REYL OVERSEAS LTD.

RIASEC RegisteredEst. 2010
Total AUM
$462M
Discretionary
$159M
34% of AUM
Avg account
$2.4M
Accounts
192
Employees
11
Advisory reps
11

Firm details

Headquarters
ZURICH,
CRD number
152526
Registered since
January 4, 2010
Website
www.reyl-overseas.com
Custodians
REYL & CIE. S.A., JULIUS BAER
Fee structure
Percentage of AUM
Client types
  • HNWI75.76%
  • Insurance Companies15.23%
  • Individuals9.01%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Reyl Overseas Ltd. is an independent, SEC-registered investment adviser established in 2010 that acts as a capital allocator for both individual/family and institutional clients. The firm focuses on portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. It identifies as an active ESG investor and appears to operate under a single-jurisdiction advisory footprint rather than as a multi-state adviser. Custody relationships tied to the Reyl group are apparent in its operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Other 31%, Investment Grade Corp Bonds 15%, US Government Bonds 5%, Cash & Cash Equivalents 5%, Non-Investment Grade Corp Bonds 3%, Derivatives 1%40%
  • Exchange Traded Equities40%
  • Other31%
  • Investment Grade Corp Bonds15%
  • US Government Bonds5%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 3

  • ELIAS BACHMANN

    Chief Executive OfficerCRD 4969156

  • NATACHA EBENER

    Chief Operating Officer, Executive DirectorCRD 8230041

  • Jack Loudoun

    Chief Investment OfficerCRD 7772371

Contacts

3 of 8

  • DOMINIQUE PALADINI

    Head of Strategic SupportCRD 5990544

  • CHRISTIAN BAUER

    Managing DirectorCRD 6470669

  • Ignacio Figueredo

    Executive DirectorCRD 7873081

Unlock 5 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ZURICH, null

Location

ZURICH, null

Headquartered in ZURICH, null.

Address
65 Talstrasse
Office locations

Similar firms

STERLING FUND MANAGEMENT, LLC

RIA

CHICAGO, IL

AUM $462MTEAM 30REPS 6

RED IRON GROUP MANAGEMENT, LLC

RIA

MENLO PARK, CA

AUM $462MTEAM 16REPS 3

GAINPLAN LLC

RIA

Bloomfield Hills, MI

AUM $462MTEAM 12REPS 8

ADIRONDACK FINANCIAL SERVICES CORP

RIA

UTICA, NY

AUM $462MTEAM 16REPS 4

AOF MANAGEMENT LLC

RIA

Los Angeles, CA

AUM $461MTEAM 6REPS 3

GREENLEA LANE CAPITAL MANAGEMENT LLC

RIA

AUM $462MTEAM 2REPS 2

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth