Hyposwiss Advisors

Asset Managers with a Personal Touch

Hyposwiss Advisors SA is a wealth management company founded in March 2011 and based in Geneva, Switzerland. The company is fully-owned by Hyposwiss Private Bank Genève SA, which overseas assets of over 6 Billion USD.

We offer personalized investment advice and portfolio asset management services to clients wishing to have a Swiss-based institution manage their assets.

Our aim is to build and maintain a trusting partnership with our investors to ensure asset growth for future generations.

We construct a balanced bespoke and solid portfolios, tailored to the investor’s specific requirements, by making use of diversified financial instruments.

Investors’ assets are deposited with international banks serving as qualified custodians.

The founding families, shareholders of Hyposwiss Private Bank Genève SA are comprised of professionals with long-standing financial competence. Their savoir-faire, entrepreneurship and dynamism is serving our valued clientele, driven by a high standard of quality, coupled with strong and active personal relationships.

Independent Asset Management

The Investor – The Custodian Bank – The Asset Manager:
A triangular relationship

Independent asset managers are playing a major role as intermediaries between the banks and the investor on a private and institutional level.

As a private wealth manager, Hyposwiss Advisors brings a high standard of professional expertise enhanced by its long-standing Swiss private banking roots.

This triangular relationship allows us to focus on your investment needs, to ensure a proper separation of functions and to facilitate the administrative process with custodian banks, whilst serving you with aligned interest.

  • The Investor’s individual requirements are directly addressed by the Asset Manager’s investment skills.
  • The Investor’s assets are deposited with one of our selected international banks serving as custodians.
  • The Asset Manager is given a discretionary or non-discretionary mandate to manage and advise on entrusted investment portfolios.

Regulation & Audit


Hyposwiss Advisors SA is licensed as a Portfolio Manager by the Swiss Financial Market Supervisory Authority (FINMA) and is monitored by the supervisory organization Organisme de Surveillance des Instituts Financiers (OSIF).

For more information: https://finma.ch/en/finma-public/authorised-institutions-individuals-and-products/


United States SEC Registration*

Hyposwiss Advisors SA is registered with the US Securities and Exchange Commission (SEC) as an Investment Adviser since 2011.

For more information: www.adviserinfo.sec.gov


Canada International Adviser Registration Exemption*

Hyposwiss Advisors SA relies on the International Adviser Exemption from Canadian adviser registration requirements under National Instrument 31-103 Registration Requirements, Exemptions and Ongoing Registrant Obligations (“NI 31-103”) to advise exclusively on foreign securities with Permitted Clients (as defined in NI 31-103) resident in certain provinces of Canada, currently Ontario and Quebec. A foreign security is a security issued by an issuer incorporated, formed or created under the laws of a foreign (i.e., non-Canadian) jurisdiction or a security issued by a government of a foreign jurisdiction.

For more information: www.securities-administrators.ca



PricewaterhouseCoopers SA (Switzerland)

*Registration with the United States SEC as Investment Adviser and/or exemption status in Canada do not imply a certain level of competence, education, skill or training. The protections of the US and Canadian rules and regulations are only available to residents of each country, province or territory.

Why a Swiss-Based Institution?


  • Economic and political stability
  • Low public indebtedness
  • Highly efficient modern infrastructure (information technology – communications – transport)
  • Network of financial services providers and qualified professionals


Quality and Continuity of Advisers

  • Professionalism, long-standing know-how and experience
  • Reliability and credibility
  • Reputation and competence
  • Trusting relationships with investors
  • Asset management expertise
  • Swiss Private-Banking tradition


Global Diversification of Assets

  • Transparency
  • Client protection rules: subject to applicable local laws and regulations (USA, Canada and/or Switzerland)
  • Access to independent international investments
  • Open architecture
  • Cost-efficient performance

Mission & Charter


We are asset managers specialized in private wealth management. The founding families of the Hyposwiss Group have a strong tradition and expertise in banking, stemming from decades of institutional partnerships.

All our initiatives, guided by over 70 years of banking experience, have led us to our institutional status, proof of our deep commitment. The professionalism and strong financial base of our Group, have earned us the respect of our peers in the banking and financial community. Our international private clientele is demanding. Our investors rely on us and identify with us.

It is essential for you:

  • to recognize the benefits of a stable and trusting relationship, proof of our commitment and long-term vision
  • to understand that our independence offers you a unique access to a large universe of investment opportunities
  • to benefit from services over and above ordinary advice and access to our extensive network of external providers

It is essential for us:

  • to maintain a founding family majority in our ownership, strengthened by associates who share the same values
  • to show that the structure of our shareholding is synonymous with stability, reliability and continuity
  • to seek constructive development opportunities rather than growth at all costs
  • to have a longer-term asset growth perspective which will provide financial security to our clients from generation to generation, through a trusting partnership
  • to dedicate personal attention and provide tailor-made solutions
  • to be receptive to new developments in financial products and find individualized, creative, performing opportunities

Our Team

Board of Directors

Mr. Alain Bruno Lévy, Chairman of the Board
Mr. Michel Broch, Secretary of the Board
Mr. Jack Mooallem, Director

Wealth Management

Mr. Alexandre Berenguier, Member of Management / Senior Relationship Manager
Mrs. Alona Hougui, Relationship Manager
Mrs. Sabine Nyfeler Tuti, Wealth Management Assistant

Portfolio Management

Mr. Daniel Jakobovits, Head of Investments
Mr. Paulo de Almeida, Member of Management / Portfolio Manager

Compliance, Risk & Operations

Mrs. Senem Erseven, Member of Management / Responsible for Compliance, Risk & Administration
Mr. Vlad Popa, Head of Operations