Consider your team at Syon Capital as your personal CFO. A trusted and strategic advisor, we serve as the family confidant around all aspects of your wealth. We endeavor to be innovative, prudent, and technically savvy and we offer smart, conflict-free advice on both sides of your balance sheet. As a fiduciary, it is our goal to put your best interests ahead of our own.
Our team of advisors offers a diversified background to address your needs and concerns. With experience in banking, loans, investments, taxes and estate planning, we believe our team has the insight and foresight to transform your financial future.
Led by our Chief Investment Officer, the Investment Team manages trading, monitors portfolios, and stays closely attuned to market trends to help drive informed decisions for our clients.
Our Service Team partners with Advisors and Relationship Managers to support the day-to-day needs of our clients — from opening new accounts to facilitating money movement and handling administrative details.
The Family Office Team oversees the specialized services that bring peace of mind to our clients, including consolidated reporting, bill pay, bookkeeping, and family governance support.