The Geneva-based private banking and asset management group sees a growing demand from wealthy clients for greater transparency, customization and institutional-grade investment insights. The move marks the latest investment by Syz Group in technology and client experience it says in a Statement on Tuesday.

Syz oversees approximately CHF 28 billion in assets under management across private banking, asset management and alternative assets.

«Delivering transparent, data-driven insights to our clients is central to our value proposition,» said Gianluca Oderda, Head of Discretionary Portfolio Management, Syz Bank. «Bloomberg Port Enterprise enables us to standardize portfolio intelligence across both advisory and discretionary mandates, streamline reporting processes, and strengthen engagement through data-driven client conversations, while serving UHNW clientele more effectively and delivering institutional-grade insights.»

Bloomberg said its Port Enterprise platform will support Syz Bank in improving client engagement through more consistent performance transparency and enhanced reporting capabilities

«We are proud to deepen our relationship with Syz Group,» said Jose Ribas, Global Head of Buy Side Solutions at Bloomberg. «By combining institutional-grade portfolio analytics with workflows tailored to private banking, Bloomberg enables Syz to deliver scalable, data-driven insights while maintaining the high-touch service their clients expect.»

Bloomberg’s Buy-Side Solutions platform is integrated with the Bloomberg Terminal. It offers multi-asset capabilities spanning research management, order and execution management, portfolio and risk analytics, trade compliance and operations.