Professional Wealth Management
February 7, 2025

Swiss private banking and succession planning, Syz style: PWM Tea Break

Nicolas Syz, head of wealth management at Geneva's Syz Group, shares a cuppa with PWM's Yuri Bender and Ali Al-Enazi, discussing struggles of Swiss banks to differentiate and rebrand themselves, amidst geopolitical headwinds. Mr Syz, a former Swiss national bobsleigh champion, also talks about challenges and opportunities of heading wealth management at the bank, founded by his father Eric, in 1996.

PWM Tea Break needs your input

Each week we dive into the most important stories and trends in wealth management—and we need you to be part of that conversation.

Submit your questions here

Further reading

Switzerland ‘not insulated’ from shifting geopolitical dynamics

Wealth firms urged to combine ‘young and old’

Consolidate or capitulate: M&A in asset and wealth management

 AI reshapes investing in private markets

 Shifting trends in private markets and AI's impact

More from Tea Break

December 17, 2025

Families, philanthropy and festive gatherings: PWM Tea Break

Dina de Angelo from Pictet Wealth Management shares her secrets of successful communication with multiple family generations over tea and festive mince pies with PWM
December 10, 2025

Demographics, defence stocks and digital wealth management: PWM Tea Break

Louise Tumchewics, visiting fellow at the University of Southern Denmark, talks to PWM about great power competition and its geoeconomic impact on portfolios and the services of tech-led wealth managers
December 3, 2025

Family feuds, funds and fashionable investments: PWM Tea Break

Sally Tennant OBE, founder of Acorn Capital Advisers and former banking boss at Lombard Odier, Schroders and Kleinwort Benson, speaks to PWM about how emotional wealth and empathy are becoming increasingly important currencies for family offices, often prone to major disputes
November 19, 2025

China, capital and changing corridors: PWM Tea Break

Polina Kurdyavko from RBC Bluebay Asset Management shares her insights on the fast-evolving world of emerging markets, touching on China’s shifting influence, supply-chain realignments and the rise of new technological and industrial hubs across central and eastern Europe