Charles-Henry Monchau, CFA, CMT, CAIA

Chief Investment Officer & Member of the Executive Committee at Syz Group ¦ 275,000+ followers

Geneva, Geneva, Switzerland

About

Bank SYZ SA was founded to offer clients an alternative to the traditions of Swiss Private Banks. Our mission: to become the most trusted Swiss family owned and managed boutique Private Bank. The Syz Group is a family owned and run Swiss banking group focused on good long-term investment performance, careful risk management, and personal service for clients. Eric Syz, of a family of entrepreneurs for centuries, was one of the founders of the group in 1996 and still leads the firm, now alongside his two sons and a team of industry experts. Stable and secure – the Syz Group holds substantial equity, almost double Switzerland’s regulatory requirements. The group serves clients across four main areas: • Banque Syz offers private clients a genuine alternative to the traditions of Swiss private banking • Syz Asset Management primarily invests the assets of Swiss institutional investors in bonds and money market instruments. • Syz Independent Managers provides the full services of a custodian bank to external asset managers. • Syz Capital offers investors the opportunity to invest alongside the Syz family in hard to access alternative investments including private markets. Banque SYZ SA won the "Best Private Banking Boutique" award in 2014, 2015, 2016, 2017, 2018 and 2019. The prizes were awarded by PWM (Professional Wealth Management) and The Banker, two Financial Times Group publications. Syz clients share the group’s long-term view and focus on building sustainable wealth for the future. www.syzgroup.com

Experience

  • Chief Investment Officer - Member of the Executive Committee at Syz Group
    Oct 2021 - Present · 4 yrs 10 mos

    Syz Group is a family-owned Swiss private bank headquartered in Geneva, with nearly $30 billions in assets under management. As Chief Investment Officer, I hold full ownership of the bank's investment platform, leading a multi-disciplinary organisation that spans Discretionary Portfolio Management, Advisory, Research (Equities, Fixed Income, FX, Macro) and 3rd-party Alternatives. I chair the Bank's Investment Committee and serve as the primary spokesperson for the firm's investment views — both in front of clients and in the media. A key pillar of the role is providing strategic support to the front office in acquiring and retaining private and professional clients. The discretionary investment platform has delivered consistently strong results, with over 90% of portfolios ranked in the 1st or 2nd quartile according to ARC. Since 2024, I have been a member of the Bank's Executive Committee and Equity Partner, contributing to the firm's strategic direction and long-term governance at the highest level. Since joining in 2021, I have designed and launched four growth initiatives that have meaningfully expanded the firm's reach, positioning, and service offering: Syz Blog — A content platform publishing the bank's investment views and macroeconomic analysis, enhancing brand visibility and thought leadership across digital channels. Syz Club — An exclusive investment events programme curated for professional clients, including multi-family offices and external asset managers, fostering high-value relationships and deepening engagement with the firm's investment platform. Syz as a Service — An outsourced CIO offering providing external asset managers and family offices with bespoke, institutionally crafted investment solutions — extending the firm's expertise beyond its own client base. Syz Research Lab — A dedicated programme bringing in talented young graduates and interns to provide analytical and research support across the investment platform.

  • Chief Investment Officer & Chief Commercial Officer - Member of the Executive Committee at A Swiss digital bank
    Jun 2020 - Sep 2021 · 1 yr 4 mos

    A FINMA-regulated Swiss Bank focused on multi-assets online trading.

  • Managing Director l CIO & Head of Investment Management (Asset Management and Capital Markets) at Al Mal Capital PSC
    Jan 2017 - Jun 2020 · 3 yrs 6 mos

    In charge of the Asset Management and Capital Markets divisions of Al Mal Capital. Al Mal Capital PSC, a subsidiary of Dubai Investments PJSC, is a diversified, multi-line investment institution licensed and regulated by the Central Bank of the UAE. Through the Capital Markets division, we provide our Clients with access into listed securities across the globe and trade seamlessly in equities, fixed income, derivatives, commodities and currencies with ease. This is made possible by a proprietary software platform that allows them to consolidate and manage their regional and international investments under one account. On the Asset Management side, we offer our Clients a choice of superior conventional and Sharia compliant funds. From our first fund in 2006 to our breadth of managed products today, we continue to deliver consistent, top quartile risk-adjusted returns. And for that, we have established our position as one of the leading asset managers in the region, with many of our funds ranked as top performers and winning several industry awards.

  • CEO & CIO Shuaa Asset Management at SHUAA Capital psc
    Jun 2016 - Dec 2016 · 7 mos

    CEO and CIO of Shuaa Asset Management, one of the leading GCC asset management boutique. Managed, led and developed the Asset Management business line, reporting directly to the Board. • Within a 6 months time frame, built a new team, expanded product shelf, enhanced process, governance & infrastructure, set-up marketing materials & strategy, pitched new clients across GCCs, etc.

  • Head of Asset Allocation, Discretionary Portfolio Management EMEA at Deutsche Bank
    Jan 2014 - Jun 2016 · 2 yrs 6 mos

    Head of Asset Allocation Team, Discretionary Portfolio Management – Deutsche Asset & Wealth Management EMEA (Europe, Middle East & Africa) • Co-Head of DB AWM EMEA Regional Investment Committee • Member of DB AWM Global Investment Committee • Lead a multinational team of 25 Portfolio Managers based in Geneva, Zurich, Vienna, Milan, Luxembourg, Madrid and London with EUR 10bn Assets under management • Lead fund manager of DB PWM A3 “flagship” strategy (Global Asset allocation SICAVs)