Alere Syon
Also known as Alere Syon Wealth Sàrl, Alere Syon Wealth
Swiss multi-family office (Alere Syon Wealth Sàrl), FINMA-licensed portfolio manager headquartered in Zug with a Geneva branch, serving international HNW families.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Zug, Switzerland
- FOUNDED
- 2015
Investment approach
- SECTORS
- Real Estate & PropTech
- ROUTES
- Direct investments
Overview
Alere Syon Wealth Sàrl describes itself as a Swiss multi-family office for international high-net-worth families, licensed by FINMA as a portfolio manager. Its services cover wealth planning, portfolio management, family governance, structuring and relocation, representation with financial institutions and consolidated reporting. It was set up in 2015 by Maurizio Paserman, formerly head of private banking at Bank Hapoalim Switzerland in Geneva, and co-founder Ohad Greenfeld; the head office is in Zug with a branch in Le Grand-Saconnex, Geneva.
People
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Alere Syon is a multi family office based in Zug, Switzerland, founded in 2015.
Alere Syon invests directly in companies.
Alere Syon invests in Real Estate & PropTech.
Key people at Alere Syon include Maurizio Paserman (Co-Founder and Managing Director), Ohad Greenfeld (Co-Founder), Julien Jammet (Chief Investment Officer) and Tom O'Brien (Chief Operating Officer).