Reyl Overseas Ltd.

RIASEC Registered
Total AUM
$462M
Discretionary
$159M
34% of AUM
Avg account
$2.4M
Accounts
192
Employees
11
Advisory reps
11

Firm details

Headquarters
Zurich,
CRD number
152526
Registered since
January 4, 2010
Website
www.reyl-overseas.com
Custodians
INTESA SANPAOLO WEALTH MANAGEMENT SA, JULIUS BAER
Fee structure
Percentage of AUM
Client types
  • HNWI75.76%
  • Insurance Companies15.23%
  • Individuals9.01%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Reyl Overseas Ltd. is an independent registered investment adviser operating as a corporate entity and active since 2010. The firm serves both individual/family and institutional clients, providing portfolio management services for individuals and small businesses and charging fees based on a percentage of assets under management. It identifies as a capital allocator and reports being an active ESG investor. Ownership is noted as having foreign and individual elements, and the firm maintains industry ties with banking or thrift institutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Other 31%, Investment Grade Corp Bonds 15%, US Government Bonds 5%, Cash & Cash Equivalents 5%, Non-Investment Grade Corp Bonds 3%, Derivatives 1%40%
  • Exchange Traded Equities40%
  • Other31%
  • Investment Grade Corp Bonds15%
  • US Government Bonds5%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 4
  • Elias Bachmann

    Elias Bachmann

    Chief Executive OfficerCRD 4969156

  • Jack Loudoun

    Chief Investment OfficerCRD 7772371

  • Lisa Hardinghaus

    Chief Compliance OfficerCRD 8230038

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Contacts

3 of 7
  • Lorenzo Rocco Di Torrepadula

    Lorenzo Rocco Di Torrepadula

    PartnerCRD 5990547

  • Christian Bauer

    Christian Bauer

    Managing DirectorCRD 6470669

  • Kyoko Kawasaki-schmelz

    Managing DirectorCRD 7530263

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Zurich, null

Location

Zurich, null

Headquartered in Zurich, null.

Address
65 Talstrasse
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth