Hyposwiss

Our approach

The mission of Hyposwiss is to protect and grow your assets by taking measured risks and making optimal use of a variety of financial instruments.

The Bank’s independence in wealth management enables it to offer tailor-made solutions to investors, focusing on an “open architecture” that provides access to the best financial products available.

Our private clients are demanding. They rely on us and identify with us.

IndEpendence

A Private Bank, free from any engagement with other financial and banking institutions.
Targeted and innovative solutions to construct your portfolio.

OPEN Architecture

Selection process of products and solutions allowing freedom of management and advice in the choice of financial instruments available on the market, without any risk of conflicts of interests.

Ongoing interaction

Commitment and availability of our advisors to build a long-term relationship of mutual trust with the investor. Transparency, genuine listening, upholding the respect of the private sphere in a legally compliant manner.

Our history

1889
Swiss Mortgage and Commercial Bank
(Schweizerische Hypotheken- und Handelsbank)
Founded in the Canton of Solothurn
Institutional and private partnership
1980
Hyposwiss Private Bank Ltd
New corporate name
1988
Hyposwiss Private Bank Ltd
New shareholder: Union de Banques Suisses (UBS SA)
2002
Hyposwiss Private Bank Ltd
New shareholder: St-Galler Kantonalbank AG
2008
Hyposwiss Private Bank Genève SA
New corporate name adopted for the Geneva entity following acquisition of Anglo Irish Bank (Suisse) SA, Geneva
(formerly Marcuard Cook & Cie SA) by Cantonal Bank of St. Gallen AG
2014
Hyposwiss Private Bank Genève SA
Acquisition by Mirelis InvesTrust SA, Geneva - Mirelis Holding SA since March 2015
2016
Hyposwiss Private Bank Genève SA
Acquisition of the clients' assets from IDB (Swiss) Bank Ltd by Hyposwiss
2017
Hyposwiss Private Bank Genève SA
Acquisition of Fimanor Financial Management AG, Zürich
Acquisition of the clients' assets from Compagnie Privée de Conseils et
d'Investissements SA "CPCI", Geneva

Mirelis Financial Group

Family Partnerships active for over 60 years in financial institutions at board and management level.

1949
SFM Holding SA - Geneva, Switzerland
Formerly Société Financière Mirelis SA
Shareholders: The Lawi Family
1957
Mirelis Investments Properties Inc. - Montréal, Canada
Formerly Mirelis Investments Ltd
Wholly-owned by SFM Holding SA
1990
SFM Finance Ltd - London, UK
Affiliate of SFM Holding SA
1997
Mirelis InvesTrust SA - Geneva, Switzerland
Shareholders: Lawi family and Private families' interests
2001
Monaco Asset Management SAM - Monaco
Asset Management Company
Participation of Mirelis InvesTrust SA
2011
Mirelis Advisors SA - Geneva, Switzerland
Wholly-owned by Mirelis InvesTrust SA
March 2017: Change of name to "Hyposwiss Advisors SA"
2013
Mirelis InvesTrust SA
Merger-acquisition Atlas Capital SA
Ownership expanded to Dwek family
2013
Stavanger Asset Management SA, Norway
Asset Management Company
Participation of Mirelis InvesTrust SA
2014
Hyposwiss Private Bank Genève SA
Acquisition by Mirelis InvesTrust SA, Geneva - Mirelis Holding SA since March 2015

Family Partnerships active for over 60 years in banks at board and management level.

1953-1970
Société Bancaire de Genève SA
Founded in 1936 in Geneva, Switzerland
Shareholders since 1953: Lawi family and Private families' interests
1970-1986
Société Bancaire Barclays (Suisse) SA - Geneva, Switzerland
Shareholders: 51% Barclays Bank Ltd / 49% Lawi family and Private families' interests
1986-1997
Société Bancaire Julius Baer SA - Geneva, Switzerland
Shareholders: 51% Bank Julius Baer Holding Ltd / 49% Lawi family and Private families' interests
1997
Banque Julius Baer SA Geneva branch
Change of name and ownership from Société Bancaire Julius Baer SA
From 1995 to 1997, all families sold their interest in the bank to Baer Holding SA (100%)
1997
Mirelis InvesTrust SA - Geneva, Switzerland
The Lawi family and Private families' interests founded Mirelis InvesTrust SA
2014
Hyposwiss Private Bank Genève SA
Acquisition by Mirelis InvesTrust SA, Geneva - Mirelis Holding SA since March 2015

Group companies

Hyposwiss Advisors SA (Mirelis Advisors SA until March 2017)

Hyposwiss Advisors SA is a Swiss-based wealth management company, established in Geneva in 2011, fully owned by Hyposwiss Private Bank Genève SA. Its purpose is to offer financial advice and portfolio asset management services to US and Canadian investors. Compliant global assets are used to construct a diversified balanced discretionary portfolio, performance oriented.

A Triangular Relationship: the Investor – the Bank – the Independent Asset Manager.
Investors’ assets are deposited with international banks serving as qualified custodians in Switzerland, USA and Canada, with Hyposwiss Advisors acting as Portfolio Manager.

Hyposwiss Advisors SA is registered with the following regulatory authorities:
– US Securities and Exchange Commission registered (SEC)* ;
– Ontario Securities Commission (OSC)* ;
– Québec Autorité des Marchés Financiers (AMF)*.

 

* Registration with the SEC as an Investment Adviser and with the OSC and AMF as a Portfolio Manager do not imply a certain level of competence, education, skill or training. The protections of the US and Canadian rules and regulations are only available to residents of the respective country, province or territory.

Monaco Asset Management SAM (MAM)

Monaco Asset Management SAM is an independent wealth Management company based in Monaco since 1999 – managed by Mr. Anthony Torriani – founder and shareholder. It is regulated by the Monegasque Banking and Finance Authority as a licensed financial and wealth management institution in which Hyposwiss holds today an active participation of 22.3%. In June 2006, within the framework of an expansion policy, the shareholding was widened to include Mr. Gian Luca Braggiotti and Mr. Patrice Pastor – who became members of the Board of Directors, respectively Chairman and Director. Hyposwiss, as a shareholder of the company, is represented on MAM’s Board by Mr. Solly Alain Lawi, Director.

Stavanger Asset Management SA (SAM)

Stavanger Asset Management SA is a wealth management company based in Stavanger (Norway) since 2012 and managed by Mr. Emmanuel Vallotto, founder and shareholder. It is a Norwegian company in which Hyposwiss now holds an active participation of 35%. SAM is a licensed securities trading institution under the supervision of the Norwegian Supervisory Authority Financial Markets (Finanstilsynet). As an independent asset manager, SAM offers wealth management for both individuals and companies with a strong focus on the interests of its clients, at all levels, and is free from any conflicts of interest.

FIMANOR FINANCIaL Management ag

Fimanor Financial Management AG is a Swiss private wealth management company, established in Zürich since 1984, supervised by the Self-Regulatory Organization (SRO) – Financial Services Standards Association VQF.

Organigram

During 2014, Mirelis InvesTrust SA presently Mirelis Holding SA proceeded with the acquisition of the entire share capital of Hyposwiss Private Bank Genève SA (Hyposwiss).

Simultaneously, Hyposwiss took over virtually all the assets and liabilities of Mirelis InvesTrust SA and all of its securities trading operations. These assets include participations in the following asset management companies: Hyposwiss Advisors SA, Fimanor Financial Management AG, Monaco Asset Management SAM and Stavanger Asset Management Ltd.

Structure

Shareholders

Mirelis Holding SA

Private ownership including:

Lawi Family

A banking family from the Middle East, the Lawi family of three brothers with their sons and daughters, have been established in Switzerland and Canada for more than 60 years. They are co-founders of the Mirelis Finance Group based in Geneva since 1949.
Mirelis InvesTrust SA was established in 1997 by Solly S. Lawi, Solly Alain Lawi and Albert Lawi, partners of the second generation of Lawis, together with the first generation through SFM Holding SA.

Maple Investment Ltd

Private Families’ interests

Dwek Family

Founder in 1984 of Atlas Capital SA, a Swiss private wealth management financial institution, the Dwek family joins in 2013 the shareholders of Mirelis InvesTrust SA. The Dwek brothers bring their expertise and reputation in the management of both traditional and alternative funds to the group.

Board of Directors

Chairman : Solly S. Lawi
Vice-Chairman: Alain Bruno Lévy
Member, Secretary : Michel Broch
Member : Boaz Barack
Member : Eric Bernheim
Member: Philippe Perles
Member: Nabil Jean Sab

CV

Management commitee

Chief Executive Officer : Niels Bom Olesen
Head of Private Banking : Albert Lawi
Chief Investment Officer (CIO) : Robert Dwek
Chief Operations Officer (COO) : Roni Hougui
Chief Financial Officer (CFO) : Sébastien Joliat

CV

 

“We think about your investments all day. So you don’t have to all night.”