Geneva, Switzerland • since 2011

The Independent Family Office

One relationship. Shaped entirely around the family.

2011
Founded in Geneva, independent from day one
150+
Private and institutional clients
2020
Among the first firms in Switzerland to receive a FINMA licence
FINMA • CSSF
GYRA SA licensed by FINMA; GYRA Lux, our Luxembourg entity, by the CSSF
2
Locations, in Geneva and Luxembourg
15
Team members, with portfolio management, risk and compliance in house
Our approach

A family office that grows with the family

A traditional family office asks a family to adopt its whole structure. Ours starts where the family’s priorities are, and extends at its pace.

Start with what matters

Most families begin with a single need, often portfolio management or consolidated reporting. Their existing advisers stay in place.

One point of contact

A senior partner coordinates every capability and every specialist. One relationship, one complete view.

Independent by structure

No bank and no product provider among our shareholders. We work across banks, not for one, and any compensation we receive from a third party is disclosed to the client, as Swiss law requires.

One point of contact

The family speaks to us. We speak to everyone else.

8Relationships the family maintains
Every timeHow often the family tells its story
Follow-upsWhere the family’s time goes
Why Switzerland

A Swiss firm, by conviction

Founded in Geneva, regulated in Switzerland. For a family’s wealth, that is far more than an address.

Stability

A country neutral since 1815, a strong currency and low public debt. Rules that change slowly.

Assets stay the client’s own

Securities held at a Swiss bank belong to the client and are kept apart, by law, from the bank’s own assets.

The banks and the network

We work with leading Swiss private banks as custodians, and with a network of independent Swiss specialists in law, tax, real estate and structuring.

Geneva

A banking centre since 1387. Families have entrusted their wealth here for generations, and everything they need is a few minutes from our office.

Why Switzerland →
Where we come from

We have sat on every side of the market

GYRA was founded by former private bankers and joined by hedge fund managers, traders and brokers. We know how banks price, how products are built and where costs hide. That knowledge now works for the family.

Private banking

UBS • Julius Baer • Lombard Odier • Credit Suisse • Swiss Bank Corporation • Arab Bank (Switzerland)

Investment banking and trading

Credit Suisse London • JP Morgan • Merrill Lynch • Morgan Stanley • Bankers Trust

Hedge funds

Brevan Howard • Bluecrest Capital Management

Brokerage and treasury

Interbank broking in bonds, swaps and FX • Chief trader at a Swiss bank • Treasury desks

Former employers of GYRA team members and directors. No current affiliation.

Our capabilities

Seven capabilities, one relationship

Each family starts with what matters to it, and adds the rest as its needs grow. Where one calls for it, we coordinate with our network of independent specialists.

01

Portfolio management

Discretionary and advisory mandates, overseen by one investment committee.

02

Consolidated reporting

Across banks and assets, one view. Delivered through the GYRA Portal.

03

Private markets

Independent selection of private funds and co-investments, with terms negotiated on the family’s side.

04

Real assets

Direct property and hospitality, sourced and overseen.

05

Deal origination

Direct transactions presented one by one.

06

Wealth structuring

Holding structures, wrappers and succession, coordinated with leading legal and tax specialists.

07

Corporate advisory

Strategic reviews and partial sales for the family’s operating companies, alongside specialist advisers.

Build your office →
Reporting

A family’s wealth, on one screen

Every custodian bank, every mandate and every direct investment, brought together in a private portal we built ourselves. Clients consult it whenever they wish, or we go through it with them.

  • Consolidated reporting across banks and assets, updated daily
  • Automated risk checks on every mandate, before and after each trade
  • Factsheets and documents archived every month end, available at any time
GYRA Portal →
Family portalConsolidated view

Total wealth

CHF 48'250'000

Allocation

Equities34% Bonds26% Real assets18% Private markets14% Cash8%
Bank A
Bank B
Bank C
Direct

Illustrative view. Figures are fictitious.

New relationships

We take on a small number of new relationships each year.

Each begins with a conversation, in Geneva.