL Intesa Sanpaolo’s global presence, extensive U.S. network, strategic partnerships with custodian banks, and an arsenal of in-house capabilities, REYL Overseas emerges as the premier choice for U.S. investors seeking international portfolio diversification.