SWISS SEC-REGISTERED INVESTMENT ADVISOR
HYPOSWISS ADVISORS SA
Rue de Hesse 7, 1204 Geneva, Switzerland
T: +41 22 310 76 40 F: +41 22 310 76 39
Representative Office Zurich
Hufgasse 17, 8008 Zurich, Switzerland
T: +41 22 310 76 36 F: +41 22 310 76 39
Minimum amount of investment: USD 1,000,000 - can be negotiated
An association based on trust with the investor is the prerequisite for successful investments. HYPOSWISS ADVISORS seeks to perpetuate the capabilities of the HYPOSWISS Group in serving its North-American clientele with a high standard of quality coupled with strong and active personal relationships.
HYPOSWISS ADVISORS can also provide portfolio management services to Canadians residents:
HYPOSWISS ADVISORS is registered as a Portfolio Manager with the Ontario Securities Commission (OSC), the Québec Autorité des Marchés Financiers (AMF), the Alberta Securities Commission (ASC) and the British Columbia Securities Commission (BCSC).
Elio Barzilay - General Manager
I joined the HYPOSWISS Group in 2011 (formerly the Mirelis Group) to participate in the establishment of our entity dedicated to US investors, HYPOSWISS ADVISORS. After having spent a few years in a Swiss private bank focusing on risk management and quantitative aspects of hedge funds, I looked forward to the challenge of moving into a more client-focused position where every trading decision is tailored to the stated objectives of the investor.
We are proud to be the first and only Swiss-based wealth management company serving US and Canadian investors thanks to our registration both with regulatory authorities in the US (SEC) and in Canada (Ontario OSC and Québec AMF).
+41 22 310 76 40
➨ Contact Elio Barzilay for further information and an initial conversation
Karolina Bakari - Relationship Manager
I am an investment professional who brings more than 17 years of experience serving private clients, family offices and institutions in the global wealth and asset management industry to HYPOSWISS ADVISORS. I began her career at Credit Suisse, where she held a variety of roles in the core competency areas of portfolio management, client service and compliance. Previously, I served as a client relationship manager for US clients and as deputy to the CEO at a Swiss SEC-registered wealth manager.
I hold a Bachelor of Science degree in Business Administration, Banking and Finance from UAS Zurich and I am a Swiss certified wealth management and private banking relationship manager and am Series 65 FINRA registered.