Charles-Henry Monchau, CFA, CMT, CAIA — CEO

Bank SYZ SA was founded to offer clients an alternative to the traditions of Swiss Private Banks. Our mission: to become the most trusted Swiss family owned and managed boutique Private Bank. The Syz Group is a family owned and run Swiss banking group focused on good long-term investment performance, careful risk management, and personal service for clients. Eric Syz, of a family of entrepreneurs for centuries, was one of the founders of the group in 1996 and still leads the firm, now alongside his two sons and a team of industry experts. Stable and secure – the Syz Group holds substantial equity, almost double Switzerland’s regulatory requirements. The group serves clients across four main areas: • Banque Syz offers private clients a genuine alternative to the traditions of Swiss private banking • Syz Asset Management primarily invests the assets of Swiss institutional investors in bonds and money market instruments. • Syz Independent Managers provides the full services of a custodian bank to external asset managers. • Syz Capital offers investors the opportunity to invest alongside the Syz family in hard to access alternative investments including private markets. Banque SYZ SA won the "Best Private Banking Boutique" award in 2014, 2015, 2016, 2017, 2018 and 2019. The prizes were awarded by PWM (Professional Wealth Management) and The Banker, two Financial Times Group publications. Syz clients share the group’s long-term view and focus on building sustainable wealth for the future. www.syzgroup.com

Stackforce AI infers this person is a Fintech executive with extensive experience in asset management and investment strategies.

Location: Geneva, Geneva, Switzerland

Experience: 30 yrs 5 mos

Skills

Investment Management
Asset Management
Marketing
Client Engagement
Research

Career Highlights

Led investment strategies for nearly $30 billion in assets.
Designed multiple growth initiatives enhancing client engagement.
Recognized as a top executive in Swiss private banking.

Work Experience

Syz Group

Chief Investment Officer - Member of the Executive Committee (4 yrs 6 mos)

A Swiss digital bank

Chief Investment Officer & Chief Commercial Officer - Member of the Executive Committee (1 yr 3 mos)

Al Mal Capital PSC

Managing Director l CIO & Head of Investment Management (Asset Management and Capital Markets) (3 yrs 5 mos)

SHUAA Capital psc

CEO & CIO Shuaa Asset Management (6 mos)

Deutsche Bank

Head of Asset Allocation, Discretionary Portfolio Management EMEA (2 yrs 5 mos)

EFG Bank

Global CIO Investment Advisory + Head of Investments Europe & Caribbean (3 yrs 3 mos)

Rothschild Bank

Senior Investment Manager (1 yr)

Lombard Odier

Head of Investments, Funds of Hedge Funds (Lombard Odier Paris) (2 yrs 10 mos)

Senior Institutional Equity Fund Manager (5 yrs)

BNP Paribas

Head of Investments UEB Bank & Trust Nassau (Bahamas) (1 yr 9 mos)

BNP Paribas Switzerland

Portfolio Manager UEB Geneva (4 yrs 6 mos)

Education

MSc Finance HEC Geneva at University of Geneva

Executive education at The London School of Economics and Political Science (LSE)

Executive education at Massachusetts Institute of Technology

Executive education at University of Oxford

International Executive MBA at IE Business School

Executive education at University of Cape Town

Charles-Henry Monchau, CFA, CMT, CAIA

CEO

Geneva, Geneva, Switzerland30 yrs 5 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Led investment strategies for nearly $30 billion in assets.
Designed multiple growth initiatives enhancing client engagement.
Recognized as a top executive in Swiss private banking.

Stackforce AI infers this person is a Fintech executive with extensive experience in asset management and investment strategies.

Contact

Skills

Core Skills

Investment ManagementAsset ManagementMarketingClient EngagementResearch

Other Skills

Asset AllocationInvestment StrategiesPortfolio ManagementHedge FundsPrivate BankingWealth ManagementFinancial AdvisoryBusiness DevelopmentContent CreationEvent ManagementInvestment SolutionsClient ServicesTalent DevelopmentFund Of FundsAlternative Investments

About

Experience

Syz group

Chief Investment Officer - Member of the Executive Committee

Oct 2021 – Present · 4 yrs 6 mos · Geneva, Switzerland · On-site

Syz Group is a family-owned Swiss private bank headquartered in Geneva, with nearly $30 billions in assets under management.
As Chief Investment Officer, I hold full ownership of the bank's investment platform, leading a multi-disciplinary organisation that spans Discretionary Portfolio Management, Advisory, Research (Equities, Fixed Income, FX, Macro) and 3rd-party Alternatives. I chair the Bank's Investment Committee and serve as the primary spokesperson for the firm's investment views — both in front of clients and in the media. A key pillar of the role is providing strategic support to the front office in acquiring and retaining private and professional clients.
The discretionary investment platform has delivered consistently strong results, with over 90% of portfolios ranked in the 1st or 2nd quartile according to ARC.
Since 2024, I have been a member of the Bank's Executive Committee and Equity Partner, contributing to the firm's strategic direction and long-term governance at the highest level.
Since joining in 2021, I have designed and launched four growth initiatives that have meaningfully expanded the firm's reach, positioning, and service offering:
Syz Blog — A content platform publishing the bank's investment views and macroeconomic analysis, enhancing brand visibility and thought leadership across digital channels.
Syz Club — An exclusive investment events programme curated for professional clients, including multi-family offices and external asset managers, fostering high-value relationships and deepening engagement with the firm's investment platform.
Syz as a Service — An outsourced CIO offering providing external asset managers and family offices with bespoke, institutionally crafted investment solutions — extending the firm's expertise beyond its own client base.
Syz Research Lab — A dedicated programme bringing in talented young graduates and interns to provide analytical and research support across the investment platform.

Asset AllocationInvestment StrategiesAsset ManagementPortfolio ManagementHedge FundsPrivate Banking+4

A swiss digital bank

Chief Investment Officer & Chief Commercial Officer - Member of the Executive Committee

Jun 2020 – Sep 2021 · 1 yr 3 mos · Switzerland · On-site

A FINMA-regulated Swiss Bank focused on multi-assets online trading.

Al mal capital psc

Managing Director l CIO & Head of Investment Management (Asset Management and Capital Markets)

Jan 2017 – Jun 2020 · 3 yrs 5 mos · Dubai, United Arab Emirates

In charge of the Asset Management and Capital Markets divisions of Al Mal Capital.
Al Mal Capital PSC, a subsidiary of Dubai Investments PJSC, is a diversified, multi-line investment institution licensed and regulated by the Central Bank of the UAE.
Through the Capital Markets division, we provide our Clients with access into listed securities across the globe and trade seamlessly in equities, fixed income, derivatives, commodities and currencies with ease. This is made possible by a proprietary software platform that allows them to consolidate and manage their regional and international investments under one account.
On the Asset Management side, we offer our Clients a choice of superior conventional and Sharia compliant funds. From our first fund in 2006 to our breadth of managed products today, we continue to deliver consistent, top quartile risk-adjusted returns. And for that, we have established our position as one of the leading asset managers in the region, with many of our funds ranked as top performers and winning several industry awards.

Shuaa capital psc

CEO & CIO Shuaa Asset Management

Jun 2016 – Dec 2016 · 6 mos · Dubai, United Arab Emirates

CEO and CIO of Shuaa Asset Management, one of the leading GCC asset management boutique.
Managed, led and developed the Asset Management business line, reporting directly to the Board. • Within a 6 months time frame, built a new team, expanded product shelf, enhanced process, governance & infrastructure, set-up marketing materials & strategy, pitched new clients across GCCs, etc.

Deutsche bank

Head of Asset Allocation, Discretionary Portfolio Management EMEA

Jan 2014 – Jun 2016 · 2 yrs 5 mos · Geneva Area, Switzerland

Head of Asset Allocation Team, Discretionary Portfolio Management – Deutsche Asset & Wealth Management EMEA (Europe, Middle East & Africa)
Co-Head of DB AWM EMEA Regional Investment Committee
Member of DB AWM Global Investment Committee
Lead a multinational team of 25 Portfolio Managers based in Geneva, Zurich, Vienna, Milan, Luxembourg, Madrid and London with EUR 10bn Assets under management
Lead fund manager of DB PWM A3 “flagship” strategy (Global Asset allocation SICAVs)

Efg bank

Global CIO Investment Advisory + Head of Investments Europe & Caribbean

Sep 2010 – Dec 2013 · 3 yrs 3 mos · Geneva Area, Switzerland

Chief Investment Advisor at the global level - managed a team of 12 Investment counselors;
Regional Head of Portfolio Management - in charge of building an integrated regional investment platform for the EFG offices based in Continental Europe (Switzerland, Luxembourg, Liechtenstein, Monaco, Spain) and the Caribbean (Bahamas, Cayman Islands). Manage a team of 15 portfolio managers;
Deputy CEO of EFGAM Switzerland (FINMA regulated)

Rothschild bank

Senior Investment Manager

Aug 2009 – Aug 2010 · 1 yr · Zürich Area, Switzerland

Senior Investment Manager (Private clients)
Fund selection - traditional & alternatives assets;
Responsible for equity sector & thematic strategy (asset allocation committee)

Lombard odier

2 roles

Head of Investments, Funds of Hedge Funds (Lombard Odier Paris)

Sep 2006 – Jul 2009 · 2 yrs 10 mos

Head of Investments - Funds of Hedge Funds (Institutional clients)
Responsible for 3 AMF compliant funds of hedge funds dedicated to French institutional clients (Insurance, pension funds, etc.) - EUR 700 million assets under management;
Portfolio management, onsite due diligence, reporting & business development; managed a team of 4

Senior Institutional Equity Fund Manager

Sep 2001 – Sep 2006 · 5 yrs

Senior Institutional Equity Fund Manager / Research Analyst (Institutional clients)
Responsible for global & US equity accounts for Swiss, French and Scandinavian pension funds;
Member of the Global Equity Investment committee;
Co-manager of the LODH North-America and LODH Quality Growth fund
Head of a team of 3 equity research analysts – Technology, Media & Telecoms sectors

Bnp paribas

Head of Investments UEB Bank & Trust Nassau (Bahamas)

Dec 1999 – Sep 2001 · 1 yr 9 mos · Nassau (Bahamas)

Head of Investments (Private clients)
In charge of the development of the discretionary and advisory services, liaising with the investment team in Switzerland;
Participation in the business development through meetings with client, prospects and 3rd party (Europe and Canada);

Bnp paribas switzerland

Portfolio Manager UEB Geneva

Jun 1995 – Dec 1999 · 4 yrs 6 mos · Geneva Area, Switzerland

Senior Portfolio Manager (Private clients)
Responsible for USD / GBP discretionary accounts; member of the Asset Allocation committee;
Fixed Income focus - Acted as the sole manager of UEB Private Bond funds and fixed income special mandates in 1998/1999