Reyl Overseas Ltd. (Zürich)

Name: Reyl Overseas Ltd.
Address: 65 Talstrasse, Zürich, 8001
Telephone: +41 58 717 9400

Reyl Overseas Ltd. is a large advisory firm based in Zürich. It manages $187.3 million of regulatory assets for 101 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Florida, New Hampshire, New York, and Texas.

Reyl Overseas provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Reyl Overseas: assets under management

The assets under management (AUM) of Reyl Overseas Ltd. is $187.3 million. The firm's AUM has grown by 241% since the beginning of its operation, and $63.3 million of the total AUM is attributable to clients outside of the United States.

The firm manages $100.6 million in discretionary accounts and $86.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.86 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.84 million.

Investments

The firm invests in other assets the most. They account for 34% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 23% of the firm’s portfolio. Investments in exchange traded securities form 23% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Reyl Overseas Ltd. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Reyl Overseas serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Reyl Overseas is high net worth individuals with 43 clients and $171.8 million of assets under management. Among the 10 most similar advisory firms, Reyl Overseas has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $185.8 million for 93 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 39% of the firm’s clients are foreign persons or businesses.

Reyl Overseas doesn't advise any private funds.

Careers at Reyl Overseas Ltd.

The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There are 12 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Rene Marty joined the executive team most recently as the Chief Executive Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Reyl & Cie S.A.	Shareholder	1 Nov 2011	75% - 100%	foreign
Alexander Christoph Notter	Board member	1 Nov 2011	Other	5990542
Lorenzo (Nmn) Rocco Di Torrepadula	Managing director	1 Nov 2011	Other	5990547
Dominique Alfred Arthur Paladini	Chief compliance officer	1 Nov 2011	Other	5990544
Michel Stanislas Broch	Board member	1 Nov 2011	Other	5939589
Thomas H (Mi Only) Duermueller	Managing director	1 Nov 2011	Other	5741741
Renate (Nmn) Waldner	Executive director	1 Nov 2011	Other	5741743
Sales (Nmn) Bischofberger	Executive director	1 Nov 2011	Other	5903086
Roger (Nmn) Groebli	Chief executive officer	1 Mar 2012	Other	1965784
John Francis Gallagher	Board member	1 Apr 2013	Other	852917
Claudia Regina Rutishauser	Authorized officer	1 Aug 2013	Other	6318996
Lucio (Nmn) Intelligente	Associate director	1 Jan 2014	Other	6318997
Simon Henry Clark	Managing director	1 Feb 2015	Other	4364845
Christian (Nmn) Bauer	Executive director	1 Mar 2015	Other	6470669
Oliver E Hohermuth	Managing director	1 Jan 2016	Other	5666120
Claudia Regina Rutishauser	Executive managing director	1 Jan 2016	Other	6318996
Romain Edouard Krief	Chief executive officer	1 Apr 2017	Other	6777520
Rene Marty	Chief executive officer	1 Oct 2018	Other	4877270

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Reyl & Cie Holding S.A.	Shareholder	1 Mar 2000	75% - 100%	foreign entity
F.C.O. Participations S.A.	Shareholder	1 Sep 2006	75% - 100%	foreign entity
Dominique (Nmn) Reyl	Shareholder	1 Sep 2006	50% - 75%	5990549
Francois (Nmn) Reyl	Shareholder	1 Sep 2006	50% - 75%	5990550

Based in Zürich

The principal office where Reyl Overseas Ltd. performs its advisory services is located at 65 Talstrasse, Zürich, 8001, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +41 58 717 9400 or by fax +41 58 717 9401. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at reyl-overseas.com and its LinkedIn profile.