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 with the Ontario Securities Commission (OSC) and the Québec Autorité des Marchés Financiers (AMF) as a Portfolio Manager.
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.