Strategia Partners & Swiss Banking Group Syz Enhancing Wealth Management Services

Strategia Wealth Managers Ltd has announced a strategic partnership with the Swiss banking group Syz, as confirmed by Didier Merle and Dilshaad Bundhun, partners at Strategia, along with Charles-Henry Monchau, Chief Investment Officer of Syz. For Strategia, this collaboration represents a significant opportunity to infuse Swiss expertise—renowned for its efficiency in financial management—into its operations.

The partnership, established on August 8, enables Strategia, a leading wealth management firm in Mauritius, to leverage Syz’s strategic support and its legacy of excellence in banking and investment management.

With a strong background in portfolio and investment fund management, Syz offers an array of private banking products and services that are expected to enhance the offerings of Strategia.

Both partners expressed their enthusiasm for this collaboration. Dilshaad Bundhun stated, “Partnering with an institution of Syz’s stature is a strategic necessity for us.

This partnership is providing us with a partner that has demonstrated, through both competence and performance, its status as a provider of investment solutions tailored to meet client needs.”

Didier Merle added that this affiliation is likely to motivate Strategia’s employees to excel. “It is clear that their expertise in wealth management will add tremendous value to our already comprehensive suite of services, both in terms of quality and quantity.”

Charles-Henry Monchau emphasized the importance of Mauritius to Syz’s strategy, citing the island’s potential as a platform to enhance the bank’s visibility in Africa.

He noted, “This partnership will enable us to strengthen our connections with African countries, creating opportunities for our Syz Service segment to provide tailored investment solutions for independent wealth managers and asset administrators.”

Mauritius has been identified as a key player on the African continent, ranking sixth for the number of High Net Worth Individuals (HNWIs) according to the recent Henley & Partners report on wealth in Africa.

This statistic underscored the region’s relevance for investment opportunities.

Monchau highlighted that selecting a partner in Mauritius is essential for Syz’s ambition to expand its footprint in the region.

“Given the promising economic growth prospects and the potential for progress in this country, these objectives are entirely feasible,” he explained.

He also pointed out that the collaboration between Syz and a reputable entity like Strategia will enhance their credibility and reputation in the region.

In addition to its banking services, Syz is operating in the capital markets through its subsidiaries, Syz Capital and Syz Asset Management.

The primary goal of Syz Capital is to provide investors access to alternative investment platforms, particularly in the private market, facilitating the growth of such investments.

Supported by Syz Asset Management, clients can benefit from a wide range of financial services tailored to institutional Swiss investors through strategic asset management initiatives.

This partnership is seen as a promising step forward, not only for Strategia but also for the broader investment landscape within Mauritius and the African continent.

Source: l’Express